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Seeking Inspiring CSM Workflows Using Clay for B2B SaaS | Clay

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Seeking Inspiring CSM Workflows Using Clay for B2B SaaS

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Hey there! Does anybody have any interesting CSM Workflows that they've orchestrated with Clay? We're B2B SaaS company, so looking for some inspiration here!

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Clay
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Here are proven CSM workflows from B2B SaaS companies using Clay: Lead Enrichment & Scoring: ** Anthropic auto-enriches and scores all inbound leads, tripling data enrichment coverage ** Coverflex monitors buying signals from 3M+ companies to prioritize outreach, adding 200+ monthly demos Account Research & Outreach: ** Intercom sources target accounts for their entire GTM organization, generating almost $1M in pipeline in just over a month ** Rootly replaced multiple BDRs with automated research, enrichment, scoring, and outreach workflows Re-engagement Campaigns: ** Sendoso automated their "Wake the Dead" play, turning stalled deals into new opportunities with 75% open rates and 11% response rates Meeting Prep & Fraud Detection: ** Anthropic generates meeting prep notes for sales calls and enriches self-serve sign-ups to flag fraudulent email domains Tool Consolidation: ** *Rootly replaced Apollo, UserGems, and 6Sense with Clay, centralizing data enrichment, signal tracking, and outreach workflows These workflows typically deliver 3-5x productivity increases and significant pipeline growth.
Sources: Clay raises $40M at $1.25B valuation with GTM development environment - The GTM with Clay Blog How Anthropic uses Clay to 3x their enrichment coverage—with no manual work - The GTM with Clay Blog How Rootly used Clay to scale outbound sales with leaner, smarter workflows - The GTM with Clay Blog How Coverflex uses Clay to track signals and automate outreach for 3M+ companies - The GTM with Clay Blog How Sendoso uses Clay to inject creativity, efficiency, and $1M in pipeline into their outbound motion - The GTM with Clay Blog
Bo (.
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Also tagging our champ Jess B. in case you have any questions—she’s the best when it comes to CSM at Clay and leads all things customer experience!