Deploy an automated workflow using Clay to continuously clean, deduplicate, and enrich CRM and marketing data across all integrated tools. This ensures that every lead and account profile remains accurate, up-to-date, and free of duplicates—critical for reliable GTM automations.

Implement seamless, rule-based automation for lead handoffs between marketing, sales, and customer success using Clay triggers and integrations. The system dynamically assigns lead ownership and updates status in real-time, eliminating friction and errors in the transition process.

Cuts lead response and handoff times from hours to minutes, reducing leakage and boosting SQL-to-Opportunity conversion by 15–25%. Frees up 5+ hours/week per team lead by eliminating manual reassignment and follow-up tasks.

Build a Clay-powered dashboard that consolidates pipeline data from all connected systems (CRM, marketing, CS) to visualize deal stages, flag data gaps, and generate forecast accuracy reports for revenue ops leadership.

Improves forecasting accuracy by 20–30% and enhances pipeline hygiene. Saves 3–5 hours/week previously spent on manual data pulls and report creation, empowering faster and more strategic decision-making.