How it works
0. Define your criteria
- Capture contacts from CRM, calendars, & product databases.
- Define your qualification criteria.
- Cleanse CRM & fill in white space.
1. A champion left her job
- Flag the old contact as “No longer at company.”
- Notify CSM to kick off “Churn Prevention” playbook.
2. She joins a target account
- Create a new contact record with her new information.
- Notify SDR & add the contact to a “Previous Champion” sequence.
3. Multi-thread the buying group
- Identify & rank missing key contacts in the target account.
- Add them to CRM
- Add them to relevant audiences for Marketing campaigns.
4. Accelerate deals
- Alert AE if another champion or a new buyer joins the account.
- Capture & enrich new contacts from meetings, & add them to CRM.
Rinse & repeat
How your entire revenue teams will benefit
- A qualified channel that converts 3X higher.
- Identify and prioritize key contacts in target accounts, automatically.
Deal Protection and Acceleration
- Stay on top of key personnel changes in target accounts.
- Easily multi-thread to 5X your win rates.
Expansion and Churn Prevention
- Know if there are key job changes to prevent any churn risks.
- Identify other stakeholders to drive expansion.
(actually) Accurate CRM
- Outdated contacts are flagged.
- Missing contacts are added to the right accounts & opportunities.
- No more chasing reps to update contact info.
Why the best revenue teams choose UserGems
in one year
in 6 months
in one year
"We tripled our entire outbound in one quarter. 50% of the phenomenal growth were generated through UserGems.”