Which Accounts Should I Monitor?
You're interested in tracking your customer accounts and prospect accounts for missing contacts - especially when new decision-makers join - but unsure how to prioritize.
UserGems For CSM & Account Managers
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Prevent Churn When A Champion Leaves
Automatically get an alert in CRM and email when any of your customer contacts leaves the account so you can proactively multi-thread to prevent any churn risks.
Whenever your contacts change job, UserGems also flags the old contact as "Left Company" to keep your CRM up-to-date.
Prevent Churn When New Executives Join
UserGems continuously monitors your accounts to identify any new decision makers and champions, along with their contact information.
New decision-makers are the #1 sales trigger as they need to build a new tech stack and team. This presents a churn risk if you don't proactively reach out to understand their new goals and prove how your product can help them achieve their new goals.
Identify Cross-sell And Upsell Opportunities
Timely identify expansion opportunities when new decision-makers and champions join different functions within your customer accounts.
By having a full visibility in any key job movements within your accounts, CSM and AM can prioritize their books effectively to achieve their KPIs.
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Example CSM/AM Use Cases With UserGems
Proactive Churn Prevention
Alert CSM when a champion leaves their account and identify who replaces them
Cross-sell & Upsell
Know when a new buyer joins an account for multi-thread and expansion strategy
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