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?”

For the first time, we are offering a free Starter plan — so you can try UserGems before you commit. 🎉

For the first time, we're offering revenue teams the chance to try UserGems for free. All you need is Salesloft Rhythm and this guide to get you started.

UserGems + Salesloft Rhythm supercharges your outbound by surfacing the right targets at the right time — starting with job change signals for up to 1,000 contacts — and routing intelligence directly into your Salesloft workflows so reps can act without leaving their existing tools.

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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

Rhythm + 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]

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✋ But before you upload that contact list, check out the rest of this set-up 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.

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Who should I track for job changes?

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This first step is the most important to get the most value out of your UserGems Starter account. Targeting the right people and acting on their signals quickly is one of the highest-converting outbound motions — customers using this playbook have seen significant lifts in pipeline from warm, signal-based outreach.

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

Closed Won Opportunity Contacts

These contacts are your highest-converting starting point.

How to find them 👇

Within your CRM, we’d recommend exporting Closed Won Opportunity contacts within your accounts by creating an Opportunities with Contacts Roles report.

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Product Champions

After Closed Won Opportunity contacts, the next highest-converting group is past champions. These contacts interact most with the product and/or Customer Success.

Here’s how to find them 👇

If a field in your CRM notes if someone is a champion, you should track those contacts. This field may look like " 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, you may be able to 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.

Setting Up Contact Targeting in UserGems Starter

Now for the part that drives pipeline: automating signal-based targeting so reps spend more time closing and less time on manual research.

This part is easy and only takes two steps.

1. Upload contacts to track

Upload a CSV of contacts you’d like to track to the self-serve portal in Salesloft Marketplace. The file must be in .csv format and include the following columns: First Name, Last Name, Email, and Current Company.

‍2. Choose what job changes to be alerted about:

Choose the job change conditions that matter most to your workflow. UserGems will notify you when either or both of these qualifications are met:

• 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've just unlocked a smarter way to run outbound — automated, signal-driven, and routed straight into your Salesloft workflow.

Before you start actioning signals, bookmark these playbooks (including email templates) we created to help you act on high-intent signals and convert warm opportunities into pipeline:

• 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 access advanced filtering, 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.

And when you're ready to upgrade to the full UserGems plan, you're covered by our money-back guarantee — so there's no risk in seeing what's possible.

UserGems and Salesloft: Turn Job Changes into Pipeline

UserGems helps companies like Mimecast, Greenhouse, and Medallia identify the right targets, surface timely buying signals, and route prioritized outreach directly into their existing workflows — so revenue teams reach their goals faster and more efficiently.

To see how UserGems helps your team know who to target, what to say, and when to act, book a demo or check out UserGems on Salesloft Marketplace.

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