Setup and Workflow
Marketing Operations Setup:
Your marketing operations team sets up all the required enrichments in Clay
These enrichments auto-sync with your CRM
SDR Workflow:
SDRs operate within the CRM as usual
To enrich a relevant company, SDRs simply click a box to trigger Clay enrichments in the background
Within seconds, the relevant enrichments are added to the CRM as fields for easy reference
Benefits
Always Up-to-Date CRM: Continuous syncing keeps CRM data current.
Streamlined SDR Operations: SDRs can focus on their CRM without needing to switch platforms.
Quick and Relevant Data: Enrichments are added within seconds, providing up-to-date information for SDRs.
Need More Help?
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