Background

UserGems will monitor your meaningful contacts to determine when these individuals change jobs or to suggest possible referrals to ICP accounts where they used to work. We can auto-import all of your Opportunity Contacts out of Salesforce, and we can also supplement additional cohorts to track by connecting to Salesforce reports.

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When UserGems identifies a job change or proposes a referral, we will prioritize the most important relationships and even use them in the messaging Gem-E writes into the sequence content.

Option 1: Import Automatically (recommended)

For opportunity contacts, UserGems can import directly out of your Salesforce without the need to build a report.

Option 2: Salesforce Reports

Connecting Salesforce reports is ideal for a few reasons:

• UserGems can automatically read your reports for updates on who we should be tracking
• You control the filtering around who is listed in these reports
• These reports can be saved in a specific folder in Salesforce where only those that should have access to them can see/edit them.

Salesforce reports can be Lead, Contact, Opportunity Contact Roles, or even custom objects. See below for more information regarding the columns needed.

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Option 3: CSVs

If you have a subset of users/contacts you want to track, and they exist in a database external to Salesforce (i.e. Users from your application or data warehouse), we can also read into CSV files and still return new leads/contacts into your Salesforce for these individuals at their new companies. The disadvantage of using CSVs is needing to import new ones each month.

Custom Integrations for Input Reports

If you have people that you'd like to track for job changes living in external systems such as a product user database (e.g. Mixpanel or Pendo) or data warehouse (e.g. Snowflake or Redshift), there are other options to automate the regular collection of new Contacts.

Reach out to your CSE to explore whether we could dynamically pull users from those systems without the need for a manual export and import into UserGems at no additional cost to you.

What Columns Should we Provide?

Regardless of what type of input report you create, please include the following fields if possible --- the more you can include, the better our match rate will be:

• First Name (Required)
  
• Last Name (Required)
• Company Name (Required) 
• Title (Strongly Suggested)
• Email Address (Strongly Suggested)
• Phone Number (Optional)
• LinkedIn URL (Optional)