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.

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

Prevent Churn When New Executives Join

New decision-makers are the #1 sales trigger as they evaluate the tech stack and team that they inherited.

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.

Every month, UserGems identifies any new decision makers and champions that join your account so you can prioritize your book of account, preventing any churn risks.

ACCOUNT TRACKING

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 TRACKING
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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Ben Loeffler-Little

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.

// former vp of sales, periscope data
Dwight Richards

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!

// vp of sales & CLIENT SUCCESS, iwave
Becc Holland

When I came across UserGems, I thought it's really brilliant. It makes our sales conversations shorter -- from having to explain Chorus and our value props to "Hey, you've used Chorus before. How can we help you in this new role?"

// head of sales development, chorus.ai
Natasha Baker

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.

// ceo & founder, snapeda