started g2 changes. notes and todos from other companies.

CustomerNotes/Terminus.md

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+# Terminus
+
+## 5/2/2023
+
+### Data Discussion & Flow
+
+Cherrill Hartman - Attended
+Kevin Heraly - Medication complications and new issues. Had a seizure. Feeling sick (migraines, etc).
+Kelly Roman - Non-technical data/SFDC Admin
+
+Kevin - Head of RevOps. Kelly works for Kevin. Also currently running SFDC.
+
+Ideal things to cover this meeting:
+
+* Salesforce is Source of Truth, but also not a dumping database.
+* If they are putting items in Salesforce, they are doing it intentionally.
+* They can use a S3 bucket as a dumping/warehouse.
+* Salesforce > Gainsight and is one way.
+* Gainsight's S3 is the bucket
+
+Gainsight records only get created for existing customers. They have a catch-all for unlinked enrollments.
+
+The issues with Gmail/Yahoo addresses is the people/leads end up in no-man's land. No one reaches out to them and they
+don't get entered in any campaigns, etc.
+
+Who is the main communication engine? Gainsight does a terrible job of mass emails. Lots of block lists.
+Campaign process, controlled by pre-sales marketing.
+
+Gainsight could be a great option, but people have to meet "criteria" to send emails.
+
+They use LeanData for checking for duplicates in their various systems. That's where Webhooks would be created.