Who on my team should use Clay?

Here are a few typically successful team setups we’ve seen with Clay.

At enterprise companies:

  • GTM leaders decide the criteria for lead enrichment, segmentation, and outreach
  • A GTM operations team member implements the above criteria into Clay. (Clay is the team’s “enrichment layer,” which syncs to the CRM to keep data live and accurate).
  • SDRs do not interface directly with Clay. Instead, they benefit from already-curated leads, enriched data, personalizations in their CRMs.
    • For example, one client’s SDRs simply click a button in Salesforce to fetch enriched data from Clay, including relevant a company summary, relevant contacts, and a draft message.

At startups, a growth lead often implements Clay and runs all of the company’s outreach single-handedly. Once the company reaches some level of volume, these startups hire a sales team member to help with live conversations.

At outbound agencies, one founder often sets up and runs Clay campaigns on behalf of many clients.

Learn with our resources

Check out Clay University, read our GTM blog, or try out our top templates to transform your growth ideas into outreach in minutes.

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Clay University

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Integrations

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Templates

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Clay's Chrome extension

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