Sales EDR and BDR AI Agent with Clay

๐Ÿ›‘ PE Investor: “Clay replaces Sales reps based on what i heard in a CMO meeting I was in!”

Marketing Operator (inside your head thought):ย  WTAF is PE talking about?

๐‡๐š๐ฏ๐ž ๐š๐ง๐ฒ ๐จ๐Ÿ ๐ฒ๐จ๐ฎ ๐ซ๐ž๐œ๐ž๐ข๐ฏ๐ž๐ ๐ซ๐š๐ฐ ๐€๐ˆ ๐จ๐ฎ๐ญ๐ซ๐ž๐š๐œ๐ก?ย  Good experience?ย  ๐Ÿคฎ

It’s typically pretty generic.ย 

And in today’s world, one can’t afford to be generic.ย  It’s not gonna convert – the same goal PE is asking us all for (do more with less).

๐Ÿคš๐Ÿฝ Here’s an ๐š๐๐ฏ๐š๐ง๐œ๐ž๐ 5 step process we’ve guided transactional clients towards.

First, we would NOT suggest taking this approach for ABM.ย  While Clay can be used for ABM (See comments for other resources), not this use case imho.

๐Ÿคต๐Ÿฝโ€โ™€๏ธ ๐–๐ก๐ž๐ซ๐ž ๐๐จ๐ž๐ฌ ๐ญ๐ก๐ž ‘๐ก๐ฎ๐ฆ๐š๐ง’ ๐œ๐จ๐ฆ๐ž ๐ข๐ง?ย  In between steps 1&2 and 3&4.ย  Trust but verify what the machine says.

๐–๐ก๐š๐ญ ๐๐จ๐ž๐ฌ ๐ญ๐ก๐ข๐ฌ ๐ฉ๐ซ๐จ๐œ๐ž๐ฌ๐ฌ ๐ก๐ž๐ฅ๐ฉ ๐๐จ?ย  Improve BDR productivity.

Fewer BDRs may need to be hired (not fired, just less hiring in the future).

๐–๐ก๐š๐ญ ๐ฎ๐ฌ๐ž ๐œ๐š๐ฌ๐ž ๐ฐ๐จ๐ฎ๐ฅ๐ ๐ฐ๐ž ๐ฎ๐ฌ๐ž ๐ญ๐ก๐ข๐ฌ ๐Ÿ๐จ๐ซ?

  1. Transactional or less complex sales
  2. Low value non-ICP target markets
  3. Sub $25k ACV

๐–๐ก๐š๐ญ ๐ข๐ฌ ๐ข๐ง๐ญ๐ž๐ ๐ซ๐š๐ญ๐ž๐?ย  Clay – Claude – Salesloft/Outreach – Slack

Clay is a swiss army knife, one can use it in a zillion different ways, this diagram is not meant to be ‘the answer’, I’m curious, how are you and your firm using Clay to improve your Sales & Marketing productivity?

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