Most Clay partners focus on running campaigns. We help you run the entire revenue machine. Operatus is both a certified Salesforce and HubSpot Consulting Partner uniquely positioned to help unify your tech stack with your CRM at its core. We create fully enriched GTM playbooks using Clay that include TAM sourcing, CRM enrichment, account research and scoring, along with scalable automation to power every stage of your revenue engine.
Why CRM Expertise Matters for Clay Customers:
When you choose Operatus, you get more than just Clay expertise. You gain a certified partner who ensures every enriched contact, account score, and workflow in Clay is effectively utilized within your CRM — whether Salesforce or HubSpot. We make your Clay data instantly actionable, enabling lead scoring, routing, territory planning, and GTM reporting. This means no missed opportunities and no unused insights, only a connected and automated revenue engine with your CRM at its core and Clay as the high-octane fuel.
Not sure where to start? We got you covered! We design and run a focused Clay POC to demonstrate rapid data enrichment, workflow automation, and seamless CRM integration. This hands-on pilot validates ROI and uncovers high-impact opportunities to scale your revenue operations quickly.
We refine and validate your Ideal Customer Profile using Clay’s AI-driven data to ensure your sales and marketing target the right personas. This leads to more accurate account scoring, better campaign focus, and improved pipeline quality.
We use Clay’s data enrichment alongside our RevOps expertise to identify, prioritize, and score your Total Addressable Market (TAM). By unifying your tech stack, we help you focus sales and marketing efforts on the highest-value accounts with accurate and up-to-date insights seamlessly integrated into your CRM.
We keep your Salesforce CRM clean and actionable by enriching existing records with fresh, AI-driven data from Clay and performing ongoing health checks. This ensures your CRM supports efficient lead routing, forecasting, and revenue operations without gaps or duplication across your systems.
