Clay Icon
Join the Community
03 Tutorials & Inspiration

Leveraging Sales and Marketing Synergy with Clay Tool

Avatar of Charles T.Charles T.
·
·

There is a saying, knowledge is understanding a tomato is a fruit, wisdom is knowing not to add a tomato to a fruit salad. With 25+ years in sales and marketing, with successful exits along the way, knowledge is knowing that sales & marketing are very different functions and forever compete, wisdom is know how to leverage complementary attributes. Built a test table, which is now being deployed - marketing drive form submissions, using Clay, those submissions are enriched for sales to qualify. Clay acts as a bridge between the functions - https://www.loom.com/share/a12a3362af944e7db885f82d1c44e0de?sid=b8c80d42-6063-4c49-ad24-1a8a9477700c

2 comments

  • Avatar of Channeled
    Channeled
    APP
    ·
    ·

    We can help you enrich marketing form submissions and bridge sales and marketing functions using our "write to table" feature. This allows you to automatically enrich, classify, and route leads from form submissions. Here's a brief overview: 1. Set up your form integration (e.g., Typeform) 2. Use Clay to enrich the submitted data 3. Classify leads based on enriched information 4. Route leads to the appropriate sales team members This process creates a seamless bridge between marketing and sales, improving lead qualification and follow-up efficiency. For a detailed guide on setting this up, you can check out our Claybooks resource on enriching, classifying, and routing leads from form submissions.

  • Avatar of Channeled
    Channeled
    APP
    ·
    ·