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How LeanData’s RevOps Team Deploys UserGems for Repeat Customer Plays

Walk into any sales, marketing, or revenue technology conference today and you’ll hear phrases like:

  • Put that lead into a nurture stream
  • Automate sales tasks with an SEP
  • Route the lead to the appropriate round robin and enforce the SLAs
  • Leverage opportunity routing with a Demand Unit Waterfall 

While dropping these phrases may help a newbie mingle at a conference cocktail hour, people rarely lift the metaphorical hood to reveal what’s really going on in their tech stack — uncovering just what makes the magic happen. 

So you’re in luck! Today we’re pulling back the curtain to show how the LeanData RevOps team deploys one of our go-to-market (GTM) outbound plays we call “Virality 2.0.” 

In this play, the LeanData and UserGems platforms work together to drive repeat business by accelerating the identification of relevant buyers, improving lead and contact assignment accuracy, and re-routing lost opportunities for follow up. 

Image of a stage curtain pulling to the sides, revealing a LeanData FlowBuilder GTM graph.

What is Customer Virality?

Just like a good TikTok video, every tech company wants their product to take off and go viral. Customer virality means your buyers love your product, talk about it with their friends, and bring it with them when they change jobs. 

One of the best outbound strategies taps into your relationships with past customers. Former customers refer more people, promote your business, and have a higher chance of converting. They already have a good understanding of your product and don’t need the education or extensive meetings characteristic of the typical SaaS sales process.

However, with so much job turnover, the challenge comes in finding your former customers. A Pew Research study found that 2.5% of workers (about 4 million) switched jobs each month in 2022. This equates to a 30% annual turnover of workers. 

While you could task someone on your team to manually research job changes, this process is not only time-consuming, it won’t scale. 

Enter LeanData partner UserGems, a native Salesforce application that supports customer virality by alerting sales reps when opportunity contacts and former customers change jobs. LeanData’s RevOps team uses both platforms, working together, to drive pipeline growth. 

Image of the LeanData and UserGems logos being fitted together like two puzzle pieces.

Defining LeanData’s Viral Customers & Opportunities

LeanData’s customer virality play breaks potential buyers into four categories of job changes:

#1 Past Champion Contact: A power user or champion of LeanData — this person was identified as a key contact post-sale and has now moved to a new company.

The next three potential buyers were likely part of the original buying committee, have a good understanding of LeanData, and have already evaluated and/or purchased our product.

#2 Past “Closed Won Opportunity” Contact: A contact added as a contact role to a Closed Won Opportunity in Salesforce who has moved to a new company 

#3 Past “Open Opportunity” Contact: A contact added to an Open Opportunity in Salesforce who has moved to a new company

#4 Past “Closed Lost Opportunity” Contact: A contact added to a Closed Lost Opportunity in Salesforce who moves to a new company.

Incorporating UserGems into the LeanData FlowBuilder

Once surfaced by UserGems, each category of potential buyer is automatically entered into a workflow in LeanData’s FlowBuilder. The following four steps summarize the automated actions shown in the graph:Image of a LeanData FlowBuilder graph using a UserGems integration.

Step 1: The LeanData routing scheduler automatically creates or updates new records for new job changes detected by UserGems. (This can also be done with the UserGems trigger node.)

Step 2: LeanData matches new leads to accounts or updates existing contact records, and converts new leads to a contact. The routing flow round robins unassigned accounts and sends different alerts for assigned accounts, taking into consideration accounts or contacts that may already be active in an open deal cycle or Outreach sequence.

Step 3: LeanData automates Slack alerts to the appropriate account executive (AE) or sales development representative (SDR) with context and the appropriate call to action. The SDR researches the contact and account, strategizes with their AE, and follows up within 48 hours.

Step 4: LeanData automatically enrolls the prospect into a persona-based Outreach sequence.

Contextual Outbound Supported by Slack Alerts

When the FlowBuilder graph automates a Slack alert to the appropriate LeanData sales rep, the alert is full of contextual information that helps personalize outreach. This contextual information includes the contact’s past relationship with LeanData as well as their new job title, start date, company name, and new email address. 

The LeanData sales rep can click on the contact name in the Slack alert and connect to the contact record in Salesforce. The contact record now includes a section for UserGems, providing context into the contact’s past interactions with LeanData. The sales rep can investigate the previous account or opportunity to gain intelligence, or potentially identify a LeanData coworker to help make a warm introduction. 

image of a man and a woman both outstretching their hands in welcome.

Evaluate, Iterate, Repeat

Upon launching Virality 2.0, the LeanData team was able to generate $100K in new pipeline in just over one week. We also found the open rates for the Outreach sequences to be higher than usual while overall bounce rates were similar to other non-UserGems campaigns. 

This entire GTM play is monitored and maintained by one SalesOps pro, a considerable time savings when compared with the custom code and manpower necessary to duplicate this same GTM motion in Salesforce. LeanData’s no-code, drag-and-drop platform makes it easy to evaluate the flow through detailed audit logs and make changes in real time.

UserGems and LeanData working together is simply a game changer. When you can take a manual process, one that’s difficult to scale and automate, but adds tremendous value, and turn it into a process that’s automated, efficient, and generates pipeline more quickly …

… it doesn’t get much better than that.

  • Customer Virality
  • Integrations
  • revenue orchestration
  • UserGems
About the Author
Monica Bacican
Monica Bacican
Sr. Sales Operations Manager at LeanData

Monica Bacican is a Senior Sales Operations Manager at LeanData, where she uses her analytic abilities and strong relationship-building skills to reduce friction, remove bottlenecks and improve revenue team processes. Connect with Monica on LinkedIn and Twitter.