Table of Contents

Introduction

This rubric is designed to evaluate Clay table submissions for the CRM Enrichment certification. It provides a structured framework for assessing the quality, effectiveness, and implementation of best practices in Clay tables used for outbound campaigns.

Use this rubric as a guide for your table ahead of time - and make sure you feel like the workbook you’re submitting meets the standards listed here!

Understanding Clay Tables for CRM enrichment

Clay tables for CRM enrichment represent the intersection of data enrichment, personalization, and automated outreach. These tables leverage Clay's platform capabilities to:

1. Import existing CRM data from Salesforce, HubSpot, or other systems
2. Enrich records with up-to-date, additional demographic, firmographic, technographic, and other contextual information
3. Standardize and clean data to improve CRM data quality
4. Generate actionable insights for sales and marketing teams
5. Push enriched data back to the CRM system of record

The CRM Enrichment certification validates a user's ability to create Clay tables that effectively accomplish these tasks while implementing best practices for data enhancement and system integration.

How to Use This Rubric

Evaluation Steps

1. Review the submission - Examine the Clay table thoroughly, including all columns, formulas, and workflows
   • Check table structure and organization
   • Review column names and data types
   • Examine formulas and AI prompts
   • Trace the workflow from data collection to outbound integration
2. Score each category - Assign a score from 0-5 for each of the 10 evaluation categories
   • Use the detailed criteria and examples for each category
   • Consider both technical implementation and strategic approach
   • Compare against examples provided in the rubric