Job Change Alerts in Salesforce (How To Start Tracking)

To see when your existing contacts, leads, or champions change jobs, you need to find a way to track job changes.

 min read

To see when your existing contacts, leads, or champions change jobs, you need to find a way to track job changes. Fortunately, our Salesforce integration makes it easier than ever to have confidence in the accuracy of your data. Naturally, over time, your Salesforce data will lose relevance as professionals move forward in their careers. This is where Salesbolt comes in.

We’ll talk a little more about Salesbolt later - and why it’s a must-have tool for teams. First, let’s explore what Salesforce job change alerts are and why they matter. If your team wants to squeeze more value from existing Salesforce data, having access to a tool that provides job change alerts in Salesforce seems like a no-brainer. So, how do these job change alerts work?

Salesforce Job Change Alerts (What Are They?)

Salesforce job change alerts enable you to see every time a champion leaves a customer. When you identify departing champions through Salesforce job change alerts, you know which customers are at risk of churning. If your biggest advocate at a company has moved elsewhere, your customer success team must quickly connect with the new contacts to prevent churn.

At the same time, Salesforce job change alerts can tell you where professionals have moved. If you had a champion move from one company to another, they may show interest in purchasing your product or service on behalf of their new employer. Job change alerts can flag churn risks and help sales teams identify opportunities to engage champions elsewhere.

Salesforce Company Change Alerts (Why Do They Matter?)

Without access to Salesforce company change alerts, you cannot get ahead of customer churn. If you are working on a customer success team, you will know that churn is relatively easy to track after the fact. It’s often difficult to find leading indicators of customer churn. This is where Salesforce company change alerts come in handy for customer success teams.

When you are aware of champions leaving their roles and moving to new companies, you can swiftly reach out to the new contacts at the company to make a sales pitch. Those who are unaware of contacts changes may leave it too late to reach out. If you allow too much time to pass, the new people could reallocate budgets before you even get to engage with them.

Salesforce Job Change Alerts (Salesbolt Preview)

Alongside mitigating the risk of customer churn, teams can use Salesforce company change alerts to see where their champions have gone. For instance, if a champion has transitioned into a new role at a similar company, you can reach out to them to discuss the use of your product or service at the new company. In terms of sales, this can result in some easy wins.

If you are not automatically alerted to these job changes, it’s going to take time for your sales team to figure out where your champions have gone. A straightforward alert system can save everyone time and get your sales team focused on winning new customers. Armed with the right knowledge, sales teams can pour their efforts into engaging departing champions.

Salesforce Job Change Tracking (Why Leverage LinkedIn?)

At this point, you are probably wondering how Salesforce job change tracking actually works. The mechanics of an integration capable of achieving this are relatively simple. The integration checks your Salesforce contacts to see whether they have changed their employer. Salesbolt’s integration uses LinkedIn data to add verified email addresses and phone numbers to contacts.

Salesbolt automatically monitors the LinkedIn profiles of your Salesforce contacts. When the Salesforce integration detects changes to their LinkedIn profiles, new records are created inside the platform, detailing the old employer and new employer. This makes it easy for customer success teams and sales teams to see what has changed inside Salesforce.  

Salesforce Company Change Tracking (Best Tool For 2022)

With the right integration at your disposal, you can use Salesforce company change tracking to your advantage. From preventing customer churn to identifying new sales opportunities, these tools are a game-changer for customer success teams and sales teams. When it comes to picking the best Salesforce job change integration, look no further than Salesbolt.

Contacts leaving customers is a major cause of revenue attrition. The problem is too big to ignore. Proactive customer churn programs are critical to inspiring customer retention. As a leading indicator of customer churn, Salesforce job change tracking integrations like Salesbolt ensure you get regular alerts whenever a key contact at a company changes their job position. 

Salesforce Lead Tracking (Why Use Salesbolt?)

With no minimum volumes or required contract lengths, Salesbolt is a flexible solution for teams and organizations of all sizes. Our pricing is entirely based on usage. While some teams check dozens of Salesforce records over a single quarter, others will need Salesbolt to scan through potentially millions of Salesforce records in a single week. This pricing is adjusted accordingly.

Even though usage data is a good leading indicator of customer churn, it’s not superior to job change alerts. In an ideal world, you should use job change data and usage data in tandem to build a picture of which customers are at risk. In many ways, usage data is a trailing indicator of customer churn. Job change alerts highlight which companies may restructure ahead of time. 

Salesforce New Job Tracking (Getting Started)

If you are ready to get started with a Salesforce job tracking solution, we would recommend taking Salesbolt for a spin. While we can offer you a free trial of Salesbolt, the real value of our Salesforce integration is unlocked through the monthly use of our solution. Over time, contacts will eventually move into new roles and Salesbolt will need to update your Salesforce data.

Install Salesbolt from the App Exchange today and begin to explore the tool’s potential.

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