What the vendor describes
Clay describes a platform for go-to-market workflows, data enrichment, account research and signals. Its product information connects research and data work with downstream sales and marketing processes.
What to bring to an evaluation
A defined account list, a fit hypothesis, permitted data sources and a clear destination for the output.
Questions to ask before a trial
These are our proposed buyer questions. Ask the vendor to demonstrate the answers against your requirements.
- Where does each field come from, and can our reviewer inspect its source?
- How does the workflow handle missing, conflicting or stale information?
- What are the credit costs and provider limits for a representative account?
- Can the output reach our CRM with the required permissions and review controls?
A practical way to test the fit
Start with a small set of accounts you can verify. Keep source URLs, dates, missing fields and review decisions visible. Check whether the resulting brief provides a relevant reason for a conversation.
The limitation to keep in view
More account data does not establish a current need or permission to contact someone. Relevance and outreach decisions still require human review.
Use the full AI tool evaluation scorecard to document your task, inputs, review effort and decision.