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Welcome

Getting started with Champify

Salesforce Install

How to install Champify’s Salesforce package, and the settings needed to ensure Champify can properly operate in your CRM. Not all items require action.

Contact Reports

Reports for the contacts to monitor.

Champify Configuration

How to configure Champify

Field Mapping

How to setup custom field mapping

Notifications

How to configure Champify alerts

Run Low Volume Test

Confirm expected behavior with smaller sample before activating with full volume.

Activate Jobs

Which channels are available for alerting and how to activate them

Frequently Asked Questions

Answers to frequently asked questions from customers.

Champify Explorer and Team Reporting

Views available for ICs, managers and leadership

Gainsight

How to integrate Champify with Gainsight

Catalyst

How to integrate Champify with Catalyst

Departure Email Alerts

How to leverage departure data without a CSM tool

SFDC Fields & Default Mappings

Fields written to by the Salesforce Package

Account Matching & Assignment

Accurate & flexible account matching and record assignment automation.

Champify Opportunity Attribution

Confidently measure Champify’s revenue impact

Opp Contact Role Matching

Custom automation to match contacts with the opportunities

Title Qualification - Track

Ensure your Track leads are in your ICP

Title Qualification - Key Arrivals

Ensure your Key Arrival leads are in your ICP

Champify Explorer - Sales Rep UI

Salesforce-native interface for reps to action Champifys

Salesforce API Usage

An overview of Champify’s API usage requirements

Prioritization

Assign champifys to tiers to help your team prioritize

Get Intro From

Increase your response rate through warm connections

Calendar Sync

How to setup Calendar Sync

Routing

How to add champifys into your routing

Email Alerts

How to setup Email Alerts

Slack Alerts

How to setup Slack Alerts

FAQs