Vanta
How Vanta uses Clay to streamline RevOps and scale signal-based prospecting
How Anthropic uses Clay to 3x their
Watch video
How Anthropic uses Clay to 3x their enrichment coverage—with no manual work
What we did
75%
Enrichment coverage
75%
Enrichment coverage
230k
Enrichment coverage
01 Link
"Clay has changed how we handle RevOps. We're doing things we never thought possible, and our team can focus on what matters instead of data entry."
Company
Vanta, the leading trust management platform, faced a familiar challenge for high-growth B2B companies: their fragmented sales tech stack was causing inefficiencies across their rapidly scaling sales team.
Industry
Cybersecurity and Compliance Automation
headquarters
San Francisco
“We had both a data enrichment problem and a data orchestration problem,” explains Mark Lail, Director of Revenue Operations. “We sometimes had five different tools trying to enrich the same data point, each with their own field in our CRM. There was no good way of choosing the best result or putting it to work. This resulted in a lot of wasted effort.
”Vanta’s RevOps team enlisted Clay to help them overcome conflicting data across different enrichment tools, centralize data in one platform, streamline account research, and much more.
”Vanta’s RevOps team enlisted Clay to help them overcome conflicting data across different enrichment tools, centralize data in one platform, streamline account research, and much more.
“There’s a real focus on building great tech without unnecessary complexity. It’s all about making things simple and effective.”
Impact
- Unlimited users
- 15 integrations
- Scheduled automation
02 Link
Transforming potential into performance
“We had both a data enrichment problem and a data orchestration problem,” explains Mark Lail, Director of Revenue Operations. “We sometimes had five different tools trying to enrich the same data point, each with their own field in our CRM. There was no good way of choosing the best result or putting it to work. This resulted in a lot of wasted effort.
”Vanta’s RevOps team enlisted Clay to help them overcome conflicting data across different enrichment tools, centralize data in one platform, streamline account research, and much more.
”Vanta’s RevOps team enlisted Clay to help them overcome conflicting data across different enrichment tools, centralize data in one platform, streamline account research, and much more.
03 Subheading
Transforming potential into performance
“We had both a data enrichment problem and a data orchestration problem,” explains Mark Lail, Director of Revenue Operations. “We sometimes had five different tools trying to enrich the same data point, each with their own field in our CRM. There was no good way of choosing the best result or putting it to work. This resulted in a lot of wasted effort.
”Vanta’s RevOps team enlisted Clay to help them overcome conflicting data across different enrichment tools, centralize data in one platform, streamline account research, and much more.
”Vanta’s RevOps team enlisted Clay to help them overcome conflicting data across different enrichment tools, centralize data in one platform, streamline account research, and much more.
Read more
“With just me, a part-time CPA, and a prep, we could easily do 1,000 returns and not struggle.”
Braedon Porter
CPA & Co-founder at Jalada
“It did 90% of the heavy lifting. I got to the point where I wasn’t even reviewing W-2s.”
Greg Smith
Partner at Smith CPA
“It got so fast and efficient, my team started asking if we had enough returns coming in.”
Cory Gayman
CPA & Founder at JCG
“Filed let us focus on higher-value tasks. Once it’s fully implemented, I’d be very disappointed if we had to stop using it.”
Benjamin Schwarcz
Schwarcz CPA
“Filed got us out of data entry and into true review. We’re no longer spending time verifying every number—we're finally reviewing, not just typing.”
Conner Kelderman
Founder at Track
“Filed is helping us process thousands of returns this year—10 to 15 at a time—with a small team.”
Josh Knapp
Managing Partner at KBS Financial