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.