Excited to share an on-demand account & contact research and enrichment process we just launched at Forma, powered by Clay!
Context — what are we solving for?
Reps know that deep account and contact research, with a lens towards unique attributes and fit with Forma’s ICP, are key to breaking into accounts and establishing initial deal momentum
The research process carries a high admin burden / time cost, and reduces overall selling time, driving down LTV/CAC
We leverage the power of our existing GTM tech stack (Clay, Apollo, SalesNav, Zoom, Salesforce, Slack, etc.) to materially increase efficiency and accuracy
How does it work?
High-level flowchart in the thread
Check out the detailed brief in Notion here
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