Tips for Conducting a Detailed Key Contact Search at Companies | Clay

Tips for Conducting a Detailed Key Contact Search at Companies | Clay

Channeled
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To perform a highly specific, profile-wide key contact search at a large company in Clay, you can use our "Find People" feature. Here's how: 1. Use the "Source - Clay Find People" option. 2. Set your company attributes to narrow down to your target company. 3. Use multiple filters to broaden your search beyond job titles: • Job title: Include relevant titles and functions. • Experience: Search for keywords in experience descriptions. • Bio: Use keywords to search through headlines, about sections, and entire profiles. • Certifications: Include relevant certifications. 4. Preview and refine your results before importing to ensure you're capturing all relevant contacts. This approach allows for a comprehensive, profile-wide search to find key contacts even in large companies.
Sources: Source - Clay Find People with Companies, People, Jobs Find People overview | Documentation | Clay University Find People [Clay 101] - Clay University
Gabe E.
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Hi Bailey! Do you mind sending the link (url) to the table so we can take a closer look here?
(52 kB)
Bailey S.
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https://app.clay.com/workspaces/470231/workbooks/wb_0swaww4htXPGyy265PN/tables/t_0swaxs8AuNH5TejZWy7/views/gv_ptMBkSuFFwUJ
Bailey S.
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Using the Find contact within company but the data is sometimes pretty out of date
Bailey S.
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And sometimes pretty inaccurate as will display a different job title to the one they hold at the company hence the "exclude job title keywords" doesn't work
Bailey S.
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Any help or integration tips would be great thanks
Bo (.
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Hey, If the contact search isn’t returning your keywords accurately, it’s likely because exact keyword matching isn’t enabled. You can check this by going to Enrich People search → Edit Column → Settings, and toggling on exact keyword match for job titles. By default, we use AI to interpret and group titles, which can explain some of the mismatches you’re seeing. If you’re noticing titles that seem outdated or inaccurate, feel free to share examples—I’d be happy to dig into it with you. Also, for more targeted results, you can try using Claygent. It searches across multiple sources online—including blogs and external databases—to find more accurate or hard-to-reach profiles. Here’s a quick video to help: https://cln.sh/pHgLKqxZ Let me know if you have more questions.
Bailey S.
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As you can see his current job is Director but the found job title is Senior Portfolio Manager.
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Bailey S.
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I have the exact keyword match on aswell.
Bailey S.
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Hence my exclude keyword search would only effect there current job title not previous
Bailey S.
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However, this guy has been in the role for 3 months and he is appearing fine.
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Bailey S.
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Very inconsistent and some profiles are not appearing at all.
Bailey S.
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Also how would i go about finding staff from a /school/ link on linkedin as this does not work
Bailey S.
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Bailey S.
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1 yr 9 mos in the current role and clay does not recognise it ?