01
CRM Enrichment
What gets built
Field standards, waterfall enrichment, dedupe support, refresh logic, scoring inputs, and CRM sync.
Outcome
Account and contact records become usable for routing, segmentation, reporting, and sales action.
Clay partner
Clay Implementation Partner.
A Clay implementation partner helps B2B teams design, build, QA, document, and maintain Clay workflows that connect to CRM, enrichment providers, sequencers, routing logic, reporting, and revenue operations. Delverise implements Clay as part of the GTM operating system, so Clay tables become reliable workflows rather than isolated data projects.
Updated June 6, 2026
When Clay stalls
The table works once. The workflow does not.
Clay tables are built without a clear downstream CRM, outbound, routing, or reporting path.
Data is enriched, but no one trusts the fields enough to automate from them.
Credit usage, source priority, fallback logic, and QA are not documented.
One operator understands the workflow, but the team cannot maintain it after handoff.
Implementation model
What has to be designed.
01
Discovery
use case, systems, stakeholders, constraints, and success criteria.
02
Architecture
inputs, Clay tables, providers, enrichment logic, outputs, and downstream systems.
03
Build
workflows, waterfalls, scoring logic, routing support, and integrations.
04
QA
sample records, edge cases, field mappings, source confidence, and output quality.
05
Handoff
production owner, documentation, maintenance cadence, and escalation path.
06
Optimization
credit usage, conversion impact, data quality, and next workflow priorities.
What we build
Clay implementation work that survives production.
02
Account Research & Scoring
What gets built
Company research, fit scoring, signal monitoring, territory context, and rep-ready account briefs.
Outcome
Sales teams see which accounts matter and why before they spend time on them.
03
AI Outbound
What gets built
Prospect sourcing, contact enrichment, personalization inputs, sequence handoff, suppression, and QA.
Outcome
Outbound runs from better data and clearer workflow logic.
04
TAM Sourcing
What gets built
Market mapping, exclusions, fit thresholds, contact discovery, and approved account workflows.
Outcome
The target-account universe stays defensible and refreshable.
05
Inbound Routing
What gets built
Form enrichment, fit scoring, CRM updates, Slack alerts, assignment logic, and follow-up triggers.
Outcome
High-fit inbound demand gets routed with context while the timing is still useful.
06
Documentation & Training
What gets built
Owner guides, QA checklists, table maps, field dictionaries, reverse demos, and maintenance notes.
Outcome
The workflow can keep running without depending on one external builder.
Where it fits
The Clay layer inside the GTM system.
Before Clay
Define the use case, CRM object, fields, data sources, and activation path.
A workflow brief that prevents disconnected table building.
Inside Clay
Build enrichment, transformations, scoring inputs, waterfall logic, QA checks, and sync steps.
A Clay workflow with clear inputs, outputs, and acceptance criteria.
After Clay
Connect outputs to CRM, sequencers, Slack, routing rules, reporting, and owner workflows.
The enriched data turns into action instead of sitting in a table.
After launch
Review data quality, credit usage, conversion impact, errors, and next workflow priorities.
The team knows what to maintain, improve, and build next.
Best fit
Hire us when the system has to work.
- You use or are evaluating Clay and need it connected to CRM, outbound, scoring, routing, or reporting.
- Clay workflows are important enough to need QA, documentation, and handoff.
- Your GTM team needs implementation depth, not a one-off table build.
- You want Clay connected into a broader GTM Engineering or RevOps operating model.
Not a fit
Do not hire us for isolated tasks.
- You only need a one-time list pull.
- You need Clay product support rather than workflow implementation.
- There is no defined ICP, use case, CRM, or downstream operating workflow.
- No one internally can own the workflow after handoff.
Implementation
From audit to operating cadence.
01
Run discovery on the use case, systems, stakeholders, current data, and success criteria.
02
Map inputs, Clay tables, providers, fallback logic, outputs, and downstream systems.
03
Define field standards, source priority, QA checks, and production acceptance criteria.
04
Build the Clay workflow and required enrichment, scoring, routing, and integration steps.
05
Test sample records, edge cases, source confidence, and field mappings.
06
Run a reverse demo and move approved workflows into production.
07
Document ownership, maintenance, credit controls, failure points, and next optimization cycle.
Evaluating Clay
Clay is strongest when it has an operating model around it.
If you are still evaluating Clay as the workflow layer for enrichment, scoring, and outbound operations, start by deciding where Clay will sit in the CRM, sequencing, automation, QA, and reporting path. Delverise is a Clay First 100 Solutions Partner and usually recommends Clay when data and workflow orchestration need to operate together.
Start with ClayWhat does a Clay implementation partner do?
A Clay implementation partner designs workflow architecture, builds Clay tables and integrations, defines enrichment logic, connects Clay to CRM and outbound systems, runs QA, documents the workflow, and prepares the team to operate it.
When should a company hire a Clay implementation partner?
Hire a Clay implementation partner when Clay needs to support a production workflow across CRM, enrichment, scoring, routing, outbound, reporting, or RevOps ownership.
What should Clay implementation include?
It should include discovery, workflow architecture, provider strategy, build, QA, production handoff, documentation, training, and post-launch optimization.
How does Clay connect to CRM and outbound?
Clay can enrich and score account or contact data, then sync outputs into CRM fields, sequencers, Slack alerts, routing rules, and reporting systems.
Is Delverise a Clay agency?
Delverise is a Clay First 100 Solutions Partner, but the work is framed around GTM systems. Clay is a powerful workflow layer, not the whole company positioning.
Next step
Build the system your team can actually run.
We will look at your current motion, identify the highest-leverage system gap, and tell you what we would build first.