My company, IntroCRM, is a fractional sales agency that helps small sales teams excel with email deliverability, list building, and messaging. Clay is a critical part of how we help our customers generate, qualify, and book time with leads. In this blog post, I’m going to describe our life before Clay, why and how we use it today, and show you an example of a creative prospecting campaign that we ran for a client.

In this post, we’ll go over how we automated six different outbound cold email campaigns using a single Clay table. Follow along step-by-step in our video.

In this campaign, we were selling sales engagement tools to marketing leaders in American B2B companies with under 100 employees. At a high level, we started with just a broad list of prospects’ names and emails from Apollo. From there, we used Clay to sort prospects into the following buckets: management consulting, recruiting, or financial services.

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Nailing your outbound sales and prospecting process can help you generate leads, acquire customers, and drive revenue growth. In this guide, we’ll share a step-by-step approach to troubleshooting each stage of your outbound sales campaign—whether you’re a new sales professional or a seasoned team leader.

We’ll cover how to check early campaigns, identify quality prospects, analyze insights from metrics, double down on well-performing sequences, and more, with detailed examples from our own experiences. You can use the table of contents to easily navigate to the areas that are most relevant to you.

When it comes to B2B sales, one of the biggest challenges is identifying potential customers and transforming them into qualified leads. However, by utilizing effective sales prospecting methods and tools, you can achieve more conversions and grow your business. In this ultimate guide to B2B sales prospecting, we'll delve into the most effective techniques, tools, and strategies to help you generate more quality leads, build a strong sales pipeline, and close more deals.

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Sales prospecting efforts can be a time-consuming and challenging task for any business. Finding the right prospects and gathering the necessary information to approach them can often feel like searching for a needle in a haystack. You may spend hours scouring various sources such as LinkedIn, Twitter, and company websites, only to come up with a fragmented and incomplete picture of your potential customers. The process of aggregating this information and organizing it into a usable format can take even more time and effort. However, what if we told you that you could create a sales prospecting list in just a few minutes? With Clay, an in-depth  sales prospecting tool, you can quickly and easily import prospects from multiple sources and enrich them with valuable information. You can also export this data to your preferred platform such as a CRM, saving you time and allowing you to focus on what you do best - closing deals!

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In today's fast-paced and highly competitive business landscape, it's more important than ever to have a solid sales strategy in place. While inbound sales and social media marketing can be effective in attracting potential customers, outbound sales is still a crucial component of any successful sales plan. Outbound sales refers to the process of actively reaching out to potential customers through methods such as cold calling, email marketing, and cold outreach. In this blog post, we'll explore the benefits of outbound sales, the types of businesses that can benefit from it, and how to execute a successful outbound sales strategy.

Private equity firms often seek out new investment opportunities and are always on the lookout for promising startups. In this blog post, our expert Eric Nowoslawski provides his tips and frameworks for launching successful lead generation strategies using cold email campaigns to target potential customers and qualified leads. The topics covered in this post include: the critical importance of the subject line, personalizing your cold email approach, focusing on getting a response instead of a sale, including a compelling call-to-action (CTA), emphasizing what your firm enables, keeping your emails short and sweet, limiting follow-up emails, defining your investment offer and marketing strategy, and utilizing cold email templates.

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Lead generation is a crucial aspect of sales and marketing for venture capital firms. In this blog post, our expert Eric Nowoslawski shares his tips and frameworks for lead generation through cold emails. By following his strategies, you can secure new investment opportunities, generate high-quality leads, and reach your target audience effectively. This post covers topics such as the importance of personalization in cold emails, the role of a clear call-to-action (CTA), defining your value proposition and marketing angle, and tips for crafting an effective cold email sequence.

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As a recruiter, having a well-rounded lead generation strategy is essential for reaching potential job candidates and securing new clients. In this post, we will go into detail about the key elements that can help optimize your lead generation and increase the chances of making a sale. The topics covered will include lead generation through cold email outreach, leveraging social media, the importance of having a sales team, creating landing pages, lead scoring, lead generation tools, and much more.

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Cold emails are a crucial component of lead generation for marketing agencies looking to expand their customer base and drive sales growth. In this post, we will highlight the key elements of a successful cold email marketing strategy, including optimizing subject lines, utilizing personalized email templates, and measuring metrics for lead generation optimization.

Cold emails are a crucial aspect of a successful b2b sales and lead generation strategy for SAAS Companies. In this blog post, our expert Eric Nowoslawski shares his tips and techniques for crafting personalized and effective cold emails that can generate new customers through a cold email outreach. Key topics discussed include optimizing cold email subject lines for better open rates, crafting compelling email body and email signature, tracking metrics, and identifying pain points to drive lead conversion.

Open AI has taken the world by storm with their generative image and text capabilities. The use cases in Sales and Marketing seems almost infinite. From coming up with ideas, writing customer facing copywriting, and automating customer support, every business can leverage AI in some way to boost their productivity.

The ‘job to be done’ for us is to prompt AI correctly to give better answers than what a person could write on their own.

I like to say, “Open AI is wildly powerful but it’s like a five year old at a bowling alley. On their own, the odds of getting a strike are zero. With bumpers, bowling ball ramp and some heavy direction, they can get a strike every time.”

When creating your own prompts, remember to be specific and feed as many details and examples into the data as you can.

Why should you do outbound sales?

You need to prove/disprove your hypothesis about the market.

Outbound sales is beneficial if you have hypotheses but need more certainty about who must have your product and why. It enables you to quickly create, test, and validate these hypotheses with real potential customers.

You get more control than you would with marketing.

Marketing allows you to get content in front of groups of people, but you have far less control over the exact people who will see it. In contrast, outbound sales allows you to pick the specific people that you want to target. This level of control removes the uncertainty of "did the people I want to test this with actually see my message?"

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Cold emails are one of your most powerful tools for landing new customers, but a few factors can determine whether your messages get trashed or earn replies. In this blog post, we take a look at cold email copywriting tips and frameworks from our resident expert Eric Nowoslawski, who has helped companies with cold email and outbound marketing. We'll cover what to keep in mind before you start an email sequence, how to write your offer and marketing angles, a framework for an effective initial cold email, and how to structure a complete cold email sequence.

Mastering the art of sending relevant and effective cold emails is crucial for any sales team that wants to convert new customers. The email deliverability landscape, however, can be overwhelming, with hundreds of strategies to consider amidst a constantly changing set of rules and red flags. In this post, we'll share our 21 best tips to help you land cold emails in prospects’ inboxes and acquire customers in 2023. Our guide includes mastering the basics, like setting up essential authentications, cleaning lists, and following sending limits, as well as creative techniques like how to use personalizations and spin taxes. No matter what the tip is, our overall philosophy is simple: whatever spammers do, try to do the opposite. 

Effective cold emails are critical for any business, but they’ve been extremely time-consuming to write—until now. Instead of spending hours reading LinkedIn bios and company websites, you can use OpenAI with Clay to quickly mass personalize your email outreach with the click of a few buttons. In this post, we’ll show you how to use OpenAI to write personalized outreach emails from scratch based on someone’s LinkedIn bio, company description, and more.

When building a Clay table, the sources, integrations, and CRM plugins can accomplish the goals of most users. Sometimes, there is a need for some data merging, splitting, or otherwise clean up that is needed in your table. This is where you can use Formulas to accomplish your goals!

In this blog, we are going to first go over how to think about formulas using the AI formula generator and then we will go over common formulas that you can write yourself in your Clay table.

Clay is a spreadsheet that fills itself with data from many data providers across the internet. We partner with data providers on your behalf to bring lots of different data sources — like job listings, tech stacks, news and more — into your workflows.

In this blog, we will go over a couple of functions in Clay that can will help you optimize your credit usage in Clay. There are many ways to optimize credit usage in Clay that the team has built into the product that we will go over in this blog. We will cover formulas that optimize your workflows and some features that are often overlooked that can help keep your credit usage down.

Here are 3 ways to optimize your Clay credit usage

Getting started with Google's Search Operator to creatively find new leads

Welcome to the second post in our series on how to use formulas in Clay!  We’re going to walk you through prioritizing your lead list using scoring formulas in Clay 🌶️

Ever wanted to learn formulas in Clay but didn't know where to start? Join the club. Just kidding. Read this and you'll be well on your way to mastering the basics of formulas.

If you’re an early stage startup, you’ve probably built a waitlist (or are considering one). And for most startups, it makes a lot of sense.

Ever wondered how many people use spreadsheets? Some estimates say around 800 million people use Microsoft Excel, and another 160–180 million use Google Sheets. Not bad for a tool that started as a basic visual calculator.

We hope you're having a wonderful Valentine's Day! On a day filled with love and joy, we thought we'd give you something close to our hearts- new Clay features 💝

Get ready to fall in love 👇

What's new at Clay

Hey friend,

New Year, new features! 🎊 We've been working hard on building out new integrations to give your teams superpowers for 2023.

We're also super pumped to announce that we've been selected as a finalist for the Golden Kitty Awards! We would love your help by upvoting us here.

Now for the good stuff!! 👇

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As you're getting ready for your wonderful Labor Day Weekend break, we're pumped to share some exciting updates to our sources and integrations within Clay 🧚

We hope you're staying cool with your Birkenstocks, bucket hats, and wonderful office AC. We're so pumped to share some new features and updates from Clay.

As we wish this year farewell, we're excited to share some of the bells, whistles, and magic the Clay team is building for you. We're forever in awe of each of you, and can't to see all you'll build in the new year 🎊

As we get closer to releasing Clay to a larger community, we're excited to share some new features and improvements with you 🤩. With some big features right around the corner, this month we're focused on making all of your interactions in Clay, big and small, absolutely delightful. Check out some of our recent updates:

We have a couple of new features up our sleeve, but before sharing those with you we are laser focused on making your time in Clay a little more magical - from duplicating tables, to smoother keyboard interactions, record counts and more.

In Clay 2.0, you can now source leads directly from Linkedin within the table. Our 'Clay Find People' source takes queries such as location, title, company, experience, skills, and more to search LinkedIn and add matches to your table.

While we'll be migrating all of our users over the fall, we're jazzed to be currently onboarding teams that have ✨ a waitlist to enrich and prioritize✨. This use case is ideal for those with a product in beta, whose signups are feeling unruly (don't be shy if that's you - that was us, too).

We are looking for users interested in testing our revamped UI! We've been teasing our revamped UI and are excited to get you in as soon as humanly possible 🏃.

This month we're prioritizing waitlists in the new UI. You would be a great fit for our beta if you need to better understand people and prioritize sign ups. Shoot us over a note if this sounds like you!