Kaylin M.

Or, you can also keep the entire broad list, do add enrichment-> find people-> configure that and do only run if and decide on the criteria you want to limit. So only run of Column X has value Y, or is empty, or isn’t empty etc.

For example I was enriching contacts this way but doing it by rep because each of my reps owns between 5-10k contacts

If you FILTER by a column and subsequent value I think that will work to only find people at the rows that are showing. Or, I take a large report from my crm, group it by say, rep or some other criteria (territory, size etc) and then I click into one bar on the chart to isolate a smaller cohort within the larger report, export to CSV and upload to clay one at a time.

Yeah I could def parse down but geo/ rep ownership to start or something like that. Our ICP/ TAM is really any company who has hybrid meetings so it’s a good problem to have but it’s so incredibly broad which is why our account base is so enormous. For the Claude example you mean export all account records to csv, upload to claude (we have gemini but presumably the same) and say give me 4 cohorts of 50k or less each and focus on any accounts over 200 employees or something along those lines? You’ve had success with this before?

FWIW I did a basic find companies and started with 40 accounts, looked up against my SFDC and 8 remained as not having a look up record aka net new. So not horrible but not great

So I have domain and website on all my 200,000+ accounts in SFDC (800k I realized is total with contacts and leads) but I can upload 50k of my sfdc records into Clay to run against their database in order to find net new accounts. To be fair, our domains are probably trash/ not normalized we’d have to work on that. I like the idea of only enriching those without a website but again the upper limit for our plan on imprting SFDC records means this would be really slow going and I can’t picture how to parse out my SFDC accounts into 4-5 non-overlapping cohorts to upload and then compare against clay’s database

Thank you! I watched all the 101 videos which these look to mirror but I’m going to go through these as well. The kicker is that I have 800k+ accounts in my SFDC and in order to do the best look up against that to eliminate then I need to enrich the Find Companies table with websites so Clay can use that to compare to our SFDC instance. So, (I think) I’m spending credits to add the website when I likely already have the website in our CRM and don’t need that info. From what I’ve seen, the starting columns for a find companies table are:

So the lack of domain or website doesn’t let me look up efficiently. I have no clue if I’m making any sense or not.