of client data:
- We use SalesForce as our system of record and
this is where our internal employees capture
detailed account & contact information.
- We also have a learning
and engagement application where our clients
self-register to take training, post
questions register for live sessions, etc. There
are contacts in this application that are not in SFDC.
Right now, we feed data from the learning application to
Gainsight that includes name, email address, company and the contact’s
learning/engagement activity. This is then aggregated and displayed in
dashboards on the C360 in Gainsight.
My question is this: Is there a business rule we could
write that would compare the email address of the contacts imported from the learning
application with contacts in SFDC and
provide a list of engaged contacts that the CSM should know about and potentially add to SFDC? I envision a report of some sort on the 360.
