How To Use Octopus CRM LinkedIn Automation Tool

When it comes to growing your career or business, LinkedIn is the perfect social media platform, with more than 55 million senior-level executives from companies all over the world. 

As there are so many decision-makers from multiple industries on this platform, B2B sales executives can get a lot of prospects if they use LinkedIn’s features and capabilities in the best manner.

However, performing every task on LinkedIn manually can be a time-consuming and error-prone task. Thankfully, there are many LinkedIn automation tools and lead generation tools that sales professionals can consider using. Octopus CRM is the best all-in-ones LinkedIn automation tool available out there. 

The powerful tool helps automate LinkedIn prospecting, boost sales, and automate lead generation. In this blog, we will learn how to use Octopus CRM LinkedIn automation tools and maximize efficiency and results.

Features that can be automated on LinkedIn

LinkedIn offers the perfect avenue to sales professionals through its multiple features and tools for lead generation and prospecting. The best part is that instead of using every feature manually, they can be automated with reliable and efficient LinkedIn automation software like Octopus CRM. 

Here are the main features which can be automated for optimum efficiency and results. 

Connection Requests – The first and most vital step in order to boost sales outreach is sending connection requests to senior, high-level executives. When you build a connection with such business professionals, you get closer to fixing an appointment with them for your sales pitch. It should be a priority for B2B sales executives to expand their outreach network and must send connection requests to prospects. 

Follow-ups and Messages – Using LinkedIn’s messaging tool, you can communicate with first-level connections in your profile. Always send a graceful thank you message when you build a new connection with someone, as it is important for your professional relationship with them. As your connections are your leads and prospects, you must tell them about yourself and your business. Send messages regularly to a maximum number of prospects and send follow-up texts as well.

Profile Viewing – When it comes to prospecting, viewing profiles is a big part of the process. Visit the profiles of your target connections and analyze whether or not they match the buyer persona of your target prospects. Also, a notification is sent to your 2nd-level contacts when you see their profile. You can catch their attention this way and push them to send connection requests.

Endorsing Skills of 1st-Level Contacts – Anyone can list their most valuable skills on LinkedIn, and you should consider endorsing your 1st-level connections to build the base for successful prospecting. Most connections will endorse you back, which makes your profile more valuable, reliable, and trustworthy to potential prospects.

What are LinkedIn Automation Tools?

LinkedIn automation tools are meant to replicate human behavior and carry out various tasks and activities on LinkedIn for users. Apart from saving time, you can use these tools to run personalized campaigns, collect data and come up with more effective iterations of the campaigns, and integrate with other tools to build the best, most effective omnichannel campaigns. 

More than 80% of all leads on social media come from LinkedIn, and with automation tools, you can publish the right content to the target audience at ideal times to maximize your reach and engagement. Through a tailored strategy, these tools help in better interactions with connections and turn them into customers.

It is difficult to guarantee human presence 24 hours for a task, and LinkedIn automation tools help with this challenge. In the end, these tools are meant to assist you in achieving your professional as well as business goals on LinkedIn.

With the ideal LinkedIn automation platform like Octopus CRM, you can automate various tasks on LinkedIn. 

Why use Octopus CRM LinkedIn Automation Tool?

Octopus CRM is a powerful tool that helps automate most of the user’s LinkedIn activity and offers many other features and capabilities. Using this, you can build a personalized, custom lead generation funnel that has automated messages, profile views, connection requests, and endorsements. Octopus CRM helps users – 

  • Send bulk automated connection requests to both second and third-level connections.
  • View many profiles automatically and get views in return for maximum reach among the audience
  • Automated skill endorsement for first-level connections and get endorsements back to make your profile valuable and reliable.
  • Monitor and analyze results through vital metrics like profile views, campaign performance, search appearance, etc. 

You can easily download the Octopus CRM chrome extension, and it works perfectly with LinkedIn Free, Sales Navigator, Premium, and Recruiter Lite accounts. Even though you can use it with free accounts, use Sales Navigator for better prospecting and better results. 

How to Use Octopus CRM LinkedIn Automation Tool

Octopus CRM is among the best automation tools available for LinkedIn, and one can think of it as a LinkedIn autopilot mode. 

Automating LinkedIn Connections 

Octopus CRM is pre-equipped with an auto connect tool for LinkedIn through which you can send connection requests in bulk to the target audience. To use this – 

  • Use the search bar on LinkedIn and apply filters to locate the prospects. 
  • Click on the Octopus extension for Chrome while you are on the search results page and transfer your desired connections’ profile into Octopus CRM. To complete this transfer of profiles, you must specify requirements, including the Connect action, URL, campaign, and no. of profiles. 
  • Click on the CRM button located in the requirements form’s bottom left corner to enter the CRM. You can even enter a message or note to accompany your connection request.
  • Enter the number of profiles you want to connect with and click on Launch. Octopus CRM will send connection requests to you automatically. 

Automating LinkedIn Messaging

Through the use of Octopus CRM, you can automate the sending of messages and even follow-up texts to your connections. Here is how you can do it – 

  • Either use the search bar in LinkedIn or My Network to search for the connections to whom you want to send a message. 
  • Using a similar method to connections, transfer your desired profiles to Octopus CRM based on your requirements.
  • Open octopus CRM and type in the message box. Above the box, there are the First Name, Last Name, Company, and Position buttons to personalize your message or follow-ups.
  • Enter the number of profiles you want to message and click on Launch to finish the process. 

Automating Profile Views 

For this, you have to first transfer your desired profiles to Octopus CRM from LinkedIn through a similar process as above, choosing View as the action this time. Open the CRM next and enter the number of profiles you want to view. Click on Launch next and check out the results. 

Automated Endorsements

The first and second steps of transferring desired profiles from LinkedIn to the Octopus CRM are the same as above, but you have to choose Endorse as the action. In the CRM, you will need to enter the exact number of skills to endorse for every profile and the number of profiles you want to do this for. After you input the ideal requirements, click on Launch and see the results. 

Octopus CRM is a great LinkedIn lead generation tool that you can utilize for your lead-generation and prospecting operations. It is pointless to waste time, resources, and energy on tasks that can be easily automated and made error-free. Connect automation with efficiency using Octopus CRM and focus on major tasks like meeting prospects, interacting, making sales pitches, etc. 

What you can do with LinkedIn Automation Tools?

Honestly, it is much better to automate repetitive, manual tasks and focus more on important things. LinkedIn automation tools offer exactly this and handle various tasks like profile viewing, sending messages, etc. Here is what you can do with them – 

With LinkedIn automation, you can save plenty of time and resources while finding prospects and leads. These resources can be focused on other important operations.

Automation tools allow you to personalize your outreach and send custom, human-like messages to your connections. This increases the chances of successful prospecting and lead generation.

These tools help track campaign performance with vital metrics like no. of replies, conversions, profile views, etc., so you can generate and analyze reports regularly.

Automation tools have A/B testing capability through which you can experiment with your outreach templates and see which of them can be the most successful. 

Conclusion

For B2B sales executives worldwide, LinkedIn is the ideal platform for prospecting and generating leads. However, most of the tasks on LinkedIn are boring and repetitive. These time-consuming tasks can be automated through an ideal LinkedIn automation tool like Octopus CRM for successful prospecting and better results. 

In the above blog, we learned how to use Octopus CRM LinkedIn automation tool and make your profile stand out among your competition. Just download the Octopus CRM chrome extension, and you can easily use it with any account type on LinkedIn without any hassles or issues.