How can we help?

What is it?

The Referrals signal identifies past employers of your current customer champions who now work at target accounts. This helps you leverage warm introductions to break into new accounts.

How it works

1. Upload your Tracked Contacts list to ensure UserGems knows your active champions.
2. Upload your Target Accounts list so UserGems can cross-reference former employers.
3. Activate the Referrals signal in the Signals Library.
4. UserGems will:
   • Identify champions who previously worked at a target account.
   • Provide insights for warm introductions.
5. Use campaign workflows to:
   • Notify CSMs and Sales Reps about introduction opportunities.
   • Reach out directly to the target account and name-drop the champion.