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Hi everyone, I just wanted to ask if how can I book a demo with clay?
Hi everyone, I just wanted to ask if how can I book a demo with clay?
Hey there Cherry thanks for reaching out will send you a DM
Cherry··Hi, we are really interested to get things done with clay and these are the questions that we need to ask for us to know what will be the best decision we will going to do: Data Cleaning and Standardization
- 1.
Automated Data Processing: How does Clay handle bulk data cleaning and standardization, specifically with removing keywords like "LLC," "Inc," and other unnecessary terms? Can this be automated?
- 2.
Data Accuracy and Validation: What tools or protocols does Clay use to ensure data accuracy and compliance with USPS standards, especially for mailing?
- 3.
Duplication and Error Management: How does Clay identify and remove duplicate entries, and does it provide error reports or notifications for data mismatches?
Integration with Existing Systems
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Salesforce Integration: How seamless is Clay’s integration with Salesforce, and can it filter data to identify relevant versus non-relevant entries within the CRM?
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Real-Time Data Updates: Once cleaned, can Clay sync data back to Salesforce in real time, and are there any limitations on data volume when syncing?
Scalability and Efficiency
- 1.
Handling Large Data Sets: We handle 20,000+ records—how does Clay perform with high data volumes? Are there any restrictions or additional costs as our data grows?
- 2.
Automation and Workflow Efficiency: Can Clay fully automate data-cleaning workflows, or will it require periodic manual checks? Does it offer pre-built templates or tools specifically for repetitive processes?
Cost and Long-Term Feasibility
- 1.
Cost vs. Value: Given the volume and specific needs (like USPS compliance), what would be the best plan to optimize value and avoid unnecessary costs? Does the credit system apply to each process within a workflow?
Support and Customization
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Customer Support and Training: What kind of support is available for implementation and customization? Is there ongoing help for optimizing workflows?
- 2.
Customization for Industry Needs: Can Clay be customized to meet industry-specific data requirements, like those needed for legal, financial, or USPS regulations?
- 1.
Hey there Cherry thanks for reaching out. Data Cleaning and Standardization 1.In regards to standardizing data, we do have specific integrations that can do that for you such as our "Normalize a Company Name" integration. 2.In terms of data compliance we have a number of security documentation that goes over this here. You can also visit our privacy page here and our trust center here. 3.When it comes to handling duplicate data, Clay will automatically de dupe any data in the same search for you, when it comes to adding additional data to an exisitng table, there is an "Auto-dedupe" feature that can be turned on in each table that will automatically check to see if a record is repeated based off the value you ask it to check for. https://downloads.intercomcdn.com/i/o/w28k1kwz/1231929956/17931f90ee743d3d6986ba720bc0/image.png?expires=1730155500&signature=29658c35cf817bb8a3e15db941df286f59bf4089e948720bea22e631d63aa545&req=dSIkF8B8lIhaX%2FMW1HO4zREf7hMjejOhmIT2%2BflxJxKF39aVaO23926dWDr8%0AsqjU%0A Integration with Existing Systems 1.For our Salesforce integration, Clay has a number of Sales integrations and features that can be used beginning at the our Pro level plan. The following documentation goes over some of the feature that can be found with our Salesforce integration. https://docs.clay.com/en/?q=Salesforce 2.Once data is cleaned in Clay you can send the same data back to Salesforce in real time, there are no limitations on the data volume, although it may take a bit if reuploading a high volume of records at a time to Salesforce. Scalability and Efficiency 1. As previously mention above the more records that Clay has to work with, the longer it will take to complete. There are record search/import limits depending on the plan you decided to sign on with, which would change the cost of using Clay. To handle 20,000+ records this would require our Pro plan level, which as a previously mentioned is also where access to our Salesforce integration would begin. 2.Within Clay you can build a template for a data-cleaning workflow which will automatically run once you begin to import the data to the table. The only hands on work you may need to do, will be when it comes to mapping out specific data fields that need to be cleaned inside of the table. But once that has been done the rest of the workflow can operate on its own. Cost and Long-Term Feasibility Considering your need to integrate with Salesforce and the ability to handles 20,000+ records, the Pro plan would be the best plan to optimize your values within Clay. The credit system does apply for most integrations that we have, however the Salesforce integration will not charge credits to use as an API key is required to use these integration. Support and Customization For these more personalized option we does have our Sales team that setup better environments for this. You can reach out to them by submitting this form. https://www.clay.com/enterprise But overall as a Clay user you have access to support in general and we can help you with constructing these workflows. If you're looking for help building out specific use cases in Clay, check out our Experts page (clay.com/experts)
We haven't heard back from you in a bit, so we're going to go ahead and close things out here - feel free to let us know if you still need something!