Sales research and outreach is a fractured and time-consuming experience. It’s often spread across a series of platforms and workflows and involves using different prospecting tools to find leads. Transferring lead data into your CRM and email software is another time suck. So is using AI chatbots to draft email copy.
Clay is revolutionizing these outbound sales workflows by combining all of them into one tool. You can think of Clay as a super-powered Excel spreadsheet. It automatically imports data from various sources like LinkedIn, Apollo etc. into synced tables - and allows you to automate email drafting and sending too.
In this tutorial, we'll walk you through the process of creating targeted company lists, finding the right contacts, and automating your email drafting and outreach.
Steps we’ll follow in this tutorial:
- Step 1: Create a company leads list
- Step 2: Map and filter the data based on your criteria
- Step 3: Find targeted people at each company
- Step 4: Auto-draft emails with AI and send them in bulk
Let’s dive in!