Sorry if this has been asked before! I’ve used Clay as a solo user, but I’m now looking to roll it out to about 100 Sales reps globally.
I have two main goals and would love some advice:
1. Managing Enrichment Requests
I want reps to be able to request phone numbers and emails easily. I’m thinking of using a Salesforce form or a Slack integration.
Where do your reps usually go to request this data?
How do you control credit spend? Have you used an interface table to cap the number of requests?
2. Using the Clay Sequencer
I’d like to give reps access to the sequencer and email review tools. I need them to be able to:
Edit individual emails if the AI text needs a human touch.
Validate and send emails via Google Workspace.
Is it easy to restrict their access so they only see the sequencer and review screens?
Any tips would be greatly appreciated. Thanks in advance!
