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CRM Enrichment Certification

CRM Enrichment Certification

Showcase your proficiency in transforming incomplete customer records into comprehensive, actionable profiles. Demonstrate your ability to import CRM data into Clay, enrich records with contact and company intelligence, clean and standardize the data, then bidirectionally sync back to your CRM with automated updates.

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Table of contents

Introduction

This rubric is designed to evaluate Clay table submissions for the CRM Enrichment certification. It provides a structured framework for assessing the quality, effectiveness, and implementation of best practices in Clay tables used for CRM Enrichment workflows.

Use this rubric as a guide for your table ahead of time - and make sure you feel like the workbook you’re submitting meets the standards listed here!

How to earn a certification

We’ll continue to release new courses and corresponding certifications every quarter - so stay tuned for more!

Explore rubric and criteria

Clay table

To earn a certification, you must submit a Clay table you’ve built that fits any of the certification categories.

80%

Passing score for each certification is ~80%, in addition to having met the critical factors for each certification.

1 week

Clay will take up to 1 week (often less) to evaluate your table according to the corresponding rubric and criteria for that certification, and will update you on the status of your certification.