Conduct a comprehensive audit of current sales operations, data sources, and go-to-market processes to uncover bottlenecks and design an automation roadmap. This includes mapping out required system integrations to centralize and clean company data.

Deploy foundational Clay workflows to build a centralized, up-to-date target database, integrate with the CRM (or data repository), and ensure data hygiene and blacklist management. This step ensures all outreach and pipeline management operate from a reliable, unified dataset.

Saves 8–12 hours per week previously spent on manual data entry, de-duplication, and prospect list creation, while reducing lead leakage and improving targeting precision for GTM campaigns.

Implement an automated enrichment process that updates CRM records with the latest company and contact data (e.g., job changes, funding, buying signals), providing real-time insights for accurate forecasting and proactive pipeline management.

Improves forecasting accuracy by 10–15% and shortens sales cycles by ensuring reps always work with the freshest data. Based on typical B2B sales environments where outdated data leads to missed opportunities and forecasting errors.