Daniel P.

Optimizing Lead Enrichment for SaaS: A Comprehensive Guide

Complicated ask, maybe even more theory than support so not sure if there even is a firm answer to this, but I'll give as much context as I can and🤞 I work at a SaaS company that sells to residential contractors and home service businesses (so a lot of tools aren't exactly built with us in mind). We're trying to use Clay to enrich leads before they're routed to our sales team. More specifically:

filtering out spam leads
forking routing of leads based on domain (paid vs. free domain)
validating (exists? active? serves our market?) and enriching (website, bbb, social and review profiles) leads using Claygent
scoring (red/yellow/green) and routing (don't route/manually review/route) leads using Claygent

The basic goal is to reduce the rate of spam and bad data leads, and drive higher conversion rates. So far, neither of those outcomes are happening so I've been asked to audit the process/the table built by our RevOps team. High level, the workflow right now is webhook -> HubSpot lookup object -> validate + enrich using Claygent -> Score and bucket for routing using Claygent. With all of that out of the way, I have a couple pretty pointed questions:

is it better to use task-specific enrichments when they exist than to use Claygent? eg. would switching from Claygent to the native Clay scoring enrichment yield better results? what about dedicated info enrichments (like the native company enrichment template, or even the Yelp Find Business info in place of having Claygent do it)?
the validation + enrichment Claygent is currently using web research for the use case and Argon as the model. Given the complex nature of the tasks, would using Navigator significantly improve the quality of the output?

Happy to connect 1:1 on this if it's warranted as well! Thanks in advance!

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Posted in Clay Support·

Daniel P.

Optimizing Ocean.io Enrichment for Lookalike Audience Expansion

I'm using the Ocean.io enrichment to build a lookalike audience. I ran it once, and now I want to re-run to find more companies - if I simply change the setting in the existing enrichment column, will I be duplicating the efforts from the first time it ran? if so, is there a better way to set up a "progressive expansion" (eg. more companies without duplicating the originals + wasting credits)

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Commented on Building Efficient Company Lists for Cold Outbound...·Posted inDiscuss Anything

Daniel P.

Yeah, the rev filters I saw were $0-1M, $1-5M, and up so definitely not as granular as I’d like

Commented on Building Efficient Company Lists for Cold Outbound...·Posted inDiscuss Anything

Daniel P.

The solve I was working through today was creating a couple of columns and adding the URLs for the accounts in our sales force, then using those columns as exclusion in the Ocean enrichment. Didn’t get all the way through it but will report back, open to any and all other suggestions!

Commented on Building Efficient Company Lists for Cold Outbound...·Posted inDiscuss Anything

Daniel P.

We target based on revenue instead of headcount, on our performance channels we optimize towards $250k+

Commented on Building Efficient Company Lists for Cold Outbound...·Posted inDiscuss Anything

Daniel P.

Aside from the native lookalikes tool, are there any other integrations that do lookalike?

Commented on Building Efficient Company Lists for Cold Outbound...·Posted inDiscuss Anything

Daniel P.

We sell to home service businesses (general contractors, roofing, fencing + decks, etc.). The challenge with segmenting by industry is that there isn’t 1:1 alignment between our internal industry classifications and the options in the enrichment settings - some companies are multi-industry, etc.

Commented on Building Efficient Company Lists for Cold Outbound...·Posted inDiscuss Anything

Daniel P.

I’m planning to use our Clay credits,

Posted in Discuss Anything·

Daniel P.

Building Efficient Company Lists for Cold Outbound Strategy

I'm trying to carve out a process for building net new company lists for our cold outbound motion - de-duped against accounts in our CRM and based off a list of our high value customers. I took a pass at running the Ocean.io enrichment against the high value list, but de-duping against accounts in CRM meant exporting, sharing with revops, and then bringing the revised list back in. I'd prefer to use the CRM account list to avoid duplication from the start, but the list I have is ~240k rows so it won't fit in one table. Is it possible to have an enrichment reference multiple tables (eg. if I split out the list into multiple parts) when it runs? The vision is to run the Ocean.io enrichment vs. the high value customer companies, and exclude the CRM account companies from the results but I'm not really sure if that's realistic.

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