Hey folks,
Does anyone have a good process for keeping customer contact info (e.g., primary contact, notice contact such as legal, billing contact, security contact, DPO, etc.) current using Ironclad or another tool? If so, I'm looking for the following info and would love to chat:
1.Tool or process - Ideally I am looking for a tool/integration that can map this info back to the appropriate Salesforce fields, but even keeping a separate up-to-date database would be workable.
2. Cadence - How often do you request this info?
3. Completion rate - Do you have a forcing function to make this mandatory or do you make it optional? If the latter, what is the approximate percent of your customer base that responds?
4. If you don't use Ironclad for this purpose, does it connect to your sales workflows in any way?
Thanks, all!
