Can Clay Automatically Qualify Accounts for Us instead of Manual BD Team? | Clay

Can Clay Automatically Qualify Accounts for Us instead of Manual BD Team?

Hi team, we use a tool called Factors.ai that deanonymizes website visitors and provides us with their company names. However, 60-70% of these accounts are not a good fit for us. The BD team manually qualifies/disqualifies these accounts. The qualified accounts are then automatically enriched and pushed to Salesloft via Clay. Instead of our BD team manually qualifying these accounts, can Clay automatically qualify accounts for us?

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17 comments

Tyler C.
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Yup. I'm building a clay template for this right now.
Clay Team
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Hey there Srikanth thanks for reaching out.
Tyler C.
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The qualification portion depends on your specific business case but you can filter automatically using clay. The sequence I am using right now brings in web traffic via API, filters to only relevant companies, verifies email (or finds email if not verified), finds additional contacts via Linked In, and pushes to smart lead.
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Tyler C.
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In order to not burn through a lot of credits you will need to check for duplicates before running the sequence. That's the part I am trying to figure out now.
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Clay Team
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Maybe this video can give you some ideas you can apply to do this with formulas :) -> Super filters -https://www.loom.com/share/c81034190c954983b4d303110bd92339
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Tyler C.
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That's cool but I feel like it's only searching the row and not the column. I need to search an entire column not just the entry of a single row.
Dorothy H.
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Tyler C. could you share the template if possible?
Tyler C.
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https://app.clay.com/workspaces/216198/tables/t_JPeYhtnS5vOj/views/gv_053BzWEwkOst
Tyler C.
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Cool. I think I figured out a way.
Srikanth P.
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Thanks a lot team, I will take all your inputs and see how I can make use to them. Tyler C. - it looks like I cannot access the link. How do I access your template?
Tyler C.
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I think only those at Clay can access the template.
Tyler C.
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Srikanth P. Are you looking for someone to build this for you? 🙂
Srikanth P.
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Yes Tyler C., can you help?
Tyler C.
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For sure. Feel free to pick a time on my calendar here. https://calendly.com/resolutionrev/30min We can talk through everything you’re looking to automate.
Srikanth P.
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I have booked a meeting with you Tyler C. Thanks.
Tyler C.
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Great. I see you on the calendar. Looking forward to connecting then.
Clay Team
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Awesome!! Also, perhaps I missed the initial context about checking the entire column and thought you were only looking for key words instead. I do have this video that solves the duplicate spotting issue: https://www.loom.com/share/a39a4569d95244b7886026f3c70812c7?sid=80ebff2e-9e22-40ab-b359-c2d71d38325d
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