Selling on LinkedIn, with your CRM kept right.
Guides grouped by the job in front of you: choosing LinkedIn’s tools, qualifying a lead, prospecting, and keeping the contacts in your CRM up to date.
Topic
LinkedIn Sales Navigator
What it costs, what each plan adds, and whether you need it to get contacts into a CRM.
Topic
Qualifying leads
The frameworks sellers use to tell a real opportunity from a polite reply, and what to write down after the call.
Topic
Prospecting on LinkedIn
Finding the right people and starting conversations you write yourself.
- What is social selling?
- LinkedIn SSI score: what it is and whether to track it
- What is InMail on LinkedIn?
- LinkedIn connection message: 6 examples to make your own
- LinkedIn Boolean search
- LinkedIn prospecting
- LinkedIn social selling
- Sales prospecting
- Surfe vs PortifyLead: which one gets LinkedIn people into your CRM
- The best LinkedIn Chrome extensions for sales reps in 2026
Topic
Working in your CRM
Keeping contact records clean once they are in: data entry, lifecycle stages and duplicates.
Tutorials
CRM tutorials
Short videos with the steps written out, for the everyday jobs in HubSpot and Salesforce.
All tutorials →- How to merge contacts in HubSpot
- Create a matrix report in Salesforce
- How to add a note to a contact in HubSpot
- How to change lifecycle stage and lead status in HubSpot
- How to create a dashboard in HubSpot
- How to create a dashboard in Salesforce
- How to create a list in HubSpot
- How to create a list view in Salesforce
- How to create a report in Salesforce
- How to create a task in HubSpot
- How to create a ticket in HubSpot
- How to create an email template in Salesforce
- How to delete a contact in Salesforce
- How to export contacts from HubSpot
- How to import contacts into HubSpot
- How to import contacts into Salesforce with the Data Import Wizard
- How to merge accounts in Salesforce
- How to merge companies in HubSpot
- How to restore deleted contacts in HubSpot
- How to use Chatter in Salesforce
- How to use Salesforce: a tour for beginners
- How to use the deal pipeline in HubSpot
- How to use the Kanban view in Salesforce
- HubSpot CRM tutorial for beginners
- Restore a deleted contact in Salesforce