Course

CRM Hygiene with Clay: Stop Cleaning Your CRM by Hand

Michael Slawson

GTM practitioner across 50 b2b companies

Stop cleaning your CRM by hand and get your Fridays back

No head of RevOps wants to spend Fridays merging duplicates, chasing missing titles, and fixing lead routing that broke again. Yet most teams still clean their CRM by hand, in bursts, usually after a bad board report.

It doesn't have to work that way anymore. With Clay you can audit, enrich, route and re-check your CRM continuously, inside a fixed credit budget. Clean data makes everything else go down smoother: routing, scoring, forecasting and reporting all start to work. Teams that automate this move faster than teams still doing it manually.

In five live sessions you will build an always-on hygiene and inbound routing system on your own CRM. You will leave with hours back every week, and a system that keeps working six months from now.

What you’ll learn

Go from cleaning your CRM in painful bursts to an always-on system that enriches, routes and re-checks data on its own.

  • Pull Salesforce or HubSpot into Clay Audiences and score fill rates, duplicates and stale records

  • Focus only on the fields that drive routing, scoring and reporting

  • Build waterfall enrichment with clear overwrite rules and CRM field mapping

  • Know your cost per filled field so reps trust the data and finance trusts the spend

  • Turn every form fill into a Clay Workflow that enriches, scores and assigns an owner

  • Alert reps in Slack and write results back to the CRM automatically

  • Schedule re-enrichment and job-change tracking as Clay Workflows

  • Set Workflow Budgets so automated spend stays inside a number you can defend

  • Tie cleaner data to pipeline with Audiences reporting, not vanity fill rates

  • Present a before/after scorecard your CRO and board will understand

Learn directly from Michael

Michael Slawson

Michael Slawson

Contact

Built and sold a 7-figure agency, GTM @ Clipboard Health, Hum Capital, Deloitte

See all products from Michael

Who this course is for

  • Heads of RevOps at PE-backed or growth-stage B2B companies who own the CRM and are new to Clay

  • Ops leaders who lose hours every week to manual data cleanup and broken lead routing

  • Operators preparing for Clay's inbound certification who want to build on a real CRM

What's included

Lifetime access

Go back to course content and recordings whenever you need to.

Community of peers

Stay accountable and share insights with like-minded professionals.

Certificate of completion

Share your new skills with your employer or on LinkedIn.

Maven Guarantee

Your purchase is backed by the Maven Guarantee.

Frequently asked questions

Maven for Teams

Reimbursement

Get your company to pay

Everything L&D needs: email template, receipts, and certificate of completion.

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Private cohort

Run a cohort for your org

A dedicated cohort with a custom schedule and curriculum, tailored to your team.

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