USE CASE: Current Client Moving Into A New Role

Current Client Moving Into A New Role

In this example, we are exploring the use case of a current user of your product or service moving into a new role. There is an opportunity to target them in their new role and recommend the use of your product.

STEP 1 – Upload a list of your contacts as your clients

STEP 2 – Set up the monitoring of all existing clients that use your technology

Conditions that should be tailored:

  • Technology: Include what technology the company uses, which in this case, we are using the example of ‘Salesforce CRM’

STEP 3 – Set up a Triggr event for when someone in your client base changes jobs

Conditions that should be tailored:

  • Technology: Exclude what technology the company uses, which in this case, we are using the example of ‘Salesforce CRM’. This will notify you when someone in your client list moves to another company that does not utilise ‘Salesforce CRM’.


STEP 4 –  Set yourself up to receive the contact details of the individual that has changed roles

Identify where you would like your notifications delivered (e.g. Slack, Email, Chrome Plugin).


 

STEP 4 –  Send an email and be the first to act

Send an email with the most up to date context.


STEP 5 –  Win Big

With Triggr events you can:

  • Focus on selling by alleviating the time that it takes to research
  • Take actions immediately with the correct context
  • Accelerate deals by reaching the right people

Implementation Page

Chloe Zhang
24 sec read

Tech-powered sales

Chloe Zhang
1 min read

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