One of the most frequent questions we get from reps is, “Do you have a trial plan or free plan to test out how UserGems works?”

The answer was nountil now. 🎉

For the first time, we are offering reps the chance to try UserGems for free! All you need is Salesloft Rhythm and this guide to get you started.

UserGems + Salesloft Rhythm strengthens your outbound by tracking job change signals with the ability to track job change signals for up to 1,000 contacts – updated monthly – get notified within the Rhythm Live Feed and take the next steps in your Rhythm workflow.

To sign up for UserGems Starter:

• Step 1: https://app.usergems.com/api/signup/salesloft/starter

• ‍Step 2: Upload your list (CSV) of contacts you want to track

• Step 3: Set up your filters

Salesloft Rhythm and UserGems will notify you when the job-change processing is done and if any changes match your filters (from step 2).

[Update: from Nov 30th, 2023 onward, you'll also see a task auto-created in Rhythm with a suggested email messaging]

Before you upload that contact list, review the rest of this setup guide to find out exactly who you should track for job changes, how to add your contacts to UserGems Starter, and what actions to take next.

{{salesloft-rhythm-cta-1}}

Who should I track for job changes?

Complete this first step to get the most value out of your UserGems Starter account. Track the right people and plan how to action your signals. This approach creates one of the highest-performing playbooks in your toolbox.

Check out this walkthrough video on how to build your own Salesforce reports👇

Closed Won Opportunity Contacts

These contacts convert at the highest rate.

How to find them 👇

Export Closed Won Opportunity contacts from your CRM by creating an Opportunities with Contacts Roles report.

‍

Product Champions

Track past champions next—they convert at the second-highest rate after Closed Won Opportunity contacts. These contacts interact most with the product and/or Customer Success.

Here’s how to find them 👇

Track contacts marked as champions in your CRM fields. Look for fields labeled 'Customer Success POC' or 'Product Champion.'

End Users

And finally, to round out your UserGems Starter contact list, you can include end users. Focus on those end users who have relevant titles for your target audience.

Here’s how to find them 👇

Look for custom fields in your CRM indicating if a contact is a user. Alternatively, download this information directly from your product.

From there, use ‘contains’ filtering to make sure you’re only tracking those with relevant titles, as they’re more likely to change jobs into a similar role.

How to track contacts for job changes with UserGems Starter

Now for the automation: track job changes and book meetings without manual research.

This part is easy and only takes two steps.

1. Upload contacts to track

Upload a CSV of contacts to track to the self-serve portal in Salesloft Marketplace. Format the file as .csv and include these columns: First Name, Last Name, Email, and Current Company.

‍2. Choose what job changes to be alerted about:

Decide what job change alerts are most important to your workflows. Choose to receive alerts when either or both of these qualifications apply:

• a company already exists in your database

• only for Managers and above.

‍3. Turn on the UserGems Play in Salesloft Rhythm

In Salesloft (must be a Salesloft Admin) navigate to Settings > Workflow > Discover Plays and then click on "UserGems - Job Change"

Then, make sure "enable play after saving" is turned on.

Then click save.

You're now tracking champions automatically. Here are the playbooks that show you what to do when they move.

Bookmark these playbooks (including email templates) to get the most from job change tracking:

• What to do when a past champion joins an ICP account

• What to do when a past open opp contact joins an ICP account

• What to do when a past user or admin joins an ICP account

To unlock additional filtering functionalities, dynamically track new champions as they are added to your customer base, and automatically create new Lead or Contact records in Salesforce or Hubspot for these job changers, check out our full UserGems plan options.

Hit your number with UserGems and Salesloft

Track when your champions change jobs. Automate outreach. Map buying groups to find your best entry point into each account. Mimecast, Greenhouse, and Medallia use UserGems to convert job change signals into pipeline.

To see how job change tracking drives pipeline in your stack, book a demo or check out UserGems on Salesloft Marketplace.