Production Clay systems, by use case
Each use case below is a system we design, build and operate — with the specifics that make it work at enterprise scale.
CRM Enrichment
Continuous, governed enrichment of accounts and contacts — not one-off list uploads.
One-off list uploads are how CRM enrichment usually starts — and how data quality usually dies. Production enrichment is a system: defined sources, waterfall logic, validation, normalization, deduplication and audit trails.
We design and build enrichment systems that continuously maintain account and contact data in your CRM, with field-level governance deciding which source wins for each attribute, and monitoring catching drift before your reps do.
Distinctive: source-of-truth precedence rules per attribute; write-back validation; deduplication tested against production volumes.
Account Scoring & ICP
Versioned ICP and account scoring synced to the CRM — documented, testable, maintained.
Account scoring only survives enterprise scale when it is treated as a versioned system: explicit criteria, tested models, documented changes and scores written to the CRM with provenance.
We build ICP and account scoring on firmographics, technographics and first-party signals — with the governance that lets you explain any account's score, any time.
Distinctive: scoring as versioned data — model changes documented, scores reproducible, provenance in the CRM.
Signal-Based Selling
Buying signals captured, qualified and routed to owners — with SLAs, not lost in a table.
Hiring spikes, technographic changes, funding events and intent signals are only valuable when they reach the right owner in time, qualified and prioritized.
We build signal pipelines: capture from Clay's provider ecosystem, qualification against your ICP, deduplication against existing pipeline, routing to owners with SLAs, and write-back so signal history lives in the CRM.
Distinctive: signal deduplication against open pipeline; owner routing with SLAs; signal history persisted to the CRM.
Territory Planning
Territories constructed from validated data — maintained as living systems.
Territory planning fails on data quality, not on math. Invalid addresses, stale firmographics and unvalidated hierarchies poison allocations long before the first assignment rule runs.
We build territory systems on validated, enriched account data — maintained continuously in Clay and synced to CRM assignment, so rebalancing is a query, not a quarter-long spreadsheet exercise.
Distinctive: continuous data maintenance behind territories; rebalancing as a repeatable process, not a project.
TAM Sourcing
TAM built from validated, refreshable data — not a one-time export.
A TAM built once is stale before the deck ships. Enterprise TAM is a maintained dataset: sourced, enriched, validated and refreshed on schedule, with segment definitions under version control.
We build TAM systems in Clay — sourcing, enrichment waterfalls, validation and refresh cycles — with the current TAM always available to sales, marketing and finance from the same governed source.
Distinctive: TAM as a governed dataset with refresh cycles; one source for sales, marketing and finance.
Inbound Enrichment
Inbound demand enriched, scored and routed in minutes — with the CRM record updated.
Every inbound lead that waits for manual research is velocity lost. Inbound enrichment is a latency problem with a governance constraint: fast, but never dirty.
We build inbound pipelines that enrich, score and route new demand in minutes — with validation and deduplication before the CRM write, so speed does not cost hygiene.
Distinctive: minutes-not-days latency with validation before the write; latency and quality measured as an SLA.
Outbound Automation
Outbound workflows under governance — documented, tested and monitored.
Outbound at enterprise scale breaks when it is run as a pile of undocumented tables: nobody knows what sends, to whom, on what data.
We build outbound systems with the same discipline as production software: documented lists and logic, tested changes, monitored execution and clean handoff to sales engagement — under cost and permission governance.
Distinctive: outbound treated as production software — tested changes, monitored execution, documented logic.
Account-Based Marketing
ABM powered by governed account intelligence — one version of the truth for target accounts.
ABM dies when sales, marketing and ops each hold a different version of the target account list and its data.
We build the account intelligence layer: TAM-derived target lists, enrichment, scoring and signal routing — synchronized to the CRM and marketing platform from one governed source, so every team works the same accounts with the same facts.
Distinctive: single governed target-account source synchronized across CRM and marketing platforms.
Rep Research & Sales Intelligence
Structured account research delivered to reps — auditable, fresh and consistent.
When every rep researches accounts their own way, you get inconsistency, wasted hours and unanswerable questions about what was said to whom.
We build structured research workflows in Clay — auditable prompts, consistent output formats, freshness rules and QA sampling — so reps start every conversation from the same quality of intelligence.
Distinctive: auditable research prompts, QA sampling, freshness rules — research as a governed workflow.
Most engagements combine several of these. The Enterprise Clay Assessment inventories what you already run and prioritizes what to build next.