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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.

CHAMPION TRACKING
UserGems lead list in Salesforce
UserGems ICP leads in target accounts

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.

ACCOUNT-BASED TARGETING

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.

ACCOUNT-BASED TARGETING
Illustration by upklyak

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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idaptive logo
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Hear From Our Customers

UserGems delivers true, concrete ROI on day one. It has turned out to be one of the most valuable solutions we have added to our go-to-market tech stack in the last two years.

BEN LOEFFLER-LITTLE
former VP of Sales, Sisense

I would definitely recommend UserGems. We evaluated the quality of their data across all the competitors (ClearBit, Pipl, etc.) and they were by far the best in terms of coverage.

NATASHA BAKER
CEO and Founder, SnapEDA

UserGems gives our ADRs faster access to key people to reach out to. We can’t imagine operating without UserGems in our sales stack!

TESSA GREENLEAF
former ADR Manager, Sisense

This week alone, we had several demos booked in the first hour with opportunities we wouldn't have found otherwise. We also identified current clients that had our main contact leave. This level of insight is invaluable! The support at UserGems is top notch and they have provided excellent training.

DWIGHT RICHARDS
VP Sales & Client Success, iWave