November 2024 Product Release

Mary Caballero
November 27, 2024
November 2024 Product Release

Customize your notifications

Our new configurable alerting increases visibility when a change maker or former advocate joins an account. Select the members of the account team (CSM, AE, AM, BDR, manager) who should be alerted to a former customer arrival or a new exec hire. Have a key marketing stakeholder or sales leader who wants to be cued in on all leads in the repeat buyer channel? Can do ☑️

Salesforce Lightning Component for Accounts 

Make it crystal clear who to multithread to – our latest out-of-the-box components highlight the former customer contacts and new key hires at your customer and prospect accounts. Drag and drop these onto the account page so reps can see their Champifys without navigating out of their current workflow.

Example Account Lightening Component

New Global Users

Easily allow your Champify POC to have a birds’ eye view into the channel – this person will receive alerts across accounts and will have their Champify list reflect all former customer records in your CRM.

Leverage  “No Longer at Company” across your systems

Make sure your reps aren’t wasting their time with contacts who’ve changed roles, and your email deliverability isn’t impacted by sending emails to contacts who’ve departed. 

Use our employment data to update your global contact departure flag (e.g. “do not contact” / “no longer at company”) and ensure your contacts are up to date in every system (Outreach, Marketo, Hubspot). This can be done in 3-clicks, no need for complex Salesforce flows.

An early holiday gift from our revenue experts:

How to sell to the C-suite

Only 3 people at Salesloft have the right approvals to sign off on Champify! The same likely goes for your software. Salesloft’s VP of Sales Development David Vertin let us in on how his team sells to execs, specifically, how to build a compelling POV for an exec and the importance of the 1% rule. Get all the takeaways here.

How to build a cold calling culture

Anastasia Chihai built the outbound motion at Upland, double the amount of pipeline her team created. Calling was a core component to her strategy – use her scorecard to coach your reps or score yourself to see how good you are on the phone.

How to use new exec hires to mitigate risk in open opps

New executives can present risk with your open opps, even when priorities align well. Champify cofounder Stephen Ruff outlines how to take proactive & thoughtful action to mitigate risk and potentially drive a bigger outcome. See how the approach differs for early stage and late stage opps.