Build relationships with the people around a buying decision
The person who replies to your message may be one of several people involved in a purchase. A colleague might know someone else at the company. A change in leadership can open a new conversation or change the next step in an existing one.
Sales Navigator helps sellers understand those people, their companies and the connections between them. Linkwiz helps you review the profiles and public participation of the employees representing your business. Use them together to prepare both sides of the conversation: the people you want to reach and the team they will meet.
| The question | Sales Navigator | Linkwiz |
|---|---|---|
| Who should we get to know? | Find relevant leads and accounts; map the people involved. | Review the employees representing your own company. |
| Who can help us start a conversation? | Look for shared connections and team introduction paths. | Help employees explain their role and company on their profiles. |
| What should happen next? | Research the buyer, read alerts and prepare a relevant message. | Discuss findings and captured posts through connected AI or Slack. |
| What should we review? | Saved accounts, relationship coverage and selling activity. | Profile improvements and captured public participation over time. |
Map who is involved before relying on one contact
Sales Navigator’s Relationship Maps let you organize leads by their role in a buying decision, such as decision maker, champion, evaluator or procurement. You build the map from saved leads and recommendations, then add relationship context.
Example: Belle is discussing a video project with a marketing lead. The project also needs approval from a business owner and input from the person managing production. Mapping those people helps her see whose perspective she still needs to understand.
Use the map to record what you know and what remains a question. Sales Navigator’s Relationship Explorer can suggest other people and introduction paths. A recommendation gives the salesperson a place to investigate; it does not establish a person’s authority in your particular deal.
Prepare the profiles your buyers will visit
Create a Linkwiz company report for the employees representing your business on LinkedIn. Review their headline, company cover, current company shown in the profile intro and workplace details. A buyer should be able to understand the employee’s role and connection to the company.
PROFILE · HEADLINE
Is the company mentioned in their headline?
| Employee | Headline | Cover | Profile Intro | Workplace |
|---|---|---|---|---|
 Alex Bennett Software Engineer | Good | Good | Good | Good |
 Alex Carter Chief Executive Officer | Optimize | Good | Optimize | Optimize |
Example · See which employees need which profile updates.
Example: the report helps the team see which profiles need a clearer company connection. Share an available company cover or show a colleague who passes the relevant check, then give each employee a manageable next step.
Use the profile audit guide for the review and the profile updates guide to help people act. Keep their own expertise and voice visible.
Ask the colleague who knows the person
With Advanced or Advanced Plus, TeamLink helps sellers find leads connected to colleagues. Instead of starting with another cold message, the salesperson can ask whether that colleague knows the person well enough to make an introduction.
Example: Belle discovers that a colleague is connected to the person evaluating the project. She explains why a conversation would be useful and asks whether an introduction makes sense. The colleague can decide how to help based on their actual relationship.
TeamLink Extend can include teammates who do not have a full Sales Navigator license. They join through an invitation and help sellers discover their connections. Check the licenses available on your contract before planning a wider rollout.
Use AI summaries to prepare a relevant conversation
Account IQ summarizes company information, while Lead IQ brings together information about the person, their experience and recent LinkedIn activity. LinkedIn’s current documentation lists both across Core, Advanced and Advanced Plus.
Start with a question the information could help answer: what the company is working on, what matters to this person or which experience your employee can bring to the conversation. Review the available sources and recent activity before making a specific claim.
Availability still matters. Account IQ is not available for every company, and Lead IQ currently requires English as the LinkedIn language. Company admins can control AI access. LinkedIn’s Account IQ source guidance also explains that information refreshes on different schedules.
Return to the people and accounts that matter
Save the leads and accounts your team wants to follow. Sales Navigator’s search and alerts help sellers notice relevant changes and return to those relationships. Advanced and Advanced Plus also include Buyer Intent, which surfaces account and contact activity that may indicate interest.
Choose what would change your next action. A contact moving roles may call for a different conversation. Someone engaging with your company’s content may have a question worth asking. Read the context rather than treating an alert as an instruction to send the same message to everyone.
Sales Navigator already provides buyer activity, alerts and team collaboration. Linkwiz adds a working view of your employees’ profile findings and captured public participation, so you can support the people representing the company as well.
Give the message a purpose the buyer can recognize
Message Assist can draft a first-touch InMail using information about the lead, account and the product or service you sell. Review and edit the draft before sending. It is currently English-only, with availability and admin settings affecting whether you see the draft option.
Example: Belle asks about how the buyer plans to explain their offer in a new market, rather than leading with a long description of Walt. The message connects her work to a situation the buyer recognizes and makes the next step easy to understand.
Keep the response personal too. Read what the person asked, involve the colleague who can help and agree the next step. A generated draft is a starting point for the employee’s conversation.
Bring the right information into the team’s daily tools
Advanced Plus supports CRM integrations with platforms such as Salesforce, Microsoft Dynamics, HubSpot and Oracle. CRM Sync and embedded experiences depend on the chosen CRM, admin setup and each seller’s access.
Sales Navigator for Microsoft Teams delivers supported decision-maker changes and saved-search alerts with links back to Sales Navigator. It requires Advanced Plus, IT setup and the seller’s connection. It currently excludes alerts about people in the EEA, Switzerland and the UK.
Use Linkwiz’s AI integrations to discuss accessible employee findings and captured public activity in your assistant. Employees can speak privately with the conversational Linkwiz agent in Slack for help with profiles or contributions. This shared workflow does not automatically bring private Sales Navigator messages or CRM records into Linkwiz.
Help employees contribute beyond direct messages
An introduction or InMail is one way to start a relationship. A useful comment on a company or colleague post can also let an employee share experience and join a conversation relevant to their work.
Use Linkwiz’s Activity Tracking to review captured posts and participation. The feed supplies posts and context; a connected assistant or the Slack agent helps the employee discuss and draft a contribution.
Example: Belle sees a company post asking what should be agreed before video production starts. She can share a question she uses with customers when clarifying the audience. The weekly recommendations guide explains how to give employees a useful starting point.
Review selling activity and employee improvements together
Sales Navigator’s usage reports let Advanced and Advanced Plus admins review activity over selected periods, including active days, saved leads and accounts, messages and InMail results. Data refreshes daily, and LinkedIn.com activity settings affect some metrics.
The CSV export can include Social Selling Index scores. LinkedIn’s metric definitions include SSI components for engaging with insights and building relationships. Use those alongside the available activity details to understand the team’s routine.
Review Linkwiz profile improvements over time and captured public participation as another part of that review. An authorized teammate can use a Sales Navigator CSV alongside accessible Linkwiz findings in their AI assistant to prepare a team brief. Keep each source identified, and read contributions behind the totals before choosing the next action.
Choose seller licenses and employee support separately
Not everyone who represents the company needs the same Sales Navigator access. Choose licenses for people researching buyers and managing relationships, and Linkwiz coverage for the employees whose profiles and public participation you want to support.
| Product or plan | Starting price | Useful fit |
|---|---|---|
| Linkwiz Starter | $25/month; 25 profiles, 3 companies and 3 workspace users. | Employee profile and participation reviews with practical support. |
| Sales Navigator Core | US$119.99/license/month or US$1,079.88/license/year. | Individual research, search, saved leads and alerts. |
| Sales Navigator Advanced | US$159.99/license/month or US$1,799.88/license/year. | Team collaboration, TeamLink, Buyer Intent and usage reporting. |
| Sales Navigator Advanced Plus | Custom quote. | CRM Sync, embedded experiences and supported Teams alerts. |
LinkedIn’s published prices are starting estimates; currency, taxes, promotions and purchase route can change the actual offer. Advanced Plus requires a quote. Use Linkwiz pricing to plan profile, company and workspace-user coverage.
For a team rollout, agree who owns account research, introductions, employee support and the review. Start with a useful group of accounts and employees, then expand based on what helps people take the next step.
About this guide
Published by Linkwiz. Evidence reviewed 12 October 2026: current LinkedIn Sales Navigator product, plan, AI, relationship, reporting, CRM and Microsoft Teams documentation, including its September 2026 release, alongside Linkwiz product pages and guides. This is a public documentation review; paid accounts, introductions, messages and integrations were not tested.
Starting prices were checked in the live plan-page FAQ, updated 27 September 2026. Checkout and a sales quote were not tested. Current product and help pages extend Account IQ, Lead IQ and Message Assist beyond older Advanced-only descriptions. Feature coverage, language, account settings and regional limits still apply.
The report and sample conversations are Examples. No direct Linkwiz–Sales Navigator integration or commercial partnership is announced. Usage reports, SSI, buyer interest, employee profile improvements and captured public contributions answer different questions; none alone establishes that a change caused a sale.