Who can do this?
Signal: Contact Tracking

Scorecard: Filtering

What is it?

The filtering grade is based on what percent of UserGems job changes detected are being filtered out from getting created as new contacts/leads in Salesforce.

Why it's important

Importance: Critical 🚨

There are some instances in which filtering might make sense; for example a job changer lands at a competitor account. However, filtering too many of your job changes likely means you’re either A. Being too strict and missing out on valuable changes, B. You’re not tracking the right titles. Both scenarios will have a direct impact on the success of this program.

How it’s scored

How to improve

  1. Chat with your CSM about what filters are currently applied and how many job changes are currently being filtered out.
  2. Ask your CSM to send to a file of job changes found that are currently being filtered from sending. Review this list to see if some relevant job changes are being filtered out and which filters could be preventing any of these relevant changes from being sent.
  3. Don’t be too strict on filters. Most any job change from a past buyer, user, or evaluator is warmer than cold outreach because they already know your company.