Track when past customers change jobs using Salesforce contacts

Sends your Salesforce contacts to a job-change tracking service so you know when a customer or prospect moves to a new role.

How the work actually flows

A straight line. Runs once per one per contact.

Pattern: Sequence (1) ยท Multiple Instances with a priori Run-Time Knowledge (14)

flowchart TD trig(["scheduled contact batch pull"]):::trigtime s0[["send contact to tracking service"]]:::mi s1(("alert team on job change")):::human trig --> s0 s0 --> s1 out[/"ongoing job-change alerts for contacts"/]:::out pay{{"reconnect with contacts at new companies"}}:::pay s1 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itRuns once per itemA personResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
CRM & Sales Pipeline
Connects
SalesforceLoneScale

The problem it solves

Your best customers and prospects change jobs all the time, and you have no way of knowing until it's too late to reconnect. Losing track of a champion when they move to a new company means losing a warm relationship and a potential sale.

Who it fits

A sales team that wants to stay in touch with customers and prospects as their careers move.

How it works

  1. Automation pulls a batch of contacts from Salesforce
  2. Each contact is sent to the job-change tracking service
  3. The service monitors those contacts for job changes over time
  4. Your team gets alerted when a tracked contact moves roles
What you get

Customers you know just changed jobs

Your Salesforce contacts get tracked over time, and you find out the moment a past customer or prospect moves into a new role.

What you get

An ongoing list of contacts being monitored for job changes, with alerts when one happens.

What you need

A Salesforce account and a LoneScale subscription.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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