Connecting with Key Roles: Using Clay for Mutual Connections

I'm looking for a way to connect with people in a very specific role at an organisation. Is there a way I could use Clay to find some mutual connections with them? Or any other suggestions. Pure cold outreach is not working.

4 comments

Channeled
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We can help you find mutual connections for outreach using our Find People feature. Here's how: 1. Use the Find People modal to search for people in specific roles at your target organization. 2. Apply filters like job title, seniority, and company to narrow down your search. 3. Once you've found relevant contacts, enrich their profiles using our integrations to discover more about their background and potential connections. 4. Look for shared interests, experiences, or mutual connections in the enriched data. This approach will help you identify and prioritize prospects with whom you have common ground, making your outreach more personalized and effective.
Sources: Data points: Contact Job Title | Clay.com Data points: Contact - Bio | Clay.com Find People [Clay 101] - Clay University
Shreya
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If I'm doing this for a client, how can I find mutuals between their account and them?
Channeled
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To find mutual connections between a client's account and their target contacts using Clay, you can use our Crossbeam integration. Here's a quick guide: 1. Copy our template from the Clay app. 2. Connect your Crossbeam account to Clay. 3. Import your partner's data and your own data into separate tables. 4. Use Clay to identify overlapping accounts and contacts. 5. Automate personalized outreach based on these mutual connections. This process allows you to leverage shared relationships for more effective networking and outreach. If you need more detailed instructions or assistance with setting this up, let me know and I'll be happy to help further.
Source: Claybooks: Find overlapping accounts with Crossbeam and automate personalized outreach | Clay.com
Channeled
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