Case Study

First Midwest Bank powers up their relationship-based approach with Sales Navigator and Salesforce

First Midwest Bank powers up their relationship-based approach with Sales Navigator and Salesforce

First Midwest Bank leveraged LinkedIn Sales Navigator and Salesforce integration to enhance prospecting and digital selling. As a relationship-focused bank, the shift to virtual sales during 2020 was a challenge, but Sales Navigator enabled bankers to identify warm connections, gain insights, and drive engagement. The results were clear: 68% of won deals were influenced by Sales Navigator, and deals sourced through it had a 61% higher win rate. Integrating Sales Navigator with Salesforce improved efficiency, driving CRM adoption and fostering a modern selling mindset among bankers, leading to greater success in digital prospecting.

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