Table of Contents
Loom Video Questions (Pick 3)
- Walk through which fields get written to the CRM and why you chose those specific fields. How does sales actually use them?
- What happens if the same lead comes through multiple channels? How does your system track and flag duplicates?
- How are you cleaning or standardizing CRM data in this workflow?
- Walk me through how you're handling records that produce errors for a certain enrichment. Show me the conditional logic.
- How are you tracking which records have been enriched vs. which haven't?
- If an enrichment provider changes their data format tomorrow, would any columns or CRM fields need updates?
- Walk me through your data mapping. Show me how a Clay column name maps to a CRM field name. Are there any transformations happening in between?
- If you rebuilt this from scratch tomorrow, what would you do differently?
- What is a feature or Clay capability you wish existed but doesn't? How are you working around its absence?
- Show me how your multiple tables connect together to form one cohesive workflow.
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: