Managed OutboundSalesforce: Enterprise CRM operated by your managed outbound pod.
We operate inside your Salesforce org as the system of record for accounts, contacts, opportunities, and pipeline reporting. Our GTM engineers handle object model, automation, and reporting hygiene so AEs work clean pipeline, not data cleanup.
How our pod runs Salesforce.
- Stand up or audit Lead, Contact, Account, and Opportunity object models
- Build SDR-to-AE handoff flows with required fields and validation rules
- Wire outbound sequencer activity (Outreach, Salesloft) back to the timeline
- Build pipeline, conversion, and source-of-meeting dashboards for the GTM lead
- Enforce data hygiene with duplicate rules, enrichment triggers, and ownership routing
Where Salesforce earns its place in the stack.
SDR-to-AE meeting handoff
Every meeting booked by our SDRs creates an Opportunity in the right stage with the source, sequence, and ICP fit captured automatically.
Outbound source attribution
We tag every Lead and Opportunity with outbound channel, sequence, persona, and trigger so the GTM lead can see what is actually working.
Pipeline coverage reporting
Weekly dashboards track meetings booked, SQLs, opps created, and weighted pipeline against the coverage target your CFO actually cares about.
Real Salesforce plays we ship.
Meeting-booked to Opportunity
- 01SDR books a meeting in Outreach or Salesloft
- 02Activity syncs to the Contact and Account in Salesforce
- 03Flow creates an Opportunity in 'Discovery scheduled' with source = managed-outbound
- 04Round-robin assigns the AE based on territory and capacity
- 05Slack alert fires to the AE with the meeting brief from our SDR
Closed-lost recycle
- 01Opportunity moves to Closed-lost with a reason captured
- 02Contact is tagged with a 90-day cool-down and recycle reason
- 03After 90 days, Clay re-enriches with new job, funding, or hiring signals
- 04Qualifying signal pushes the contact into a tailored re-engagement sequence
B2B SaaS at $10M+ ARR with a defined sales process, multiple AE territories, and a RevOps function (or the need for one).
Frequently asked questions
Explore the rest of the stack.
Want to see Salesforce run inside your stack?
90-day pilot, month-to-month after. No long contracts.