How to Turn Contact Job Changes into Pipeline in Salesforce

Your champions change jobs. Without real-time alerts, you risk churn at the old account and miss a warm door at the new one.

In this demo, see how Delpha Contact Job Tracker surfaces contact moves inside Salesforce so you protect renewals, improve forecast accuracy, and create net-new pipeline—automatically.

Business outcomes
• Protect revenue: early churn signals and handoff playbooks
• Create pipeline: instant alerts when contacts join target/strategic accounts
• Improve targeting: up-to-date role/company data for personalized outreach
• Operationalize it: tasks, routing, and dashboards directly in Salesforce

What’s in the demo
• Real-time move detection & alerts (email/Slack + Salesforce tasks)
• Auto-updates to contact/company, account mapping & ownership
• Dual playbooks: retain old account + activate new account
• Prioritization rules (ICP, segment, open opps) and routing
• Reporting on impact: saved renewals, sourced opps, forecast lift

Chapters (update timestamps)
00:00 Problem & impact
00:30 Live alerts in Salesforce
01:10 Auto-update & account mapping
01:50 Retain vs. activate playbooks
02:30 Routing & prioritization
03:00 Reporting & next steps