Complicated ask, maybe even more theory than support so not sure if there even is a firm answer to this, but I'll give as much context as I can and🤞 I work at a SaaS company that sells to residential contractors and home service businesses (so a lot of tools aren't exactly built with us in mind). We're trying to use Clay to enrich leads before they're routed to our sales team. More specifically:
filtering out spam leads
forking routing of leads based on domain (paid vs. free domain)
validating (exists? active? serves our market?) and enriching (website, bbb, social and review profiles) leads using Claygent
scoring (red/yellow/green) and routing (don't route/manually review/route) leads using Claygent
The basic goal is to reduce the rate of spam and bad data leads, and drive higher conversion rates. So far, neither of those outcomes are happening so I've been asked to audit the process/the table built by our RevOps team. High level, the workflow right now is webhook -> HubSpot lookup object -> validate + enrich using Claygent -> Score and bucket for routing using Claygent. With all of that out of the way, I have a couple pretty pointed questions:
is it better to use task-specific enrichments when they exist than to use Claygent? eg. would switching from Claygent to the native Clay scoring enrichment yield better results? what about dedicated info enrichments (like the native company enrichment template, or even the Yelp Find Business info in place of having Claygent do it)?
the validation + enrichment Claygent is currently using web research for the use case and Argon as the model. Given the complex nature of the tasks, would using Navigator significantly improve the quality of the output?
Happy to connect 1:1 on this if it's warranted as well! Thanks in advance!
For your specific use case:
Company validation/enrichment: Use native company enrichment templates instead of Claygent
Lead scoring: Try Clay's native scoring tools with the Formula Tool first [3]
Business info: Use dedicated enrichments like Yelp Find Business rather than having Claygent scrape
For Navigator vs Argon - Navigator is purpose-built for complex web research involving forms, logins, and multi-step interactions. [4] If your validation tasks require clicking through business directories or interactive databases, Navigator would significantly improve quality. But if you're just pulling basic company data, stick with native enrichments.
The key is building your "corner pieces" first with reliable native data, then using Claygent/Navigator only for the last-mile, highly specific insights you can't get elsewhere.
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If you still need help refining your lead enrichment and validation process, I’m here to assist. Would you like to provide more details about the specific challenges you’re facing or the outcomes you want to achieve?
