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How Teams Can Use Clay for CRM Enrichment

Clay serves as an enrichment layer that maintains a two-way sync with your CRM, ensuring it is always up-to-date

Updated over 8 months ago

Setup and Workflow

  1. Marketing Operations Setup:

    • Your marketing operations team sets up all the required enrichments in Clay

    • These enrichments auto-sync with your CRM

  2. 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.

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