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Setting Up an Effective Allbound/Outbound Lead Process: Tools & Strategies

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Hi guys, we want to set up an ambitious allbound / outbound process and I would like to pick your brain if you have ever seen anything in that direction / know good tools that could help to make the process work. We often get inbound leads from large companies and might not reach / close the lead. However, other people in the company, their bosses etc might be interested so it would be worth to contact the next best decision maker until we come to a close / hard no. The main challenge would be to come up with a prioritised list of other potential decision makers that are close to the initial lead so we can reference them. Apollo people search would be one starting point. Also, I was checking Clay's native "Find People from Company" feature, but as I cannot input variables into the search elements like location & job title (right?), the feature would not be too helpful Do you have any other ideas, ideally also for workflows that do not require manual search of people on a similar hierarchy and best case also not only depending on LinkedIn? Thank you!!

  • Avatar of Evan D.
    Evan D.
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    you can definitely filter job title and location in Find People At Company enrichment

  • Avatar of Evan D.
    Evan D.
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    this is a very common workflow I've seen in Clay Lead detected > Extract Company from Profile/Email > Enrich Company to determine fit > Find ICP Contacts at Company > Enrich for Contact Data > hand to sales / automation

  • Avatar of Alexander F.
    Alexander F.
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    Hmm but it is not possible to filter dynamically based on the given lead's job title, e.g. if sales -> search for head of sales; if marketing -> head of marketing, right?

  • Avatar of Evan D.
    Evan D.
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    do you mean you know the inbound leads' functions? If so then you'd create a waterfall of enrichment steps for Find People. Check if Marketing, if Marketing >>> Run. If not, then Check if Sales, if Sales >>> Run. etc

  • Avatar of Evan D.
    Evan D.
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    this is using the Conditional field when you create an Enrichment

  • Avatar of Alexander F.
    Alexander F.
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    Very good idea, thank you!

  • Avatar of Tanvi R.
    Tanvi R.
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    Hi Alexander, thanks for reaching out! Great suggestion Evan, thanks for chiming in here! You can create a custom waterfall for find people with conditional formulas depending on each job title. Here's a resource on building custom waterfalls: https://www.loom.com/share/0c0dacacb6a24fc8a6014f59c01b164d?sid=c2834e14-63ca-4f9b-90fb-eea8ae6762fc Here's a resource on using the AI Conditional Formula generator: https://docs.clay.com/en/articles/9642377-conditional-formulas Let me know if you need further assistance with your setup!

  • Avatar of Channeled
    Channeled
    APP
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    We haven't heard back from you in a bit, so we're going to go ahead and close things out here - feel free to let us know if you still need something!

  • Avatar of Channeled
    Channeled
    APP
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    Hi Alexander F.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: