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Sales Navigator··13 min read

LinkedIn Sales Navigator: the complete guide

Sales Navigator is the best prospecting database in B2B and the most wasted subscription on most teams' expense reports. This guide covers the plans, the filters that actually matter, how to build lists around live buying signals, where InMail fits, and how to turn all of it into meetings on the calendar rather than a saved search nobody opens.

In three lines

The short answer.

Sales Navigator is LinkedIn's prospecting engine: 50+ filters, real-time company signals, lead and account lists, saved searches with alerts, and 50 InMail credits a month. It is worth it if you use the signals to time outreach, and a waste if you treat it as a static contact scraper. The tool builds the list. People still have to write the messages. That second half is exactly what Occura runs for you, on dedicated accounts with human setters.

See how Occura would run outreach for your business
01 · The basics

What Sales Navigator is, and what it is not.

Sales Navigator is a paid LinkedIn product built for sellers, sitting on top of the same network as the free app but with a different job. The free LinkedIn helps you maintain a network. Sales Navigator helps you build a list of strangers worth approaching, watch their companies for changes, and reach the ones outside your network. It is, in effect, the best-maintained B2B database in the world, kept current by the people in it.

What it is not is an outreach tool. Sales Navigator finds and organises people. It does not write your messages, it does not run your follow-ups, and it deliberately limits how many people you can message. Teams that expect it to generate pipeline on its own are always disappointed. It generates a list. The list is the start, not the result.

The other common misread is treating it as a one-time scrape: pull two thousand contacts, export them, run them for a quarter. That throws away the single thing Sales Navigator does better than any export tool, which is tell you when something just changed at a target account. That is where the real value sits, and most subscriptions never touch it.

Key insight

Sales Navigator is a targeting and timing tool, not an outreach tool. Its job ends the moment you know who to message and why now.

02 · Plans

Plans and pricing, without the fog.

LinkedIn keeps the pricing page vague, so here is the practical version. There are three tiers, and for most outbound teams the entry tier does the job.

CoreAdvancedAdvanced Plus
Price (annual)~$99/mo~$149/moCustom
Search filters50+50+50+
InMail credits50 / mo50 / mo50 / mo
TeamLink & team toolsNoYesYes
CRM sync (Salesforce, etc.)NoLimitedFull
Prices shift with promotions and region. Core is enough for a single setter running targeted outreach. Pay up for Advanced when you need team and CRM features.

The headline figures most teams care about: roughly $99 a month on the annual Core plan, 50+ filters, and 50 InMail credits per month. There is a one-month free trial, which is enough time to test whether the filters reach your buyers before you commit.

$99approximate monthly cost of Sales Navigator Core on an annual plan
50+search filters across lead and account search
50InMail credits included per month on every plan
1 mofree trial before billing starts
03 · Filters

The filters that actually matter.

Sales Navigator advertises 50-plus filters, split across roughly 28 lead filters and 14 account filters. You will never use most of them, and that is fine. The art is knowing the handful that separate a precise list from a bloated one. Start at the account level, then drill into people.

Build the account list first

Define the companies before the people. The account filters that earn their keep are industry, headcount, revenue, and crucially the activity filters: headcount growth, recent senior hires, and active job openings. Those last three are not firmographics, they are signals. They tell you which companies are moving right now, which is the difference between a name and a prospect.

Then narrow to the buyer

Inside those accounts, the lead filters that matter are seniority, function, current title, and years in the current role. Watch the “changed jobs in the last 90 days” filter especially: a new leader in the function you sell into is one of the strongest reasons-to-buy on LinkedIn, because they are actively rebuilding and have a budget to prove themselves.

Use Boolean operators to keep titles tight. (“VP Sales” OR “Head of Sales”) NOT “Assistant” in the keyword field cuts the noise that a plain title search drags in. The goal is a list where every single person could plausibly buy, not a list you have to clean later.

Avoid

A broad title filter with no account or activity layer produces a list that looks big and converts like a cold scrape. Width is not the metric. Fit is.

04 · Lists and signals

Lists, saved searches and the part that pays.

This is where Sales Navigator stops being a fancy search box and starts being worth the money. You can save up to 50 lead searches and 50 account searches, each with alerts, and Sales Navigator will tell you when a new person matches or when something changes at a saved account. Set this up once and your list rebuilds itself.

Turn searches into living lists

The pattern that works: save an account search around a buying signal, not a static profile. “Companies in [industry], 50 to 500 staff, that grew headcount in the last quarter” is a saved search that surfaces fresh, timely accounts every week. Then move the right people into a named lead list so your outreach has a clean queue instead of a re-run of yesterday's search.

Outreach is most effective inside a short window

A buying signal has a shelf life. The receptive window after a trigger like a funding round or a new leader is roughly two weeks, after which the moment passes and you are back to cold. Saved-search alerts exist precisely so you reach people inside that window. The teams that win on LinkedIn are not sending more, they are sending sooner, to people something just changed for. We go deeper on this in our complete guide to LinkedIn outreach.

Step 1

Save

An account search built around a live buying signal.

Step 2

Watch

Alerts surface fresh accounts and changes each week.

Step 3

Queue

Move the right leads into a named list.

Step 4

Reach

Message inside the two-week receptive window.

Most teams buy Sales Navigator for the search and never set up the alerts. They are paying for a telescope and using it as a magnifying glass.
What we find on most account audits
05 · InMail

InMail, credits and where it fits.

InMail lets you message people outside your network without a connection. Every Sales Navigator plan includes 50 credits a month, and credits for messages that get a reply within 90 days are refunded, so a good message effectively costs you nothing. That refund rule is a quiet hint from LinkedIn about how to use it: write things people actually answer.

The data on what gets answered is clear. Messages under 400 characters perform around 22% better than average, and ones over 1,200 characters run about 11% below it. Brevity wins. And prospects flagged in your spotlights, the warm signals like recent posters or people who follow your company, are about 64% more likely to reply. Spend your 50 credits on the warmest, most specific opportunities, not on volume.

A new leader in your buyer's seat (under 400 characters)

Congrats on the move to [company], [name]. Saw the team is scaling [function] fast. We help [role]s in exactly that first-90-days stretch get [outcome] without adding headcount. Worth a quick exchange, or shall I send one specific idea first?

Note what that does and does not do: it opens on them, references a real trigger, stays short, and asks for a low-stakes next step. It is not a brochure. InMail is a message channel, not a megaphone, and the moment it reads like a blast, the 50 credits are wasted.

Worth knowing

For most outbound, a free connection request with a sharp note out-earns a paid InMail. Save InMail for people you genuinely cannot reach any other way.

06 · From search to meetings

Turning a search into booked meetings.

Here is the honest limit of any tool: Sales Navigator hands you a perfect list and a perfect moment, and then the meetings only happen if a person writes good messages, follows up, and qualifies. The drop-off from a clean list to a booked call is where almost all the value is won or lost, and no software closes that gap.

It helps to see the funnel so you know where yours leaks. From a tightly filtered Sales Navigator list of a thousand, timed to signals and worked by hand, this is roughly what good looks like.

1,000
Filtered, signal-timed leads
570
Connections accepted 57%
230
Replies 40% of accepted
60
Qualified conversations
14
Booked meetings

A healthy outbound funnel from a 1,000-lead Sales Navigator list, worked by a human and timed to signals.

The tool and the operator do different jobs

Keep the division clear. Sales Navigator is brilliant at the top of that funnel: who, which company, and why now. Everything below the list, the openers, the follow-ups, the judgement on when to book, is human work, and the reply rate falls the moment it is automated. A signal-timed, hand-written message sits several times above a templated one.

This split is the whole basis of how Occura works. We use Sales Navigator and signal providers to build the list, then real in-house setters write every message on dedicated accounts branded as your business, pacing like people so the account stays safe. Account safety matters here too: heavy scraping and automation layered on top of Sales Navigator is exactly the pattern LinkedIn restricts accounts for, so we keep it off any profile a client cannot afford to lose.

Reply rate · templated vs hand-writtenDirectional, from campaigns we have audited
40%20%10%0%6%Templated14%Spun39%Hand-written44%+ Signal-timed
Sales Navigator gets you the list and the timing. The reply rate still comes from a human writing the words.

Key takeaways

  • Sales Navigator is a targeting and timing tool, not an outreach tool. The list is the start, not the result.
  • Core at roughly $99 a month covers most outbound. Pay up for Advanced only when you need team and CRM features.
  • The filters that earn their keep are the activity ones: headcount growth, recent hires, open roles, and recent job changes.
  • Save searches around live signals and use the alerts. That is the value most subscriptions never touch.
  • Spend your 50 InMail credits on the warmest, most specific opportunities, kept under 400 characters.
  • The list converts only when a human writes the messages and paces like a person. That keeps the account safe too.
Got the tool, not the time?

We turn Sales Navigator into booked meetings.

Signal-built lists, human setters writing every message by hand on dedicated accounts branded as your business, qualified meetings booked onto your calendar. 30 minutes to see how it would work for your team. Two onboarding slots remaining this month.

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