Clay (Free) to find companies using competitors with HG Insights and personalize an outbound message
Before we begin
Identifying and utilizing technographic data for displacement campaigns is a significant challenge, as access to high-quality, actionable data is often limited. Without clarity on which accounts are using your competitors’ technologies, targeting becomes inefficient and imprecise.
This Claybook resolves this issue by leveraging HG Insights to accurately identify competitor accounts based on their technology stack. When paired with firmographic insights, it enables the creation of well-targeted outbound efforts, empowering fast and effective displacement campaigns
What you can do with this Claybook:
- Find companies that use your competitors
- Find contact information for people within those companies
- Automate personalize outbound messages to those people
- Push messages to an email sequencer automatically
Steps
Copy this template
First, copy the exact Clay table here.
If you’re already a user, you’ll be directed to your workspace. If not, you’ll be prompted to create a free Clay account.
The interactive demos on the right will guide you through each step of this Claybook.
Step 2:
Find companies using your competitor’s technology
Edit the search criteria of your source action to find companies that are using your competitors’ technology.
Step 3:
Target contacts at these companies
Use the Find People enrichment to find contacts at these target companies. Here we searched for VP and executive-level technical leaders.
Step 4:
Build personalized message sequences
Clay natively integrates with Twain to create personalized message sequences. To edit the sequence details and instructions, click into the Twain column. You can customize fields such as “Prospect Name,” “Trigger/Signal,” and “Sequence Instructions”.
Step 5:
Export messages to sequencer
Export your personalized messages to your sales sequencer. Your template uses Smartlead, but you can use any sequencer including Outreach, Salesloft, or Instantly.
Copy the template
Copy this template to run outbound competitive displacement campaigns.
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