What it is?
Your Ideal Customer Profile in UserGems helps UserGems understand which accounts are a good fit for your business. While you can always provide UserGems a list of known target/ICP accounts, this definition is meant to help capture the unknown good fit accounts and prioritize them and the people at these accounts accordingly.
Generating Your ICP
To generate or update your ICP, navigate to "Settings" > "Ideal Customer Profiles."
Your ICP in UserGems will be made up of 3 elements:
- Number of employees
- Industries
- Regions and Countries
To know which accounts are most important to enable and track signals on, we first need to know who you already sell to. For this, we can import your Customer and Open Opportunity accounts automatically. From here, our AI can reference this data to find lookalike accounts and generate a relevant Ideal Customer Profile based on company size, location, industry, and other data points. We can then surface new company and people level signals at ICP accounts regardless of if they are or are not in your Salesforce.
ICP Coverage
Once you've uploaded the above reports to generate your ICP, you'll see a banner at the top of the page and a smaller label within each section highlighting your ICP coverage based on your uploaded reports/lists of Customer and Open Opp accounts.
Further validate your ICP settings by comparing the criteria against your most recent customers using the chart "ICP status of your most recent customers" at the bottom of the page.
