Hi All! My name is Charlie Moss. I have a B2B GTM Optimization consultancy. We do the GTM revenue architecture strategy, implementation, enablement, and execution around both SFDC and HubSpot platforms. I am working with a client on a HS centered GTM tech stack and we need to build out territories and assign accounts for the first time. Closed $15M series A in May. I need to augment data for fields like ARR, # of employees, industry/sector, region/state, etc.
Which channel here would I review to learn the most effective way to execute this augmentation in Clay?
I also am curious the degree to which Clay could support automation and handoffs with other agents.
Apologies for the war and peace intro, but I do not know where to turn in Clay’s Slack.
Thanks in advance!
