Deal Assist
Got a technical CRM or integration question in a deal? We'll jump on a call with you and your prospect.
Official Clay PartnerYour customers bought Clay. We make it work across their whole GTM.
We're an embedded GTM team that connects Clay to the CRM, workflows, and processes your customers already run on. We help you close the deal, then make sure they actually get value.
- Official Clay Partner
- Building in Clay sinceworkspace #9,000
- One Salesforce org170,000 accounts enriched
- Top 5 finalistBattle of the Builders, UNBOUND 2026
Think of us when you hear...
We’re on Salesforce. Will Clay mess up our data?
Who’s going to set this up?
We don’t have a GTM engineer.
Our CRM is a mess.
We bought Clay but aren’t really using it.
What's in it for you
Close faster.
We handle the CRM and integration questions on the call.
Customers that stick.
They get value in weeks, not months, so they use their credits and renew.
We never compete with you.
We don’t sell data or enrichment. Clay stays the hero.
You stay in the loop.
We tell you what we built so you know where to expand.
Three ways we help
Clay Sculptures
One Clay play, built in your customer's own workspace, for $10,000. Sales, Marketing and RevOps Sculptures, on Salesforce, Dynamics, or any CRM with an API.
See all nineSignal Briefing Agent
Clay signals feed an AI agent that tells reps every morning which accounts need them and why.
2
What every Sculpture includes
The same standards on every play we build, whichever team it is for.
Connect Clay and your CRM the right way
- Map Clay data to the right CRM fields, including custom fields. In Salesforce, upsert on an external ID.
- Set write rules so Clay fills blanks but never overwrites what reps entered
- Dedupe by domain and email so no duplicate contacts or companies
- Keep contacts associated with the right companies
Pick your Sculptures
Set up CRM automation that uses the data (Salesforce Flow, or your CRM’s workflows)
- Route leads to the right rep by territory, company size, or industry
- Rank accounts by fit and revenue potential, so reps work the best ones first
- Build lists for sequences, ads, and nurture campaigns automatically
- Create tasks for reps when a signal fires
- Update lifecycle stages without anyone touching them
Protect their credits
- Only enrich records that meet set criteria
- Skip duplicates and records already enriched
- Set limits so nothing runs away overnight
Train the team
- Walkthrough sessions for reps and admins
- Simple docs on how everything works
- Follow-up check-in to fix anything that’s off
What we've built in Clay
170,000 accounts, enriched and made real-time
Chaos
Enriched a 170,000-account customer base in one Salesforce org with an 11 to 14 provider waterfall. Hit 70.8% industry match against a 70% target, delivered 45 days after terms were agreed. Now runs in real time: each new order is enriched in 12 to 14 minutes and written back to Salesforce, about 800 records a day.
Read the storyDemo-to-SQL from 10% to 20% in 90 days
DealRoom
Built a signal engine in the CRM fed by four Clay workflows: acquisitions, M&A press releases, new hires, and job posts. Grew coverage from 1,300 to 18,500 companies and generated ~7,200 signals in a quarter. No new hires.
3x reply rate
SC&H
Made Clay the routing layer between website visitor and intent data, the CRM, and outreach tools. Filtered 4,200+ contacts down to 3,100 ICP matches, routed daily.
970 marketing contacts recovered
Elastic Path
Re-validated ~12,000 emails and brought back 970 contacts that had been marked invalid. Also expanded new-hire signal monitoring from 650 to 4,264 companies.
Full outbound stack in about 2 weeks
A developer-tools company
Developer intent data into Clay, then straight into sales sequences.
How we build
01
Cheapest first.
Free and low-credit lookups run before expensive ones.
02
AI only where data vendors miss.
And every AI answer gets a confidence score so sales knows what to trust.
03
Built to last.
Monitoring, dedupe rules, and documented fixes so builds don’t break.
04
Your customer owns it.
We build in their own Clay workspace whenever possible.
Who we work best with
B2B companies with 100+ employees in vertical SaaS, logistics, manufacturing, and industrial. Teams on Salesforce, Dynamics, or any CRM with an API, without enough ops people.
- 100+ employees
- Vertical SaaS
- Logistics
- Manufacturing
- Industrial
- Any CRM
Let's talk
Have a deal where we could help, or just want to get to know us?
Already on Clay and a play is not working? We rebuild it as a Sculpture.