UserGems

Boost pipeline and reduce churn by capturing buyer signals and automating the next steps in Salesloft.

Description

Deliver exceptional customer experiences when Salesloft and UserGems help you respond to job changes of your most valuable buyers with the right action at the right time. Surface signals (like a champion joining a target account) and automate the seller's next step (like enrolling your champion in a targeted Cadence or prioritizing a congratulations email in Rhythm).

Key benefits

Unlock more pipeline
Never miss an opportunity to sell into a new account. Automatically enroll past champions or new-in-role buyers in a targeted Cadence when they get a new job at one of your target accounts.

Engage customers effectively

Deliver better customer experiences by congratulating your champions when they get promotions. Create Plays using buyer job change signals from UserGems to automatically prompt your reps to check in when a champion changes jobs or gets promoted.

Increase efficiency
Spend less time “digging” and more time selling when your UserGems signals are streamlined in a single workflow. UserGems Plays and Cadence steps are prioritized in Rhythm so that reps stay focused on the buyers and deals that are most likely to help them hit their number. Plus real-time notifications alert reps to job changes in the Salesloft Live Feed.

Features

Track Contacts

Previous champions are 3X more likely to buy again

Know when a customer, user, or prospect has left (and joined a target account)
Automatically create new contacts in your CRM with their new information
Alert sales, SDR, CSM via email, Slack, Salesforce tasks, etc.
Automatically trigger cadences and campaigns to speed up the buying process

Track Accounts

New executives spend 70% of budget in the first 100 days

Capture key new hires and promotions in your target accounts
Identify other missing relevant prospects
Prioritize prospects based on relationship strength and signals
Add new prospects directly to your CRM
Enroll them in sales cadences and campaigns
Refresh data every 2 weeks

Meeting Assistant

Capture and enrich contacts from your Calendar to Salesforce

Connect your Google or Outlook Calendar
New contacts are created and enriched in Salesforce and added to the right accounts & opportunities
Get daily updates in your inbox about who you’ll meet
Get monthly alerts of contacts that changed their jobs and their new contact information

Media

Setup

To turn on the Salesloft integration, head over to your UserGems instance and press the "Connect to Salesloft" button.

Follow the setup prompts to allow UserGems access to your Salesloft instance and automatically enroll champtions in Salesloft Cadences from UserGems playbooks. After this is done, you will be able to send over contacts to Salesloft right from the UserGems UI.

UserGems is offering a chance for Salesloft customers to track up to 1,000 champions for job changes for free. You will receive signals for each of these contacts whenever they change jobs in the future so you can sell to them at their next company.

If you're not a UserGems customer yet, but want to try receiving champion job change signals into Rhythm, register for free to upload 1,000 contacts. See the Resources section for more info on how to start tracking your buyers.