01
Enrich Your Existing Customer CRM
We start by taking your full list of existing customers and processing it through Clay. This cleans the data and enriches every account with real-time 3rd party data points, like number of locations, employee growth or if they are hiring for roles that would use your product.
02
Score Every Account on Expansion Potential
We then build a dynamic scoring engine that scores each account based on its potential for upsell or cross-sell revenue. This score combines market signals with their product usage data, automatically identifying your perfect expansion accounts.
03
Get a "Top Accounts for Expansion" List
The system generates a priority list that is always up-to-date and synced with your CRM. This tells your expansion team exactly which accounts to focus on, based on data, not gut feeling.
