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Signal: New Hires & Promotions
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Introduction & Background

Thank you for your interest in UserGems! This guide will take you through the configuration of UserGems New  Hires & Promotions signal, which automatically adds missing key new hires and promotions to your CRM.

You will be partnered with a dedicated Customer Success Manager for the duration of your contract. You can expect a smooth and fully supported onboarding experience where we will cover everything in the guide below and more, including:

  • Connecting a UserGems Integration User
  • Adding Key Account Reports
  • Configuring Personas
  • Salesforce Settings
  • Testing & QA
  • Full team training run by UserGems (or we can train-the-trainer)
  • Go-live & ongoing program management

Step 1 - Determine Your Salesforce Integration Strategy

  • If you are an existing Customer using Champion Job Change tracking, you are likely already connected to UserGems with an integration user and can skip to Step 2
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  • If you are not utilizing the Champion Job Change signal yet, then your CSM will provide you with a signup link that you can use to connect your Salesforce Integration user to UserGems. UserGems will need read access to your Users, Leads/Contacts, Accounts, Opportunities, & Reports as well as write access to the Lead/Contact fields that you would like to set for the records that we deliver.

Step 2 - Configure Key Account Reports & Personas

Create Salesforce Reports of Key Accounts  

  • Columns needed: AccountId, Account Name, Website
  • Ensure that report is saved in a folder the integration user has access to (cannot be in any user’s private folder)

Upload Key Account Reports to relevant Categories in the UserGems Web App

  • Provide Report Id
  • Configure Report Settings
  • Map AccountId, Account Name, and Website to the related UserGems headers

Configure Persona(s) in UserGems and map them to Key Account Reports (more here on configuring Personas)

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For each account list, admins configure refresh intervals, limits, and default ownership for new leads/contacts(generally assign to account owner)

Step 3 - Configure Salesforce Mappings

Decide how records are created and which fields are updated when UserGems surfaces a new persona-matching contact to a key account.

Navigation: Account Tracking -> Settings -> Salesforce -> "Add new configuration"

Step 4 - Decide Your Rep Handoff Strategy and Create Workflows

Out of the box, we will generally assign new hires & promotion contacts to the existing account owner. However, admins can also optionally build powerful workflows directly in the UserGems web app for these contacts to help with things like:

  • Advanced/situational routing
  • Field updates
  • Email and/or Slack notifications
  • Auto-sequencing to Salesloft or Outreach

See here for everything Workflows!

Supporting resources: