Thank you so much for sharing these details! Below are some steps and resources you can share with them to address each challenge and get them up and running with a more targeted approach in Clay :)
1. Segmenting Your Client’s Market
To help your client zero in on specific niches—like region, employer size, or benefits preferences—Clay’s Find Company and Find People tools are a great place to start. They can build targeted lists of companies and relevant contacts based on filters such as geography, industry, and headcount. This solves the problem of having a broad, non-segmented list.
• Find Company Overview
• Find People Overview
Once they’ve built these segmented lists, they can sync their enriched data back into Salesforce via Clay’s CRM integrations—no extra charge for Salesforce itself, as long as they’re on a plan that includes CRM integration (i.e., the Pro Plan).
2. Improving Email Deliverability
Deliverability concerns often stem from outdated or incorrect email addresses. Clay can help clean up existing data in two ways:
1. Verification & Enrichment: When they import or search for contacts in Clay, we automatically verify emails, which helps remove non-deliverable addresses.
2. Data Cleaning: If they already have a list of ~5,000 names, they can import those into Clay to run verification checks before launching any new outreach campaign.
With fewer bounces, they’ll see better open rates!
3. Personalizing Outreach at Scale
Clay offers AI-powered tools and templates that make it easy to tailor emails for each person’s unique pain points or interests. They can:
• Refer to our Personalized Email Templates to automatically reference key insights from a website or from your Clay-enriched data:
Write Personalized Emails Based on Website Data
• For more advanced personalization, we also have a template to tailor outbound messages around each prospect’s main challenges:
Personalize Outbound with Prospects’ Main Challenges
Once they generate this personalized outreach content, they can send it directly to their email sending tool. Clay integrates seamlessly with providers like Smartlead, Instantly, Salesloft, Outreach, and Customer.io, so they can launch campaigns in seconds without switching platforms.
Additional Training and Resources
• For an in-depth look at setting up outreach campaigns, check out our Intro to Personalized Outreach at Scale.
• Our Personalized Direct Email Campaigns guide with SmartLead covers exactly how to plug Clay’s AI-generated outreach into an email sequencing tool.
Putting it all together will help your client quickly improve segmentation, email deliverability, and messaging personalization. Let me know if you need more details on any of these steps—happy to help! 😁
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