Can you remember what prospecting was like before LinkedIn? Having an account on the world’s largest professional network often feels like being handed a CIA intelligence database.
But LinkedIn is just a network. It’s not a substitute for a CRM (and nor should they try to be). What we really care about is what happens next – qualifications, classification, milestones, and next steps.
However, it’s surprisingly hard to convert a LinkedIn profile to a CRM lead.
At Ecquire, our goal is to save the world more time by fixing inefficiencies like these. And if all you want to do is prospect in LinkedIn for a short while, this is a totally free way to do it, since our trial is two weeks.
Step 1: Get the Ecquire Extension (14 seconds)
Confirm the connection to Salesforce, and you’re ready for step 2.
Step 2: Click the Ecquire Button (6 seconds)
All that’s left is to visit a LinkedIn profile and click the Ecquire button:
This will give you a preview of the data that’s about to be sent to your CRM, and allows you to add your own edits as well.
Step 3: Smile & Think of the Time You Saved
Enjoy! This integration works for any of the CRMs we support, so if you prefer Highrise, or maybe a simple Google Doc, then you’re also set to start prospecting efficiently on LinkedIn.
P.S. We release daily updates to make sure LinkedIn data is parsed correctly and as thoroughly as possible – if you notice any improvements we can make, or ways we can make the process more efficient for you, definitely let us know. We’re always listening on @Ecquire and through our support desk.
P.S. People who are interested in saving LinkedIn profiles to Salesforce (or CRM in general) usually also benefit a ton from how to save LinkedIn messages as Salesforce activities. If you track your activities in CRM it might make your life a lot easier.