djimenez@userlytics.com
These are 3 AI-automated workflows ideas we can help you implement:
1
Initial Clay Setup: TAM Mapping, Database Building, CRM Integration
Establish a robust data foundation by mapping the Total Addressable Market (TAM), building a dynamic prospect database, and integrating with Salesforce and Pardot. Automated enrichment ensures evolving ICP signals are captured and updated, even as the target profile remains fluid.
Reduces manual data research and list-building by 70%, enabling sales and marketing to focus on engagement rather than sourcing. With dynamic enrichment, pipeline coverage grows by 20–30% as new, relevant segments are continuously identified and added.
2
Clay Contacts Data Enrichment System
Continuously enrich and deduplicate leads and accounts using real-time signals (job changes, company events) across your CRM and marketing stack. This workflow ensures that, despite an unclear ICP, all available records are kept accurate and actionable for targeted outreach.
Prevents up to 25% of pipeline leakage due to outdated or fragmented data, and saves 4–6 hours per week per rep in manual research and deduplication, directly improving conversion rates and attribution accuracy.
3
Sales Audit, RevOps & GTM Automation Strategy
Conduct a deep audit of current lead lifecycle workflows, CRM and MarTech stack utilization, and GTM automation. Identify integration bottlenecks and design adaptive processes that keep pace with shifting market and ICP signals, ensuring seamless lead management.
Improves lead handoff and qualification consistency, reducing pipeline friction and increasing sales velocity by 15%. Aligns revenue operations to market realities, minimizing tool fragmentation and integration failures.