How Harmonic automated their SDR workflows in Clay to increase output and conversion rates

The challenge: managing SDR workflows across fragmented tools

Before Clay, Harmonic's SDR team used multiple tools to manage outbound campaigns and track buying signals. They faced several challenges:

• Tool overload: SDRs juggled a dozen tools to collect signals and enrich data.
• Manual processes: SDRs manually identified prospects and populated cadences in SalesLoft, slowing them down.
• Uneven workload distribution: Some outbound triggers were more successful than others, leading to inconsistent results.

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The solution: centralized SDR workflows with Clay

To solve these issues, Harmonic centralized their data feeds and automated workflows in Clay. This streamlined operations, enabling SDRs to work more efficiently and focus on higher-value tasks.

Automating inbound lead enrichment and processing

Before Clay, SDRs manually processed inbound leads, slowing follow-up times and leading to missed opportunities. By integrating Clay into the inbound lead workflow, Harmonic automated lead enrichment and routing, speeding up follow-ups and improving lead management.

How it works:

• Automated enrichment: When a lead submits a form on their website, Clay automatically adds it to a base and enriches it with contact details.
• Lead routing: Leads are routed to the appropriate SDR or AE based on territory or account ownership, cutting out manual effort.
• Customized follow-up workflow: SDRs follow up faster with personalized messages based on enriched data, ensuring more relevant communication.

This automation led to faster response times, higher conversion rates, and significant time savings for SDRs.

"With Clay, we’ve automated the entire inbound lead process—from enrichment to routing. Now, instead of wasting time manually entering data, our SDRs can focus on connecting with leads right away, with all the information they need at their fingertips. It's made us faster and more efficient," says Darri.

Co-investor outreach based on funding events

Timely outreach is critical for Harmonic when reaching out to its core customers. Before Clay, this process was manual, involving multiple tools and missed opportunities. Now, Harmonic can automate data enrichment and personalized, event-triggered outreach.

How it works:

• Identifying funding events: Harmonic’s database tracks events like Series A or B rounds and sends data to Clay via API.
• Co-investor enrichment: Harmonic finds funds that often invest alongside the lead investor of a recent round and enriches them in Clay before reaching out with a relevant value proposition.
• Personalized outreach: Clay automates outreach within 24-48 hours of the event, allowing SDRs to scale more efficiently.

"With Clay, we’ve automated how we track funding events and reach out to co-investors,” says Darri. “It’s given us the ability to react quickly, sending personalized messages within 24-48 hours of a funding announcement, which has made a big difference in engagement."

Automated no-show follow-up workflow

No-shows are common, and manually managing follow-ups takes time.

So Harmonic enlisted Clay to automate this process, ensuring no leads slipped through the cracks.

How it works:

• Automated detection: When a meeting is marked as a no-show in Slack, the data is automatically pushed to Salesforce and Clay.
• Triggering follow-up tasks: Clay schedules follow-up tasks immediately.
• Personalized re-engagement: Clay generates personalized follow-up messages referencing the missed meeting and offering rescheduling options.

This automation led to higher rescheduled meeting rates, with SDRs focusing on high-value activities instead of tracking no-shows.

"Clay has completely taken the manual work out of following up on no-shows. Now, instead of worrying about tracking missed meetings, we have an automated system that schedules follow-ups and sends personalized messages, helping us get those prospects back on track without any extra effort."

Closed-lost re-engagement sequence

Before Clay, re-engaging closed-lost leads was inconsistent and manual.

Now, Harmonic automates re-engagement, ensuring timely, relevant outreach.

How it works:

• Automatic trigger: Clay adds closed-lost deals to a re-engagement queue after 6-12 months of no contact.
• Data enrichment: Clay updates contact info and signals like job changes, promotions, or funding rounds.
• Personalized outreach: Clay triggers messaging tailored to recent updates and past interactions.

"We’ve set up a re-engagement flow for closed-lost deals, and it’s been really effective," says Darri. "After six months of no contact, Clay automatically pulls them back into our system, and we’re able to re-engage based on new triggers like job changes or funding rounds. It’s helping us revive deals we thought were dead."