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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.
  • For one-off prospecting, SDRs can interact with Clay’s LinkedIn Chrome extension (one click sends a record to Clay, enriches it, and sends it onwards to a CRM.)

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.

Clay overview

Prospecting and list building

Data enrichment

AI enrichment

Personalized outreach

CRM Integrations

Pricing and credits

Free trial

Sales and customer support


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