Text transcript

AI MarOps

Session held on March 20
Disclaimer: This transcript was created using AI
  • 358
    01:28:51.750 –> 01:28:57.380
    Julia Nimchinski: Thanks so much again, and we are transitioning to AI mar Ops.

    359
    01:28:58.670 –> 01:29:01.149
    Julia Nimchinski: Patrick Spitchellski. Welcome to the show.

    360
    01:29:05.840 –> 01:29:07.270
    Julia Nimchinski: hey? You’re on mute

    361
    01:29:08.400 –> 01:29:09.759
    Patrick Spychalski: Horrible! Appreciate you having

    362
    01:29:09.760 –> 01:29:11.139
    Julia Nimchinski: Yeah, I’ll have that for you.

    363
    01:29:11.990 –> 01:29:21.170
    Julia Nimchinski: Patrick is the co-founder of the Call Co. And it’s 1 of our favorite clay experts and clay agencies.

    364
    01:29:21.320 –> 01:29:23.669
    Julia Nimchinski: What’s the latest and greatest session

    365
    01:29:26.660 –> 01:29:33.129
    Patrick Spychalski: Awesome hope to be doing this and appreciate you having me on just to double check you can. You can hear me fine and everything right

    366
    01:29:34.000 –> 01:29:34.620
    Julia Nimchinski: Yeah.

    367
    01:29:35.720 –> 01:30:01.319
    Patrick Spychalski: Okay, incredible. Well, yeah, my, my plan today is, of course, to walk everybody through clay. What it can be used for specifically in Mar Ops. And some of the incredible use cases, I think, can be carried along with the tool. So I’m gonna share my screen really quickly and do a quick rundown on clay as a whole. And then I’m going to talk a bit more specifically. About how you can use clay in Mar Ops to

    368
    01:30:01.651 –> 01:30:10.269
    Patrick Spychalski: specifically use AI to kind of like, let’s say, supercharge a lot of your marketing workflows. So I will go ahead and share my screen. Now.

    369
    01:30:10.340 –> 01:30:11.549
    Patrick Spychalski: one moment.

    370
    01:30:15.190 –> 01:30:16.550
    Patrick Spychalski: all right.

    371
    01:30:18.720 –> 01:30:19.540
    Patrick Spychalski: Okay.

    372
    01:30:19.860 –> 01:30:36.030
    Patrick Spychalski: So I learned a little too quickly that figma already has a presentation feature. So this isn’t a fig jam. But nonetheless, I think it’s going to. Just be a quick, high level overview on what clay is, what clay can do, what use cases you can carry it out for. And then I’m gonna go into specific some specific examples

    373
    01:30:36.030 –> 01:30:53.469
    Patrick Spychalski: as to why you should be using clay relative to other tools out there in the AI marketing space, as I’m sure most of you have seen, there are a million tools that are being pitched to you day to day on Linkedin, obviously through Google SEO kind of to the point of the topic before and all the other channels. And of course it’s hard to kind of

    374
    01:30:53.470 –> 01:30:58.700
    Patrick Spychalski: wade your way through the noise. So of course, I’m a bit biased towards clay, and this is kind of my pitch towards their product.

    375
    01:30:58.700 –> 01:31:18.969
    Patrick Spychalski: and specifically why you should be using it for marketing. So what is clay, as you can see in like the kind of blur below, it’s an AI enabled workflow tool with incredible data enrichment, capabilities specifically built for marketing and sales teams. And I’ll kind of walk through this later. But I would argue, it has the best data, enrichment, capabilities of any tool out there on the market, and you will see why shortly.

    376
    01:31:18.970 –> 01:31:31.470
    Patrick Spychalski: I think a good way to think of it for those who haven’t actually used clay before is that it’s kind of like Google Sheets and Zapier, plus a combination of all of your favorite data enrichment tools, all kind of woven into one platform, and

    377
    01:31:31.470 –> 01:31:50.440
    Patrick Spychalski: as we walk through the platform you’ll see kind of how this makes sense. So going down to this, what can clay specifically do for growth teams? So I would say, clay for those who have maybe seen it on Linkedin, or seen a lot of content about it is is seen primarily a lot of the time as a sales tool or a sales enablement tool.

    378
    01:31:50.620 –> 01:32:13.050
    Patrick Spychalski: But what I think people often ignore is kind of the wide variety of marketing, slash growth, slash mar Ops. Use cases that can also be created and discovered within the tool. So some quick things it can do. The 1st thing is, it turns your tech stack into an ecosystem of tools that actually communicate with each other. Well, so what do I mean by that. So I would say in marketing and sales. And and I would say most

    379
    01:32:13.050 –> 01:32:35.749
    Patrick Spychalski: I would say, most realms. Today there are a lot of tools that all kind of do separate functions and separate things. So while you may have kind of a general source of truth for these tools, like a Hubspot or a salesforce. Oftentimes even those central sources of truth don’t really speak to each other. Super well, data is really cluttered. It’s stale. It’s unupdated. It’s not normalized. And it’s really hard to actually act upon data that you’re finding in these tools

    380
    01:32:35.870 –> 01:32:51.790
    Patrick Spychalski: which leads to the second point, which is, it helps you find more data on the people and companies that you’re targeting. So let’s just say, for example, you’re hosting a webinar like this one, and you have a bunch of attendees, and you don’t really know which ones could be potentially good customers for your service or your product.

    381
    01:32:52.061 –> 01:33:16.259
    Patrick Spychalski: Clay can help you find more data on those people or companies, and then eventually lead score them to figure out who you actually should be reaching out to. And then the 3rd thing is just generally automate growth processes that would take a lot of work. This is kind of why tying back to the zapier comparison, I compare it to that tool specifically, because you’re able to automate a wide variety of complex processes using the tool that allow you to get things done a lot quicker.

    382
    01:33:16.630 –> 01:33:17.480
    Patrick Spychalski: So

    383
    01:33:17.640 –> 01:33:29.399
    Patrick Spychalski: this is the last visual before you kind of just get into me, actually showing you how this thing works. So I figured this would actually be somewhat valuable to just kind of give you a general idea as to where clay lies in the tech stack universe.

    384
    01:33:29.500 –> 01:33:56.359
    Patrick Spychalski: I would define it mostly as an intermediary. So something that kind of falls between the source of your leads. So a bunch of marketing marketing initiatives, for example, and then where those leads eventually go so you could say, a marketing tool like Marketo or Hubspot, or the custom ad audiences like Linkedin and Amazon, and the main purpose clay serves is as an enrichment lead scoring data, cleaning, qualification and deep research tool.

    385
    01:33:56.360 –> 01:34:07.969
    Patrick Spychalski: So something that you can use to find more information on the people that you’re kind of, let’s say, aggregating or collecting through your different marketing initiatives before sending them programmatically somewhere else. So let’s just say, for example.

    386
    01:34:08.170 –> 01:34:30.329
    Patrick Spychalski: you’re getting dozens of calendly bookings a day, maybe even hundreds. If you’re more like a mid market to enterprising company, and you want to trying to find a way of kind of sorting through those and researching them both to send research docs to your sales team and to figure out if you actually want to take the call that somebody booked with you. Clay does an incredible job of finding really niche nuanced information on these people and companies

    387
    01:34:30.330 –> 01:34:43.010
    Patrick Spychalski: and then allowing you to score leads based on that information. And then, of course, can send that information whether it’s to your Hubspot, where you have your salespeople working to Marketo to figure out who’s supposed to go into specific campaigns.

    388
    01:34:43.010 –> 01:35:08.110
    Patrick Spychalski: etc, etc. So there are a variety of ways clay can be used. I didn’t want to meet. I didn’t mean to make this kind of like a logo dump visual hopefully, that it doesn’t kind of come off that way. But I wanted to at least demonstrate kind of how it lies in the in the world of tech. So, moving on to a few different examples. So I’m going to stop sharing and then share a new screen really quickly, and show you quickly how clay works. And then a few examples of what we’ve done in the tool.

    389
    01:35:08.730 –> 01:35:09.530
    Patrick Spychalski: So

    390
    01:35:09.890 –> 01:35:25.970
    Patrick Spychalski: this 1st one actually is just a untitled clay workbook, as you can see, because I wanted to quickly show you kind of how Clay works. So, as I showed from the visual previously. The best way to describe clay is as as an intermediary, which means you have to send data into clay in some way.

    391
    01:35:25.970 –> 01:35:43.269
    Patrick Spychalski: So there are a few different ways. You can do this. The 1st thing is that Clay has its own native data that you can use to find people or companies. So like, let’s say, for example, I click find people. This tab pops up right here, and you can put in a bunch of different filters similar to like an Apollo or zoom info, and then eventually find a list of people. So let’s just say, for example, I wanted to find

    392
    01:35:43.430 –> 01:35:53.679
    Patrick Spychalski: people with the founder of the founder job title that are based in New York City just to keep it very simple. And I will throw in

    393
    01:35:53.920 –> 01:35:59.550
    Patrick Spychalski: that information click preview. And a bunch of people will pop up

    394
    01:35:59.600 –> 01:36:20.690
    Patrick Spychalski: and hopefully, it loads quick enough for this not to be redundant. Okay? Awesome. So yeah, there’s like 41,000 people that show up immediately. Right? So you’re like, Okay, great. You can import them into a new table. There are a variety of really cool other sources, though specifically marketing specific, that I would also check out. So if you click more sources here, you can scroll down. I think there’s a lot of great social ones, specifically. So you could pull in

    395
    01:36:20.690 –> 01:36:34.239
    Patrick Spychalski: people mentioning your brand on Linkedin. You could find mentions on Reddit. You can pull in social media influencers in the clay. And it can find all this information programmatically. And I think it’s also worth noting. Kind of how clay does this right? And this is kind of going back to the

    396
    01:36:34.240 –> 01:36:56.409
    Patrick Spychalski: clay has better data than anybody else. Point Clay. The reason I can definitively say Clay has better data than any other tool on the market is because it doesn’t have its own data. It’s using an aggregation of every data provider in the world. So either natively integrates with all the any data provider that you use, or you can connect it externally to connect any other data provider that you might not, that might not natively integrate with clay. So

    397
    01:36:56.410 –> 01:37:12.729
    Patrick Spychalski: you can imagine, like, you can waterfall literally, every email finder or every phone number finder to find information on people. And even if you can’t find data through those providers, as I’ll show you in a second, you can find them using AI agents and other cool AI tools. So

    398
    01:37:12.740 –> 01:37:18.769
    Patrick Spychalski: I’m going to quickly show an example of how I did this for a client of ours.

    399
    01:37:19.060 –> 01:37:35.800
    Patrick Spychalski: Actually, I think this was just for a Linkedin post because I didn’t want to show off too many client workflows. I felt like that was probably some sort of IP issue. Nonetheless, you can see what a clay table looks like when you import leads into it. So it looks like a spreadsheet. But the main difference is that these columns that have Logos on them

    400
    01:37:35.800 –> 01:37:50.449
    Patrick Spychalski: are not static columns like you would see in a spreadsheet. They’re actually columns that you use to enrich people or companies so quickly. Before I walk through this table. I wanted to show you kind of how these enrichments work. So you can understand kind of the structure of these tables and how they operate. So if you click, add enrichment.

    401
    01:37:50.460 –> 01:37:56.999
    Patrick Spychalski: you can see here that this enrichment panel pops up and you can type in a specific data point, let’s say, for example, a person’s work email.

    402
    01:37:57.080 –> 01:38:14.429
    Patrick Spychalski: And if you click on it, it actually shows you an aggregation of all the different data providers you can use to find their work email that waterfall one after another. And so you can use these to find, for example, work emails at a higher data accuracy than any other tool out there because of the fact that it’s waterfalling every tool on the market.

    403
    01:38:14.760 –> 01:38:23.809
    Patrick Spychalski: So there are both normal enrichments, like the ones I just showed you, and then AI agents. So to the point I was making before. There’s an agent in clay called Claygent.

    404
    01:38:23.860 –> 01:38:48.640
    Patrick Spychalski: Pretty creative nomenclature there, I guess. But the the point of Claygen is, it allows you to scrape the Internet for very niche information, which is what I’m going to show you now. So this is doing a bunch of research on a specific group of leads that I’ve imported into this clay table. And you can see the 1st thing I did was, I didn’t have their Linkedin profile, which, for those who’ve used clay before know it’s the basis for a lot of data finding within the tool. So the 1st thing I was able to do

    405
    01:38:48.870 –> 01:39:06.379
    Patrick Spychalski: was I was able to go to collegent and say, act as an expert researcher. Here’s a person’s name. Here’s a person’s email, go find me their Linkedin. And after running this, all I did was prompt. The AI agent click, save and run, and it found me the person’s Linkedin profile at an incredibly high accuracy. As you can see here.

    406
    01:39:06.630 –> 01:39:21.279
    Patrick Spychalski: From there we can use another enrichment to enrich the person’s profile, and so all I did was throw in that Linkedin profile that I found previously. And now, if I click on this person’s information, I have all of their Linkedin info immediately at my fingertips. You can see all of their experience.

    407
    01:39:21.390 –> 01:39:23.670
    Patrick Spychalski: all of their past experience.

    408
    01:39:23.790 –> 01:39:32.269
    Patrick Spychalski: their summary, their description where they work their job, title, etc. So now that you have a general idea of how Clay actually works with their enrichments, I’m going to kind of just

    409
    01:39:32.610 –> 01:39:55.289
    Patrick Spychalski: quickly run through the use cases on what these things are actually doing to show you how it can be used specifically for marketing and marketing apps. So this one did a bunch of research on people and essentially threw it all into a Google Doc automatically and sent it to a sales team. So you can see here that we ran the enrichments. We found our Linkedin profile. We enriched them, we have their title, their past companies, their past titles. At other companies

    410
    01:39:55.380 –> 01:40:04.689
    Patrick Spychalski: we have the company summary where they currently work. Then we found their company’s linkedin information through that all into a table. Then we got their company size, industry, description.

    411
    01:40:04.790 –> 01:40:07.600
    Patrick Spychalski: Then we use an agent to go find the company’s revenue.

    412
    01:40:07.850 –> 01:40:24.970
    Patrick Spychalski: Then we use another agent to specifically segment this person, or into several different Icp segments, and so we just prompted it to say, Hey, segment into one of these 3 categories, based on the information I feed you, and you can feed individual columns into these prompts and then output their Icp automatically.

    413
    01:40:25.110 –> 01:40:29.919
    Patrick Spychalski: Then I can even have it. Explain to me why that person fits this Icp segment.

    414
    01:40:30.140 –> 01:40:38.969
    Patrick Spychalski: Another example is, I actually fed information about clay into an AI prompt and had it output. Use cases for the specific person on how they could use clay to me.

    415
    01:40:39.160 –> 01:40:43.009
    Patrick Spychalski: And then I sent it all through Zapier into a Google Doc

    416
    01:40:43.020 –> 01:40:55.829
    Patrick Spychalski: for sales team members to use before getting on calls. So the idea! Here was somebody books a call you do an insane amount of research on the person automatically. And it sends that person immediately a Google Doc, with all the information they could possibly want on a prospect

    417
    01:40:55.830 –> 01:41:19.640
    Patrick Spychalski: so moving on to yet another use case lead scoring. So I’m sure pretty much anybody who’s worked in Mar Ops knows how much of a pain. Advanced lead scoring can be obviously a lot of tools have their own, like internal mechanisms that can do it based on basic firmographic data. But a lot of the time. It’s tough to score on complex data without it being like an absolute mess. And so that’s what Clay is really helpful for.

    418
    01:41:19.640 –> 01:41:38.069
    Patrick Spychalski: So you can set up a clay table that every time somebody visits your website, or every time somebody engages with you on social media or fills out a form or attends a webinar, they can automatically get web hooked into a clay table. You can enrich them for a bunch of information, define scoring criteria and weights in their own individual columns, like I have in this situation.

    419
    01:41:38.200 –> 01:42:05.720
    Patrick Spychalski: and then find additional data on these people or companies like, for example, their revenue, their employee, count and specific roles the sort of tech stack they’re using, and then eventually use AI to output a final score and then upload that immediately to your salesforce, and you can see here, if I wanted to do that, it’s very easy to update or create a record in my salesforce based on these inbound leads, so you can see how powerful and custom a tool it can be like. I essentially created my own scoring model. In this case.

    420
    01:42:05.910 –> 01:42:14.459
    Patrick Spychalski: put in all the criteria I wanted, and then the AI does the rest. And so and this was probably built in a few hours, which is why clay is such a powerful tool

    421
    01:42:14.740 –> 01:42:18.270
    Patrick Spychalski: I need to check. See how good on time I am. Okay. I think I should be good.

    422
    01:42:18.621 –> 01:42:42.170
    Patrick Spychalski: Okay. So another thing I wanted to show you is kind of back to the social media influencer point I was making before you can import and find a lot of data in clay that makes it super powerful. So obviously, if you’re running some sort of influencer campaign, it’s kind of a pain to manually aggregate lists of influences that you think are a good fit, and then reach out to the ones that you think are actually worth engaging with you or your company. And so this table

    423
    01:42:42.200 –> 01:42:57.050
    Patrick Spychalski: immediately found social media influencers, and I can show you exactly what I searched. I just said, between 10,000 50,000 followers that work in AI, and sales are on Instagram, and I only wanted a hundred results returned to me, and Clay was able to do it really quickly for a pretty low credit cost.

    424
    01:42:57.200 –> 01:43:06.000
    Patrick Spychalski: Then I was able to go and enrich the social media influencers. So after I found their Instagram by using a Google search integration. So I just looked up the person’s name on their Instagram.

    425
    01:43:06.350 –> 01:43:08.170
    Patrick Spychalski: I was able to output their Instagram.

    426
    01:43:08.490 –> 01:43:23.749
    Patrick Spychalski: then enrich their social media profile for essentially everything that they have on their profile, like the medium amount of likes, medium amount of comments, the amount of engagement that they’re getting their bio, all of their posts, all of their post media and all of their post captions and output that immediately into a clay table.

    427
    01:43:23.850 –> 01:43:37.810
    Patrick Spychalski: Then I was able to create a custom AI prompt. That gave me a fit score on these influencers, and so I was able to pretty much. Just say, this is all that I’m looking for. Here’s a high level of my product. Tell me what they are at a scale of one to 100 in terms of fit.

    428
    01:43:38.010 –> 01:43:54.270
    Patrick Spychalski: and then rank these influencers in terms of fit, and give me a reasoning as to why and so again, and then find their emails. And then you can. I even created a custom email sequence that automatically sent to a sequencer that sent an email to these influencers saying, Hey, would you like to collaborate with us?

    429
    01:43:54.410 –> 01:43:55.280
    Patrick Spychalski: So.

    430
    01:43:55.924 –> 01:44:23.959
    Patrick Spychalski: yeah. Obviously, these tables can get somewhat complicated. And I know I’m kind of like like half speed running through them. But you can probably imagine the amount of things that you can do with this tool. It is pretty absurd. And it’s super powerful. So the last one I wanted to quickly show you, was I? And it kind of show you like. I’ll tell you like a background story on this one. So essentially, I missed a a meeting with a prospect because I completely just forgot, and the calendar never reminded me. And so I was like, I need to make a table

    431
    01:44:23.960 –> 01:44:50.529
    Patrick Spychalski: to make up for this to this, to this prospect, like, I need to make something that’s going to like, blow him away enough to be like, Okay, it’s okay, that he missed the meeting. So so it was essentially fine. So what I did is I got a list of all of his or not. All of the 100 sample Icp members. I found the company’s tech stack specifically, integrations that connected to this person’s tech. So like, I found the prospects integration partners search them on their prospects, and outputs 3 of the integrations that they have.

    432
    01:44:51.032 –> 01:44:56.690
    Patrick Spychalski: Then I use an AI agent to find all their prospects customer service issues because they’re a customer service company.

    433
    01:44:56.800 –> 01:45:12.770
    Patrick Spychalski: I found a list of personalized benefits that their product could provide prospects based on the customer service issues that they were currently providing, and then found all the ways in which you could contact customer service. Then I found a list of people who work at the companies using clay, put them into a new table and found their emails.

    434
    01:45:13.360 –> 01:45:30.210
    Patrick Spychalski: And then you can, of course, use these emails for an outreach campaign, either automated or manual, and then I scraped all of his social engagement and his companies and his CEO’s social engagement, and then I validated them for Icp fit to obviously reach out to anybody who’s a warm lead and their socials. So

    435
    01:45:30.500 –> 01:45:43.139
    Patrick Spychalski: that is, those are a few examples of how you can use clay. I wanted to make sure I had enough time to run through them with potentially any questions. But hopefully, this is helpful and obviously open to help walk you through anything

    436
    01:45:43.140 –> 01:45:58.990
    Julia Nimchinski: Insightful. Thank you so much, Patrick. Let’s address a couple of questions that we received from our audience now in real time, and also before this session. So question from Tony data quality availability in Europe. And the second, one, data compliance. Gdpr

  • 437
    01:45:59.920 –> 01:46:23.080
    Patrick Spychalski: Yeah, so they’re completely compliant. I clay itself and all of their integration partners are completely compliant with Gdpr, so you don’t have to worry about that. However, it is worth noting that data quality is slightly lower in Europe, just because of the data restrictions that are available there. So I will say it is the best data you can find for data in Europe. But it will be worse than trying to find like, let’s say us based prospects and information

    438
    01:46:24.650 –> 01:46:32.119
    Julia Nimchinski: Question from Karen, what influence on Clay will there be from recent events, from Linkedin, blocking companies like Apollo

    439
    01:46:32.760 –> 01:46:58.720
    Patrick Spychalski: Yeah, this is a great question, and, like every single one of our clients, asked us this when we got on calls with them recently. So it’s important to note a few different things. The 1st thing is that Linkedin cannot stop companies from scraping their platform. They can only stop companies from actually being on their platform like having a profile. And the reason for this is Linkedin obviously wanted to prevent companies from scraping. They took this to court, and they lost several times in cases where they would say, Hey, like, we’re suing this business for scraping.

    440
    01:46:58.720 –> 01:47:04.220
    Patrick Spychalski: The the government decided every single time that it is legal to scrape linkedin data. And so

    441
    01:47:04.220 –> 01:47:18.039
    Patrick Spychalski: a lot of these data providers will continue to do what they’ve been doing. Linkedin just is kind of backlashing against them by deleting their profile. So Apollo, seamless, I believe, like growth machines. Another example of companies that have recently been banned on Linkedin for those who

    442
    01:47:18.040 –> 01:47:37.820
    Patrick Spychalski: aren’t aware, but banned on like their profiles were banned. But their scrapers are still working perfectly fine, and and they’re still actively working as companies, so it shouldn’t actually affect the quality of the data it’s just going to affect, like the accounts of some some businesses that use linkedin data. And it’s also worth noting. Clay doesn’t scrape their own linkedin data. So I think they’re probably safe

    443
    01:47:38.770 –> 01:47:50.949
    Julia Nimchinski: Patrick. It’s really rare to see clay for marketing Ops marketing. And generally this type of use cases. I’m curious. What are you seeing in terms of your customers, and generally, the requested coming from folks.

    444
    01:47:51.760 –> 01:47:54.030
    Julia Nimchinski: Do marketers use clay

    445
    01:47:55.220 –> 01:48:13.099
    Patrick Spychalski: Well, the short answer is, yes, they definitely do. I would say a good, probably like 30 to 40% of the main points of contact at our clients are our marketing heads, marketing leads. And so there’s a few ways in which they use them. The 1st thing is for lead aggregation and cleaning and scoring. And so

    446
    01:48:13.100 –> 01:48:42.729
    Patrick Spychalski: you can imagine, especially if you’re like a head of marketing. It’s really tough to get a great view on like clean data of people who are engaging with your different marketing initiatives. So like, let’s just say, for example, you have a website that gets a bunch of viewers. You have a webinar that has a bunch of signups. You have a form on your website where people do filling. And you have a bunch of social engagement. It’s really tough to get all of those different sources. Put them in one place, clean up the data and figure out whether they’re actually worth reaching out to or not, and oftentimes a good portion of those people aren’t worth reaching out to. Maybe only

    447
    01:48:42.730 –> 01:48:57.220
    Patrick Spychalski: 10 to 20% of them are. And so clay is incredibly good at aggregating all of this data, scoring it, cleaning it, and then sending it to a hubspot or a salesforce, or wherever you actually operate, let’s say, as a team. So we’ve found that actually, not a lot of

    448
    01:48:57.703 –> 01:48:58.570
    Patrick Spychalski: let’s say.

    449
    01:48:58.720 –> 01:49:14.349
    Patrick Spychalski: like within a company, maybe only one or 2 people are actually within clay. A lot of it’s syncing to salesforce or hubspot. So salespeople and marketing people have a better source of truth with more clean data. So that’s 1 great example. Of course, another one would be for influencer campaigns. As I showed you a second ago.

    450
    01:49:14.360 –> 01:49:39.520
    Patrick Spychalski: another great use case would be creating programmatic web pages or doing SEO work, or even copywriting based on individual things like clay. All of Clay’s SEO is actually done using clay. So if you look up the revenue of a company likely in the 1st couple of pages. If they’re a large tech company. Clay’s SEO page, for that will come up. And they’re doing that, using clay programmatically, making web pages and putting them on the web flow. So there’s

    451
    01:49:39.730 –> 01:49:43.930
    Patrick Spychalski: ton of use cases. I mean, it could connect to so much like the the possibilities are pretty much endless.

    452
    01:49:44.400 –> 01:49:49.130
    Julia Nimchinski: Really cool. How does the clay data integrate with salesforce and Hubspot

    453
    01:49:50.020 –> 01:50:15.150
    Patrick Spychalski: Yeah, so clay data syncs incredibly well with both of those providers. They have native integrations with them. So what clay can do is, it can import data from those things on a periodic basis. So, for example, let’s say, you have a list view in salesforce that you want to have updating clay every day. You can have that done very easily. So you could import a list view into clay directly from salesforce and have it update daily. It can also export data back into those 2

    454
    01:50:15.430 –> 01:50:42.079
    Patrick Spychalski: sources. So, for example, if you did a bunch of enrichment and and cleaning and scoring, and made the data look pretty again and actually functional. You can send that immediately back to Clay. So there’s a great use case there, because you can essentially import data programmatically into clay, clean it, score it, enrich it, and then send it back, creating a like perfect feedback loop of constantly clean salesforce or hubspot data. So you don’t have to like treat salesforce like a rock of bad data, like what usually people do with it.

    455
    01:50:43.090 –> 01:50:50.790
    Julia Nimchinski: Another question from our community here. What’s the biggest challenge teams face when automating lead segmentation? And how does Clay solve it?

    456
    01:50:51.390 –> 01:51:11.170
    Patrick Spychalski: Yeah. So there are a few different challenges. I’d say, teams face. The 1st thing is finding a system that’s able to do it reliably and consistently. And so as I’m sure anybody in like, even especially like a more of a mid market enterprise, business has seen most lead scoring mechanisms either have one of 2 compromises. Either they’re very simple.

    457
    01:51:11.170 –> 01:51:23.790
    Patrick Spychalski: and they’re not scoring for as many like, let’s say, complex data points, or they’re not super consistent in the sense that they can’t find the data consistently and accurately enough for you to score in them. So those are 2 problems that are faced, I’d say, by most teams, like.

    458
    01:51:23.790 –> 01:51:36.139
    Patrick Spychalski: for example, you can do lead scoring in in tools like 6 cents. I know you can do it in Marketo, so there are a lot of, you know, tools that have lead scoring. But the problem is, the data is very basic. You can’t really find a niche data like I could score, based on.

    459
    01:51:36.140 –> 01:51:55.699
    Patrick Spychalski: like the Cta text of the the button on their contact page, if I wanted to in clay. And so there’s that. And then, of course, the fact that it takes a lot of time if you’re going to do complex lead scoring to do it one by one. So clay automates that process with better data. And it allows you to upload that information. Of course, to whatever product you’re using, anyway. So I would say that that’s probably how it benefits the most

    460
    01:51:57.050 –> 01:52:03.449
    Julia Nimchinski: Next up. How does clay handle cross-channel data inconsistencies when enriching context

    461
    01:52:04.370 –> 01:52:11.710
    Patrick Spychalski: Yeah. So I mean, that’s a great question, especially considering that, like, as I mentioned before, you’re aggregating data from a lot of different sources. So

    462
    01:52:11.720 –> 01:52:36.709
    Patrick Spychalski: what clay can do is cross check data from its internal data tools, like, for example, the enrichment providers that I demonstrated to you and clay to ensure that the data you’re actually getting from these other tools is accurate. So, for example, if you have a salesforce instance, that’s kind of like rotting away with bad data, and you import that data into clay. Likelihood is most of the people, or at least some of the people in your salesforce instance, don’t have the same job, or they don’t work at the same company.

    463
    01:52:36.710 –> 01:52:58.359
    Patrick Spychalski: or something’s changed about them, right? So you can use clay to enrich these people for their current up to date data and then cross, check it against a tool like salesforce that you had previously update the data and then send it back to that original tooling. So it allows you to essentially like, let’s say, gut check or verify the data coming from other tools, and then, of course, normalize it, to send it to a source of truth of some kind

    464
    01:52:59.850 –> 01:53:07.890
    Julia Nimchinski: Another one from Karen. Here, you’re an expert. What is the lift for a company getting started and maintaining on your own

    465
    01:53:08.590 –> 01:53:33.620
    Patrick Spychalski: Yeah, so it’s a great question. And I’d say this is honestly the biggest barrier to entry with clay that anybody faces is, as you can probably tell by the stuff I was just demonstrating. It’s not super easy to learn. It’s also not super easy to master, so it takes some time to do so, so I’d say the complexity, or, let’s say, the lead time in you setting up clay and implementing it and maintaining it for your company is completely contingent on the complexity of the tables that you’re building. With that being said.

    466
    01:53:33.620 –> 01:54:00.200
    Patrick Spychalski: I would say, if you want to learn Clay pretty quickly, they have a university on their website. So I would recommend checking it out. It’s completely free. And you can learn clay that way. And secondly, I would say it takes. Probably if you watch that university and you play around with the tool a few weeks to a few months, depending on what you’re building out to get the tool completely down, and that might scare some people away. But there are a lot of services that help you set it up like. For example, I run an agency that helps set up clay for companies that’s like.

    467
    01:54:00.200 –> 01:54:25.909
    Patrick Spychalski: you know, the whole basis of the business is clay is complicated and just hire somebody like us to who knows how to use it to do it for you, so you can either hire a business to help you set up. Set that up and kind of like, I don’t know. T. Up your initial clay instance or you can learn it using the variety of boot camps, Youtube videos universities available for clay and and get it set up. But I think like the main thing I want to touch on, though, is like, even if you don’t want to hire an agency, I would like

    468
    01:54:25.920 –> 01:54:30.399
    Patrick Spychalski: highly highly suggest trying to learn it. I think it’s worth the effort.

    469
    01:54:30.667 –> 01:54:39.839
    Patrick Spychalski: There are easier tools to use out there, but they’re not nearly as flexible or powerful when you’re setting up like custom workflows for your business. And so that’s kind of like the main, the main draw

    470
    01:54:41.730 –> 01:54:46.239
    Julia Nimchinski: Question from Andy. What different intent sources does Clay integrate with

    471
    01:54:47.344 –> 01:54:58.300
    Patrick Spychalski: So clay. And this is actually a great point that I might not have touched on as well as I wanted to. Clay integrates with literally every piece of technology that has web, hook, and Api functionality, every single one of them. So

    472
    01:54:58.300 –> 01:55:23.270
    Patrick Spychalski: they might natively integrate with a lot of different intent data. So, for example, like, I use a tool all the time called trigify, that scrapes social intent data and gives it to me into a clay table, and it natively integrates with trigify, but it also integrates with everything else. As long as you know how to set up the web hooks or the Apis within clay. And so that’s what makes it so powerful again, is, and somewhat difficult to learn in the more advanced stages is you can connect anything to it. You just have to figure out like, what are the Apis

    473
    01:55:23.270 –> 01:55:37.370
    Patrick Spychalski: docs telling me to do to connect it to clay? But yeah, it can connect with again essentially anything. So if you have like, for example, common room, a very like a great intent data aggregator that you want to connect to clay. You just use this web hook and Api functionality, and it’ll do it for you

    474
    01:55:39.290 –> 01:55:43.410
    Julia Nimchinski: Question from Nicholas. Where do you see Clay focusing next

    475
    01:55:44.770 –> 01:56:01.460
    Patrick Spychalski: Great question. So I’m currently in the clay offices right now. I know the team super well, and I have been hearing a lot of talks just like specifically around their fundraising where they’ve kind of positioned themselves as a tool for growth. And so my take is, I think they’re gonna start

    476
    01:56:01.460 –> 01:56:17.780
    Patrick Spychalski: branching out into things like marketing, for example, that they haven’t really been going after Clay has again been mostly advertised as a sales tool. But I really think marketing and growth is the next use case that it’s going to operate within. So I think Clay is going to go kind of towards the entire growth. Sphere. Not just sales itself

    477
    01:56:20.180 –> 01:56:33.810
    Julia Nimchinski: Thank you so much, Patrick. Again, where does our community should? Where should our community go to support you? And you have an agency. What clients do you work with? And yeah. But what’s the qualification

    478
    01:56:34.070 –> 01:56:53.839
    Patrick Spychalski: Yeah, so feel free to check out my Linkedin, if you’re able to type out my entire name into the search bar. And then I have a website called the kiln.com that you can check out for our agency. We mostly work with mid market to enterprise businesses on implementing clay. So if that’s you, and you’re interested in talking about how you can use it, feel free to reach out and appreciate you. Having me on. Julia

    479
    01:56:54.620 –> 01:56:55.550
    Julia Nimchinski: Thanks again.

Table of contents
Watch. Learn. Practice 1:1
Experience personalized coaching with summit speakers on the HSE marketplace.

    Register now

    To attend our exclusive event, please fill out the details below.







    I want to subscribe to all future HSE AI events

    I agree to the HSE’s Privacy Policy and Terms of Use *