Our team is considering getting our sales team more involved/dependent on People Maps. It works well for our CS team currently, but our Sales team relies more on Leads vs Contacts. We’re currently using the Contact Id as the identifier, so that we can capture changes in name/emails without creating duplicates in Gainsight. Has anyone decided to sync in both contacts and leads and have any words of advice? Do you sync leads at a certain point in the sales process for an account to avoid bringing in ‘junk’ leads? What do you use as the identifier to capture both sources? Last, how do you most efficiently handle adding new leads/contacts? We currently struggle just on the contact side with CSMs manually adding a new ‘person’ via the +PERSON button in people maps because we can’t turn it off. Since we use the contact id as our identifier, these manually added people are never tied to a contact record and thus will never have user related data from salesforce.
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