Clay vs. Lead Docket

Sales automation is the most suited use case of Clay. You could generate GTM motions that are auto triggered by the signals, so you could actually create workflows that are triggered on specific signals. For example, a company gets new funding, you can reach out to the company within in a matter of minutes and you can track a lot of news that's happening on Google or using RSS feeds. You can patch that news into Clay and then manipulate that and get insights out of it. The second best use case is the data enrichment or data cleanup. Usually companies have CRMs with messy data. You can import that. Clay has native integrations with Salesforce, HubSpot, Pipedrive, Marketo, and you can import those lists into Clay and then clean the data, enrich the data, and then push that forward, update the data in the CRMs. That's the second best use case that I use it for and would recommend it for.

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• Pros, I think there are a lot of pros, so I mentioned a couple of them already, so being able to use different data providers. I think being able to massage the data, I call it a data orchestration where I can get different points of inputs of data. I can throw everything in Clay and then I can make all the changes before I use them for campaigns, for email, for LinkedIn, for whatever reason I'm going to use my data, but it's really easy to enrich, it's really easy to do research. It's really easy to build agents that tie to each row in your dataset, like there are a lot of things that you could use it for that are huge pros.

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• A max column limit. I run into the column limit all the time and kind of have to figure out using multiple tables. Just bugs really. I mean if you start getting too crazy on it, I feel like takes a long time. You can't really identify that it's working or if it's not. So that kind of slows things down a little bit.

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The software is well suited in lead scoring and workflows management. Product reliability in customer outreach management and segmentation. The product is worth it from pricing to quality ecommerce services and automation of processes.

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I think it's actually before the launches today, I would say eight, but after they launch, what's the name of the product? I dunno if it was the web intent or the sculpture. 10, because I think that the sculpture was the missing part of plates till now.

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So in a sense, there is a large community, and because of the community you also learn multiple workflows and how to use it better. You can kind of democratize or source knowledge more easily on how to use the product, and also transfer it so other people can use it more easily. So in a sense, that works.

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• Without Clay we would probably have our agency, but not with the level of sophistication we have right now or really one of our USP that we are certified by Clay. That's how we get a lot of inbound leads as well. So that of course leads to a very healthy ROI. If we look at inbound.
• I think negative as terms in negative ROI, I think this is a nice one to touch on. Expectation management for tooling such as Clay is extremely difficult because people see a lot of stuff happening on LinkedIn from the top 1% of Clay experts and they look at us and "hey, we want the same thing," basically. That's quite a challenge. So that's really a good conversation to have with your potential client as well. Like, "Hey, I know, tell me what you've seen. We're going to see what we can do if that's reasonable or not." Set realistic expectations there and don't expect to go from zero to 100 within a very small time window. So that was something we had to learn. We had a lot of unrealistic expectations for what we can do. We can improve your business, but we can't do it with a factor of X or in a period of eight weeks.

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