Clay - Onboarding

About Clay

Clay is a data enrichment platform designed to enhance personalized outreach and lead generation. By integrating with CRM systems, it allows teams to collect, analyze, and act on real-time, enriched data from multiple sources, making it easier to personalize marketing efforts and scale outreach. With automation and a focus on data-driven insights, Clay helps sales and marketing professionals streamline engagement and boost efficiency in customer acquisition.

Unique features of Clay

Clay allows for the combination of over 50 data sources, web scraping, and AI messaging to enrich data and automate outbound marketing efforts on a large scale. Some other features of Clay include:

1. Chrome Extension for Lead Generation: Through Clay’s Chrome extension, users can extract leads from any website, instantly creating lists with names, companies, and contact information.

2. Seamless Integration with HubSpot: Users can create lists using information already available in their HubSpot, facilitating efficient lead management.

3. Extensive Integrations for Data Enrichment: The platform supports over 50 integrations, enabling users to find comprehensive data and enrich their contact lists further.

4. Automated Search and Data Enrichment: Clay automates the process of Googling, enriches data from multiple sources, and helps in identifying relevant keywords, all within a single platform.

5. Access to Unique Data: It provides access to data that might not be available elsewhere, allowing users to combine it with their preferred data sources for more effective targeting.

User Goals Deep Dive

ICP

JTBD

Validation from User Interview

Question 1: Why did you/your organization decide to use Clay?

Akinola - Sales and Marketing Specialist (Early Stage Start up)

[Stage of awareness about Clay - Product Aware]

Clay Usage - Started using 3 months ago

"Clay makes gathering data from multiple data sources very easy. I can upload my own list and use Clay to further refine that list. With Clay data segmentation has also become very easy. I just need to add preferences specific to my ICP and the system curates a high quality list from that. So, quality of data and amount of data accessible after using Clay is the reason why I decided to use it."

Gary - Head of Marketing (Mid Size Org)

[Stage of awareness about Clay - Product Aware]

Clay Usage - Started using 4.5 months ago

"Real time data enrichment to personalized email outreach Clay has it all. Its just a no brainer with the simple table interface and the hundreds of integrations and API possibilities"

Faheem - Outsourcing Specialist (Mid Size firm)

[Stage of awareness about Clay - Product Aware]

Clay Usage - Started using 6 months ago

"We wanted to customize email outreach for our inbound and outbound customers at different stages of funnel. That's when we came across Clay and gave it a try and we haven't looked back since."

Question 2: Which Clay feature do you use the most.

Akinola - Sales and Marketing Specialist

"I use their automated inbound and outbound feature the most. In my role I have to handle large no. of outbound emails campaigns, Social Media Ads and LinkedIn InMails. My goal is to maximize customer outreach without compromising on content and quality of each campaign. Clay's workflow automation really make my life simpler."

Gary - Head of Marketing

"We are using its entire suite of features and solutions. Honestly, we use all of it and it's really helps us make a very good impression in front of our clients."

Faheem - Outsourcing Specialist

"I really like the idea of Credit based marketplace. Now I just have to apply Conditional formulas and I can save a lot credits"

*Note: Clay has a unique pricing strategy where users can purchase or earn "credits" to access specific data or premium features on a flexible, pay-as-you-go basis. This model allows users to scale their usage according to business needs without committing to higher-tier subscriptions, making it particularly appealing to small businesses or organizations with fluctuating data demands. I'll talk more about it in Onboarding teardown section.

Question 3: What specific problem does clay help you solve?

Akinola - Sales and Marketing Specialist

"Clay really helps me solve the problem to undertaking repetitive tasks. It's easy integration with me email automation system really make my life easy by segmenting and targeting the right audience by the right campaign."

Gary - Head of Marketing

"I love how easy it is to create custom workflows for outreach with Clay."

Faheem - Outsourcing Specialist

"With Clay everything is unique and perfect. I can easy manage multiple tasks by using their workflow automation feature."