Gem can keep your prospect records up to date on an ongoing basis, automatically.
With an evergreen database of prospects, you can:
- reuse past Gem Projects to instantly create pipeline for new searches
- search through your CRM to re-sequence previously-encountered Prospects
- nurture Talent Pools over time with precision and confidence
Automatic profile refresh means that you don’t have to worry about your CRM growing stale over time, so that building and engaging with highly-qualified pipelines takes no more than a few clicks and requires no cross-validation against LinkedIn profiles. If you’ve already manually edited any of these fields in a Gem profile, rest assured that we won’t override those changes – we’ll just append any new information we have on that person.
What is Data Refresh?
Data Refresh is a Gem feature that automatically updates prospect information in Gem every 90-120 days (although some will be refreshed more often) so that prospect profiles are always up-to-date. Gem will refresh the following information on all prospect profiles with LinkedIn URLs:
- Job Title
- Company
- Location
- Past experience
- School
- Education history
Where can you see that a profile was refreshed?
At the top of each profile in the Gem extension, you’ll now see a line below the prospect’s name that says “Refreshed {X} days ago” :
You’ll also notice a column in Projects, Sequences, and Prospects showing when each profile was last refreshed (you may need to select that column to appear the “Columns” dropdown):
In certain cases, profiles cannot be refreshed; this most often occurs when people have marked their LinkedIn profiles as private in their profile settings.
How can I get Data Refresh for my team?
If you’re already a Gem customer, talk to your Gem Customer Success Manager or Account Executive. Otherwise, chat with us (in the lower right corner of this page) or email us at sales@gem.com to learn more.
When is Data Refresh not applied to a prospect?
- If the LinkedIn Profile from the prospect is not set to PUBLIC
- When the fields that are manually edited by a user on your team. All other data is refreshed
- e.g. Katarina Makmuri has a manual edit that changes their education. The next month, Katarina gets married and takes on the last name of their partner. Katarina’s last name will be refreshed and updated, but their education will remain as changed.
Have any issues or questions on this topic? Please feel free to contact your dedicated Gem Customer Success Manager directly or our Support team at support@gem.com.