Account research
AI personalization
AI copywriting
Enrichment
List building
Generate new leads from the deals you just closed
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Mark Larson
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Let's say you have just closed a deal, and are looking to sell to similar companies. With Clay, you can. Use this workflow to:

  1. Import opportunity data from Salesforce
  2. Find and enrich similar companies based on keywords and industry
  3. Find and enrich people from these companies that fit your ICP
  4. Use AI to generate some discussion points that can be used for potential outreach
  5. Send these records back to Salesforce
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Generate new leads from the deals you just closed

Generate new leads from the deals you just closed

Duplicate

Let's say you have just closed a deal, and are looking to sell to similar companies. With Clay, you can. Use this workflow to:

  1. Import opportunity data from Salesforce
  2. Find and enrich similar companies based on keywords and industry
  3. Find and enrich people from these companies that fit your ICP
  4. Use AI to generate some discussion points that can be used for potential outreach
  5. Send these records back to Salesforce

Learn with our resources

Check out Clay University, read our GTM blog, or try out our top templates to transform your growth ideas into outreach in minutes.

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Dynamic label
use cases
Account research
AI personalization
AI copywriting
Enrichment
List building
roles
Sales
author
Mark Larson

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