Clay is a user-friendly online tool designed to help businesses find and connect with potential customers more efficiently. It is a data integration and workflow automation platform. It helps users to gather, organize, and act on data from various sources, which can be used for purposes such as recruitment, sales, marketing, etc.
Table of Contents
Key features of Clay
Data Enrichment
- Clay specializes in gathering detailed information about people and companies from a multitude of online sources like LinkedIn, google careers etc.
- It collects data such as names, job titles, email addresses, phone numbers, and social media profiles for individuals, as well as comprehensive company details including size, industry, and financial data. This is accomplished through integration with over 75 data providers, ensuring that the information is accurate and thorough.
Artificial Intelligence
- It leverages advanced AI to automate many tasks associated with research and outreach. For instance, the AI can write personalized emails and messages by analyzing the gathered data.
- The AI feature, known as Claygent, acts as a web scraper that searches and collects data from the web, effectively replacing manual research efforts. Users can also create Custom AI templates to maintain consistency in communication and tailor messages to specific needs
Automation
It automates repetitive tasks, significantly saving time and increasing efficiency. It can automate processes such as filling spreadsheets with data, sending out personalized emails, etc.
The platform integrates seamlessly with CRM systems like Salesforce and HubSpot, ensuring that all data is synchronized. Users can also create custom automation templates that fit their specific business processes
Lead Generation
The platform excels at helping businesses find and qualify potential customers. It provides tools that pull in lists of leads from sources such as LinkedIn, GitHub, and HubSpot.
It employs lead-scoring techniques to prioritize leads based on various criteria, ensuring that businesses focus on the most promising prospects. Additionally, it uses AI to generate Ideal Customer Profiles (ICPs), identifying the best potential leads and improving targeting efficiency.
Customization and Flexibility
It offers extensive customization options, allowing users to tailor the platform to their specific requirements. Users can create custom templates for emails, workflows, and automation, ensuring that their processes are as efficient and effective as possible.
The platform also allows for the use of formulas to create custom data points and calculations, and users can train the AI to write in their style and according to their needs, enhancing the personalization of communications.
Integration with Existing Tools
It ensures seamless connectivity with a wide range of tools and platforms, making it easy to incorporate into existing workflows. It integrates with popular CRM systems like Salesforce and HubSpot, as well as email-sending tools, to keep customer information organized and up-to-date. The platform also supports API and webhook integrations.
Step-by-step process of how to hire from Clay
1. Set Up Your Clay Workspace
Sign Up and Create a Workspace: Start by signing up on it’s website and creating a workspace for your recruitment team. Now connect it with your existing HR tools, such as LinkedIn, your Applicant Tracking System, job boards, and email.
2. Build Recruitment Workflows
- Automate Candidate Sourcing: Use it to pull data from LinkedIn, job boards, and other sources to create a candidate database. You can set up workflows to automatically gather information about potential candidates based on your specified criteria.
- Organize Data: Create pipelines for different stages of the recruitment process (like sourcing, screening, interviewing, offer). it’s data integration capabilities allow you to collect all candidate information in one place.
3. Enhance Candidate Screening
- Create Candidate Profiles: Use it to compile comprehensive profiles for each candidate, including their resume, social media profiles, LinkedIn, email, and any of their 75 filters.
- Automate Initial Screening: Set up workflows to automatically screen candidates based on keywords, qualifications, and experience. This can help you quickly identify top talent.
4. Streamline Communication
- Automate Follow-Ups: Use it to automate follow-up emails and messages to candidates at different stages of the recruitment process. This ensures timely communication and keeps candidates engaged.
- Schedule Interviews: Integrate it with your calendar to streamline interview scheduling. Automated reminders can be sent to both candidates and interviewers.
5. Collaborate with Your Team
Share Candidate Profiles: It allows you to easily share candidate profiles and recruitment data with your team members. This ensures everyone is on the same page and can provide input on hiring decisions.
Track Progress: Use it’s dashboards and reports to monitor the progress of your recruitment efforts. Track metrics like the number of candidates sourced, screened, and interviewed.
Some well-known users of Clay
- Google – Leveraging it for integrating data from multiple sources like Google News, Google Sheets, and more.
- HubSpot – Utilizing it for CRM and email sequence automation.
- LinkedIn – Using it for enriching company and contact data.
Pricing
