As a salesperson, knowing a customer or prospect changed jobs is critical: every account becomes a liability or a new opportunity. With Clay getting this data is trivial, but Linkedin generates many false positives.
Before Clay, you had a few options:
All of these choices were suboptimal. You'd either miss a lot of key changes, or get overwhelmed with notifications. Both paths led to the same problem: losing situational awareness.
I delivered a talk in 2015 on how to do this manually, so I was thrilled to discover its possible to quickly implement in Clay. I've built job change trackers for multiple clients, with Slack notifications. By building this in Clay, I was able to calculate the job change recency and look for false positives (advisor roles, promotions) and surface this to the sales reps so they don't send congratulations to the wrong person.
This is a great use case for Clay. Happy to chat.
The Relationship Engineer
