hello- i have a client who is looking to kick off a POC of clay- what is the best process to det this up? Is there an option to talk to sales? they are looking to do enrichment and potentially replace an enrichment tool
For a POC setup, consider these typical team configurations: Enterprise approach: ** GTM leaders define enrichment criteria and segmentation needs ** GTM operations team implements the setup in Clay (acts as your "enrichment layer") ** Clay syncs with your CRM to keep data live and accurate *Setup process: 1. Marketing operations team configures required enrichments in Clay 2. These auto-sync with your CRM 3. SDRs can trigger enrichments by simply clicking a button in their CRM - enriched data appears within seconds Clay serves as the enrichment layer with 2-way CRM sync, allowing SDRs to operate normally in their CRM while accessing enriched company data, contact information, and even draft messages on-demand For sales discussions about your POC, you can request human assistance by clicking "Talk to a person" in this chat.
Hello Christopher! Thanks for reaching out! Currently the team is fully booked so that may not be possible immediately. We offer a demo and Q+A, called Open Studio. It's held on Tuesdays @3pm EST, Wednesdays @11am EST, and Thursdays @8am EST (register here: https://lu.ma/claylive). If that time doesn't work or you're looking to dive in sooner, you can check out our 101 resources at clay.com/university