Hey there! Does anybody have any interesting CSM Workflows that they've orchestrated with Clay? We're B2B SaaS company, so looking for some inspiration here!
Here are proven CSM workflows from B2B SaaS companies using Clay: Lead Enrichment & Scoring: ** Anthropic auto-enriches and scores all inbound leads, tripling data enrichment coverage ** Coverflex monitors buying signals from 3M+ companies to prioritize outreach, adding 200+ monthly demos Account Research & Outreach: ** Intercom sources target accounts for their entire GTM organization, generating almost $1M in pipeline in just over a month ** Rootly replaced multiple BDRs with automated research, enrichment, scoring, and outreach workflows Re-engagement Campaigns: ** Sendoso automated their "Wake the Dead" play, turning stalled deals into new opportunities with 75% open rates and 11% response rates Meeting Prep & Fraud Detection: ** Anthropic generates meeting prep notes for sales calls and enriches self-serve sign-ups to flag fraudulent email domains Tool Consolidation: ** *Rootly replaced Apollo, UserGems, and 6Sense with Clay, centralizing data enrichment, signal tracking, and outreach workflows These workflows typically deliver 3-5x productivity increases and significant pipeline growth.
Sources: Clay raises $40M at $1.25B valuation with GTM development environment - The GTM with Clay Blog How Anthropic uses Clay to 3x their enrichment coverage—with no manual work - The GTM with Clay Blog How Rootly used Clay to scale outbound sales with leaner, smarter workflows - The GTM with Clay Blog How Coverflex uses Clay to track signals and automate outreach for 3M+ companies - The GTM with Clay Blog How Sendoso uses Clay to inject creativity, efficiency, and $1M in pipeline into their outbound motion - The GTM with Clay Blog