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CRM

Nick
Updated
  1. General information
  2. Adding profiles to CRM
  3. CRM filters
  4. CRM actions
  5. Adding profiles to campaign

General information

Let's take a look at Linked Helper CRM which can be enabled by installing Built-in CRM plug-in.

Each Linked Helper Instance, where a LinkedIn account is being managed, has its own separate database which stores all collected profiles, companies, and their data. CRM is quite helpful for recruiters as it contains job history of a profile provided that it was extracted previously.

Note:  Linked Helper is not a cloud solution, it stores all its data locally on your PC. If you switch to another PC, your data needs to be moved between the devices via backups.

 

Here is how Linked Helper CRM looks like:

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  1. Action buttons - here you can choose what to do with selected profiles: select all in bulk or one by one, add selected to a campaign, add custom variables (with Custom template variables plug-in installed), download them into a CSV, or assign a tag (with Tagging system plug-in installed).
  2. Filters area - allows you to filter profiles before sending them to a new campaign. For example, you may want to filter out 2nd and 3rd-degree profiles with Open link status in order to send them a free InMail message.
  3. View & navigation settings - Linked Helper can show even 100 profiles per page in case your screen is big enough or vertically oriented.

In the main part you can see a list of profiles (the number of shown profiles defined by the 'X rows'  setting at the bottom of the CRM page).

Here you can see:

  • profile's first and last names (1);
  • profile's original names (2) if they were normalized by Linked Helper (click Eye button in the upper right corner to see them (3));
  • profile's position and company (4) (provided that they were available when collecting from the search page or profile was extracted) and headline if profile has updated its headline with some other text then after collecting headline will be shown unless profile is extracted (5).
  • profile's degree of connection (6).
  •  Linked Helper CRM internal ID (7);

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When you upload profiles URLs from the CSV file, Linked Helper takes only LinkedIn links and rejects all other data. Unless the profile is visited by Linked Helper, only the profile URL will be shown in the CRM:

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Adding profiles to CRM

When you collect profiles into a campaign, Linked Helper adds into the CRM all available profiles from the LinkedIn webpage even if they are skipped during collecting. If you import profile URLs or upload them from a CSV, Linked Helper adds such profiles into CRM as well. CRM contains all the profiles that were ever added or collected into a campaign.

Each LinkedIn account has several different IDs across all LinkedIn Platforms (Linkedin, Sales Navigator, or Recruiter).  A profile can have more than one ID on a platform. When collecting profiles into a Campaign / Action from one and the same platform, Linked Helper skips duplicates since each time you fetch the profile from search its IDs are the same and Linked Helper understands that the person is a duplicate and should not be collected.

However, when collecting profiles from different platforms, duplicates may be collected. The reason for that is profile IDs scraped from LinkedIn search and Sales Navigator search are different, hence duplicates are not always detected at the moment of collecting. Currently, Linked Helper detects duplicates at the moment of collecting, but even if it hasn't managed to do that during the collecting process, you should not worry about this because when Linked Helper visits the profile page it scrapes all the available IDs which is enough for merging duplicates.

It is possible to add profiles directly to the CRM from its LinkedIn page via the Add to CRM button in the left menu:

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If you want to add profiles into CRM in bulk, you need to either collect profiles to one of the campaigns from a LinkedIn webpage or upload LinkedIn URLs, but you cannot delete the profiles from CRM.

 

CRM filters

Below is the description of the built-in Linked Helper filters, which are available in CRM, as well as in the Campaign and Action lists.

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  • First name - profile's first name. If it was manually changed in CRM to custom one, then Linked Helper will show the profile only if the custom name is used.
  • Last name - profile's last name. If it was manually changed in CRM to custom one, then Linked Helper will show the profile only if the custom name is used.
  • Company - profile's current company. It is not always filled-in even after scraping the profile, for example, if there is no current company. If it was manually changed in CRM to custom one, then Linked Helper will show the profile only if the custom name is used.
  • Position - profile's current company. It is not always filled-in even after scraping the profile, for example, if there is no current company. If it was manually changed in CRM to custom one, then Linked Helper will show the profile only if the custom name is used.
  • Headline - is the text below your name in the introduction card on profile. It's displayed in search results and can be separate from the title of the profile's current position. 
  • LH ID - Linked Helper database internal identification number. Unique per database, but not across different databases.
  • LinkedIn ID - LinkedIn identification number. Every profile has several different IDs across different platforms such as Sales Navigator, Recruiter, Talent. Only LinkedIn member ID is unique and can not be changed.
  • Relationship - the degree of connection (1st, 2nd, 3rd, Out of network). Your Network and Degrees of Connection - LinkedIn Help
  • Campaign - shows only profiles who are added into certain campaign.

The above-mentioned values can not always be collected, so you can filter profiles who have or do not have a certain field filled in via choosing Set / Not set options, for example, filter those who were imported from an external source:

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Filters below can be set to:

    • Yes:
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    • No:
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    • or any when no option is set:
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  • Avatar - whether or not the profile has a profile photo.
  • Premium - whether or not the profile has a Premium subscription.
  • Influence - LinkedIn Influencers are selected by invitation only and comprise a global collective of 500+ of the world's foremost thinkers, leaders, and innovators. LinkedIn Influencers - LinkedIn Help
  • Open Link - The Open Profile Premium feature allows anyone on LinkedIn to contact a Premium member for free, even if they're not in the sender's network. Open Profile and Messages - Overview
  • Jobseeker - Job Seeker Premium subscriber who choose to call this out explicitly in the profile page - Linkedin Premium
  • With tags - shows profiles with chosen tags.
  • Without tags - shows profiles without chosen tags.
  • Has modified name - shows only those whose name was normalized by Linked Helper, i.e. emoji deleted, capitalized if needed, etc.

It's important to keep in mind that some information, such as position, company, Open Link status, etc., is not scraped from LinkedIn during the collecting process, but only when the profile is visited, hence filters won't always show all the profiles with certain criterium.

Let's imaging, for example, that there are 10 profiles in the CRM. 5 were collected and extracted, another 5 were only collected. And we know for sure that 4 profiles are Open Link profiles because we noticed during collecting that they have golden badges. If you apply Open Link filter, then the results can be the following:

  • "Open Link = YES" - 2 profiles found
  • "Open Link = NO" - 1 profile found
  • "Open Link = ANY" - 7 profiles found

There is no mistake in the calculation because as it was already mentioned, Linked Helper gets data only for processed profiles, so it turns out that only 3 out of 4 profiles with open link status were extracted, and Linked Helper does not have full information about 4th profile, hence its status is undefined. 

 

CRM actions

Above the profiles list there are several buttons for managing profiles:

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Adding profiles to campaign

From the CRM profiles can be added to any other campaign, provided that they have not been already added, processed, or excluded from it. Here is the link to the article which explains how to avoid duplicates.

Let's imaging I'd like to add all profiles with avatars and premium LinkedIn subscription into my extracting campaign. Here is what I need to do:

  • adjust Linked Helper filters;
  • select all profiles;
  • click Add to button;

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  • choose a campaign;
  • choose list;
  • and click Add button:

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Here are some more useful articles from our blog:

 

 

You can try the software for free during 14 days - download it and activate a free trial.

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