Clay Support & Resources
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*When you activate a paid workspace.
So what is Clay and how does it work?
Clay is an incredibly powerful tool that I personally believe every sales and marketing organisation should be using.
You can find data (build lists), import existing data to enrich it further before cleaning it and exporting the data to your CRM, Sales Engagement tool or anywhere you want.
The possibilities in Clay are limitless. Outbound, Inbound, and CRM enrichment are just the tip of the iceberg of what’s possible.
What the hell is Claygent?
Claygent is an AI research agent that can answer pretty much any question.
It helps replace 99% of manual research so that reps never waste time manually researching companies again. Claygent can visit a list of domains, find any info, and report back.
It can also research people too.
Need help with Clay?
Want to find out how Clay might be a good fit for your org? Get in touch and I’ll do my best to answer your questions and point you in the right direction. If it seems like a project I can personally help with, I’ll let you know.
What does "Waterfall Enrichment" even mean?
Waterfall enrichment lets you search sequentially across multiple tools until you find a valid match.
Looking for valid emails, phone numbers, or other data points?
Using this technique it will search the first data source, if it can’t locate the data, it will move onto the next data source until the data is found (or not found in some cases).
What are the challenges with Clay?
A lot of people are put off using Clay as it does require a fair amount of learning to get the hang of it.
But it’s similar to learning Salesforrce or Hubspot,
Remember when it took you hours to build that dashboard, which now only takes minutes?
In the video I walk through a couple of other challenges too.
Need help with Clay?
Want to find out how Clay might be a good fit for your org? Get in touch and I’ll do my best to answer your questions and point you in the right direction. If it seems like a project I can personally help with, I’ll let you know.
What can I actually do with Clay?
There are hundreds of use cases with Clay that are applicable for Sales, RevOps and Marketing teams.
Broadly, they fall under the following categories:
- List building
- Enrichment
- Account research
- Scoring & signals
- Qualification & classification
- AI personalisation
- AI copywriting
Learn more below.
Clay Use Case Database & Templates
I’ve put together a database of over 100 use cases which you can filter by category, function and there’s even links to templates (where applicable).
Not sure where to start with Clay?
Don’t worry, we know how that feels.
I offer a number of services to support you with your Clay setup, automations and implementations.
Including:
- Coaching calls
- Video walkthroughs
- Shared templates
- Troubleshooting
I can also help if you want to understand how Clay could fit into your Tech Stack and how best to implement it.
