Reps were heading to an international trade fair without the right emails for the accounts they wanted to meet. We enriched the list in Clay, and the client reports four first meetings booked from it.
ClaySalesforceOctober 2026From The FullFunnel Dozen
From list to meetings
~100
Trade fair accounts enriched
4
First meetings booked from the list
Meeting count is client-reported.
The short answer
The trade fair list was one part of a wider pipeline cleanup. We enriched about 100 target accounts in Clay so reps could reach the right people, and in the same engagement moved sales targets into Salesforce and reworked the SDR and AE pipeline dashboards.
ToolsClay, Salesforce
MeetingsFour, client-reported
IssueOctober 2026
How it worked
Problem, fix, proof
01
The problem
What was getting in the way?
Reps knew which accounts would be at the fair but didn’t have the right emails to reach them. Behind that, the reporting had its own problems: sales targets were typed into every dashboard widget by hand each quarter, and early-stage pipeline counts disagreed between dashboards.
02
The fix
What did we fix?
Three things, in the same engagement:
Enriched about 100 trade fair accounts in Clay with the right contacts
Created a Salesforce goal object, so dashboards read targets from data
Reworked the SDR and AE pipeline dashboards
The list, the targets, and the dashboards, fixed together.
03
The proof
What does the client report?
Four stage-zero meetings booked straight from the enriched list, and the stage discrepancies between dashboards resolved.
The result
What changed?
Reps went in with people to contact rather than company names, and the dashboards now agree on early pipeline.
Trade fair list
About 100 target accounts enriched in Clay with the right contacts
4 first meetings booked
Goal object
Sales targets stored in Salesforce, so dashboards read them from data instead of hand-typed numbers
Pipeline dashboards
SDR and AE dashboards reworked so early-stage counts line up
