Champion Tracking best practices

Use Champion Tracking for the specific customers, past customers, and personas you care most about.

Best practices

• Track existing customers and past customers where job changes are most valuable.

• Filter to the personas that matter for your sales motion.

• Avoid tracking every contact associated with an account if only certain roles are relevant.

• Create a focused persona for Champion Tracking to avoid wasting credits.

• Exclude personas that are not useful for champion outreach, such as finance or operations contacts if they are not your target buyers.

Example

If a finance or operations point of contact signed your deal but is not a useful future champion, exclude that role from Champion Tracking and focus on the customer personas you would actually want to re-engage.