Name: How AEs and SDRs use Champify
Uploaded: 2024-12-26T21:50:13.000Z
Duration: 8 min 6 s
Description: Create and close more opportunities by tracking & engaging your customers as they change jobs.

champify.png

Champify

Paid

Champify surfaces when previous customers, champions, and users change jobs - so you can build pipeline, increase win rates, and expand with people who already love your service by monitoring and alerting when key contacts leave and join customer accounts.

See how your sellers can be alerted with current customers and champions change jobs.  

Champify Demo

How RevOps Teams use Champify

In this video, CEO Todd Bustler shows you how to set up Champli inside Salesforce. Champli tracks your customer champions when they change jobs, watches for new executives in your key accounts, and keeps your contacts clean and full of up-to-date info. You’ll learn how to link Champli to Salesforce reports or CSV files, pick which accounts and job titles to follow, and send alerts or leads to your team using email, Slack, or your own routing rules. You’ll also see Champli’s reports on new leads, team activity, and sales pipeline. With Champli, you never miss an opportunity and your data stays fresh automatically.

Todd Bustler, co-founder and CEO of Champli, introduces a walkthrough of the setup process for the Champlify application and solution.

Introduction to Champlify Setup

Overview of three key benefits: best-in-class champion tracking, monitoring executive arrivals in target accounts, and keeping contacts clean, fresh, and enriched.

How Champlify Helps Your Business

Learn how Champlify reads standard Salesforce reports (or CSV files) to automatically capture champions—customers, users, and success contacts—without manual updates.

Identifying Key Advocates

Set up the accounts that matter most—target accounts, open opportunities, existing customers, and closed-lost deals—using Salesforce reports to trigger alerts on key executive movements.

Choosing Accounts to Monitor

See an example of detecting a champion’s job change, using AI and human-readable rules to qualify the update, marking old records inactive and creating new contact records linked to the original.

Champion Movement Example

Customize inclusion and exclusion filters by title, account size, industry, and more. Choose how to route updates—creating leads, contacts, or hybrid objects—and handle duplicates and opportunity matching.

Filtering & Routing Champions

Configure email and Slack alerts, schedule enrichment jobs, and test notifications. Use standard Salesforce reporting or Champlify’s out-of-the-box pipeline reports to track created opportunities and activity.

Notifications & Reporting

Recap of Champlify’s three core functions—champion tracking, exec arrival alerts, and data enrichment—and pointers to Champlify.io and documentation for further learning.

Summary & Next Steps

How AEs and SDRs use Champify

You will watch a short demo of Champlify. It is a tool that helps sales teams use their best contacts from past customers. In the video, you will learn how Champlify:
• Tracks thousands of past buyers and tells you when they start new jobs.
• Sends alerts by email and Slack so you know whom to reach out to.
• Fixes your Salesforce by matching contacts to the right company.
• Shows a clear view of who is a top contact at each account.

This solves the problem of lost leads and messy data so you can create more sales.

Todd Bustler, co-founder and CEO of Champlify, welcomes viewers.

Introduction

Overview of a short demo for AEs, SDRs, and frontline managers.

Demo Overview & Target Audience

Champlify’s core features: champion tracking, exec arrival alerts, and CRM automation.

Three Pillars of Champlify

How Champlify taps into each company’s unique customer relationships to build pipeline.

Leveraging Unique Advocacy

Explains why reaching out to previous users and buyers increases evaluation and close rates.

Value of Engaging Past Buyers

Champlify installs via Salesforce, calendar, and product usage data to identify advocates automatically.

Setup & Integrations

Automated monitoring of advocates’ job changes and updating leads and contacts in Salesforce.

Behind-the-Scenes Advocate Tracking

Reps receive instant email and Slack notifications when advocates join or move within target accounts.

Real-Time Alerts

Dashboard view shows tracked contacts at owned accounts, including past relationships and new exec arrivals.

Personalized Rep Dashboard

Account-level view with intent data highlights champions and summarizes key account activity.

Account Blueprint & Prospecting

Close more opportunities by tracking customers as they change jobs. 

Champify offers several key features:

- **Job Change Tracking**: Automatically monitors when your customers or users change jobs, updating your records accordingly. ([champify.io](https://www.champify.io/?utm_source=openai))
- **CRM Integration**: Seamlessly integrates with systems like Salesforce to keep your contact information current. ([champify.io](https://www.champify.io/platform/champion-tracking?utm_source=openai))
- **Warm Lead Identification**: Highlights former customers in new roles, providing warm leads for your sales team. ([champify.io](https://www.champify.io/?utm_source=openai))
- **Automated Alerts**: Sends notifications to your team when key contacts change jobs, ensuring timely follow-up. ([champify.io](https://www.champify.io/platform/champion-tracking?utm_source=openai))
- **Data Enrichment**: Enhances your contact data with up-to-date information, improving outreach effectiveness. ([champify.io](https://www.champify.io/platform/champion-tracking?utm_source=openai))

features

Companies use Champify in various ways:

- **Sales Prospecting**: Identifying and reaching out to former customers in new roles to generate new sales opportunities. ([champify.io](https://www.champify.io/?utm_source=openai))
- **Customer Retention**: Monitoring when key contacts leave current customer accounts to prevent churn. ([champify.io](https://www.champify.io/?utm_source=openai))
- **Account-Based Marketing**: Targeting accounts with multiple warm contacts to increase conversion rates. ([champify.io](https://www.champify.io/?utm_source=openai))
- **Data Management**: Keeping CRM systems updated with accurate contact information to support sales and marketing efforts. ([champify.io](https://www.champify.io/platform/champion-tracking?utm_source=openai))

use_cases

For more information on Champify's privacy practices and terms of service, you can visit their [Platform Privacy Notice](https://www.champify.io/platform-privacy).

legal_info

Champify stands out by focusing on tracking job changes of existing customers and users, enabling businesses to leverage pre-existing relationships for new sales opportunities. Its seamless integration with CRM systems like Salesforce ensures that contact information is always up-to-date, and its automated alerts keep sales teams informed about key changes. ([champify.io](https://www.champify.io/?utm_source=openai))

company_uniqueness

Champify serves a variety of customers across different industries. Notable examples include:

- **Reachdesk**: A company that booked its first meeting through Champify within 30 minutes of onboarding. ([champify.io](https://www.champify.io/?utm_source=openai))
- **Quantum Metric**: A business that sourced almost $1 million in new pipeline within six months using Champify. ([champify.io](https://www.champify.io/?utm_source=openai))
- **TrackVia**: A company that found Champify to be their top lead source, producing quicker deals and more value. ([champify.io](https://www.champify.io/?utm_source=openai))

best_customers

Champify offers different pricing plans based on the number of leads:

- **Growth Plan**: $1,250 per month for 1,000-3,000 leads.
- **Pro Plan**: $3,000 per month for 5,000-10,000 leads.
- **Enterprise Plan**: Custom pricing for 80,000+ contacts.

There is also an onboarding fee of $3,000-$4,000, and they offer a 2x return on investment guarantee. ([outstation.uk](https://outstation.uk/b2b-sales-tools-software-directory/champify/?utm_source=openai))

price_estimate

Champify is a software company that helps businesses track when their customers or users change jobs. This allows companies to reconnect with people who already know and like their products, helping to build new sales opportunities and keep existing customers happy. ([champify.io](https://www.champify.io/?utm_source=openai))

company_summary

Champify is designed for businesses of various sizes, typically ranging from 50 to over 1,000 employees. It's especially useful for:

- **Sales Teams**: Sales Representatives, Account Executives, Sales Managers.
- **Marketing Teams**: Marketing Managers, Demand Generation Specialists.
- **Customer Success Teams**: Customer Success Managers, Account Managers.

Industries that benefit from Champify include:

- **Technology**
- **Software Development**
- **Business Services**
- **Financial Services**
- **Healthcare**

How AEs and SDRs use Champify

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