{"id":8250,"date":"2014-07-17T06:05:25","date_gmt":"2014-07-17T06:05:25","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=8250"},"modified":"2022-08-02T10:58:32","modified_gmt":"2022-08-02T10:58:32","slug":"customer-dashboard-with-linkedin-search","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/07\/17\/customer-dashboard-with-linkedin-search\/","title":{"rendered":"Customer Dashboard with LinkedIn search"},"content":{"rendered":"

LinkedIn is one of the most popular social networking sites for professionals, having over 100 million members from over 200 countries. LinkedIn is not only helpful for social networking, but also for searching new customers, suppliers, and vendors for your business. In today\u2019s world it has become immensely important to track customer behavior and LinkedIn helps us with consolidated profile view of customer data.
\nOur new GUMU solution :<\/strong><\/em><\/span> \u00a0Sage CRM \u2013 Sage ERP X3 Integration > Architecture and Design<\/a>
\nSage CRM also provides basic LinkedIn integration through its Interactive Dashboard. Using this you can search and drill down customers profile on LinkedIn. Here is how you can configure it.
\n1) Go to Dashboard tab under \u201cMyCRM<\/b>\u201d
\n2) Select \u201cSales Dashboard\u201d<\/b> from the dropdown.
\n\"SCRN1\"<\/a>
\n3) Click on New Gadget<\/b> and Select Create Gadget<\/b>.
\n4) Select \u201cList\u201d gadget from Gadget wizard.
\n\"SCRN2\"<\/a>
\n5) After selecting \u201cList\u201d widget, Sage CRM will ask you to select the entity for which you want to display this gadget. Select \u201cPerson\u201d entity and click on next button.<\/p>\n

6)\u00a0 Now you need to select the data on which you wish to base your gadget. Select \u201cPerson List by Company<\/b>\u201d from Report<\/b> section and click on next button.
\n\"SCRN4\"<\/a>
\n7) Select columns that you want to display in Gadget i.e. Specify how you want to format the data. Select the respective columns and click on next button.<\/p>\n

\"SCRN5\"<\/a><\/p>\n

8) Now most import thing is select the action you want to perform on the gadget. Select Default action as \u201cGo to List Report<\/b>\u201d and Drill Down as \u201cLinkedIn Search<\/b>\u201d and click on next button.<\/p>\n

9)\u00a0 Now Last step is nothing but the to set name and description for Gadget. Enter these details and click on \u201cFinish\u201d button. You will see on your dashboard new Customer Gadget with in<\/b> button which looks like below.<\/p>\n

\n

10) Clicking on any of the contact will redirect you to the LinkedIn search page to search matching records for detailed profiling.<\/p>\n","protected":false},"excerpt":{"rendered":"

LinkedIn is one of the most popular social networking sites for professionals, having over 100 million members from over 200 countries. LinkedIn is not only helpful for social networking, but also for searching new customers, suppliers, and vendors for your business. In today\u2019s world it has become immensely important to track customer behavior and LinkedIn\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[73,99,166,167,193,217,218,219,332,1],"tags":[740,907,1190,1440,1527,1532],"class_list":["post-8250","post","type-post","status-publish","format-standard","hentry","category-configuration","category-dashboard-sage-crm","category-gadget","category-gadgets","category-interactive-dashboard-sage-crm","category-linked","category-linkedin","category-list","category-sage-crm","category-uncategorized","tag-configuration","tag-dashboard","tag-gadget","tag-interactive-dashboard","tag-linked-in","tag-list"],"yoast_head":"\nCustomer Dashboard with LinkedIn search - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/07\/17\/customer-dashboard-with-linkedin-search\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Customer Dashboard with LinkedIn search - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"LinkedIn is one of the most popular social networking sites for professionals, having over 100 million members from over 200 countries. 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