What is it?
On the Notifications Settings page you can activate or inactivate recurring notifications for your team. This is a critical part of Signal-based selling: ensuring the responsible parties are made aware of the UserGems under their purview, and providing clear guidance for next steps and action.
Notification Options
Pipeline and Revenue Summary Email
Who: Anyone with a 'Key UserGems Role' provided to your CSM
What: Shows all ROI performance of UserGems opportunities
How: Please request your CSM to enroll desired team members
Frequency: Weekly on Mondays
The bullets for each metric will be hidden if the value is 0.
There will be a link to view the UserGems attribution dashboard. If you are not an Admin yet, you will be prompted to sign in with Salesforce to create an account.
These emails show attribution in the following 3 ways:
- Sourced: A UserGems was created, contacted, and added to an opportunity as a first opportunity contact.
- Assisted: A UserGems was created, contacted, and added to an open opportunity which already had opp contact(s) associated.
- Suspected: A UserGems has activity, but is not added to the Opp. These should be reviewed with your CSM.
Opportunities moved to Closed Won:
A list of each opportunity that moved to closed won in the last 7 days for the respective attribution definition. The sub-section for the definition will be hidden if there are 0 opportunities.
Opportunities with updates:
A list of each open opportunity that was updated to the latest stage they were updated in the last 7 days for the respective attribution definition. The sub-section for the definition will be hidden if there are 0 opportunities.
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DRI Performace forManager Emails
Who: All Managers of owners of UserGems defined in Salesforce
What: Shows all uncontacted UserGems owned by the DRI.
Frequency: Weekly on Mondays. While the email will be sent weekly, the metrics shown will be from the last 30 days to ensure meaningful metrics can be sent each week
Exclusions: If all metrics are 0 for one of the DRI’s that report to the Manager, that DRI’s section will be hidden from the email. If all DRI’s are hidden / have 0 metrics, we will not send the email.
Job Change Emails (for Individual Contributors)
Who: All DRIs in UserGems (configured in UserGems Settings page)
What: Shows all uncontacted UserGems owned by the DRI.
Frequency: Weekly on Mondays
Customization available: only send job changes that occurred in the last 6 months
