Salesforce
Enterprise system of record. We wire into it, not around it.
System of recordSalesforce stays your source of truth. The stack feeds it cleanly.
Your existing org, connected to a modern outbound engine.
If your company runs on Salesforce we do not try to replace it or duplicate it. We connect the outbound system to your existing org with the discipline enterprise environments require: a dedicated integration user, field level care and changes that go through your admin process, not around it.
The result is that outbound stops being a silo. Signals and enrichment flow in, activity and replies are logged where sales already works, and revenue reporting includes the pipeline this system creates.
How we set it up.
- Map the org
We document the objects, fields and automations that matter before touching anything. Enterprise orgs punish assumptions.
- Integrate cleanly
A dedicated integration user with scoped permissions connects Clay and the execution layer. Every write is logged and reversible.
- Respect the process
Changes ship through your sandbox and release process, with your RevOps or admin in the loop from day one.
- Report where leadership looks
Outbound pipeline shows up in the dashboards your leadership already uses, attributed and auditable.
What flows in, what flows out.
Scored accounts and verified contacts from Clay, activity from Smartlead and HeyReach.
Attributed pipeline in your existing reports and a clean audit trail for every automated action.
See it working on your pipeline.
Every engagement starts with a paid two week diagnosis of your stack, Salesforce included.
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