CRM Enrichment
Showcase your proficiency in transforming incomplete customer records into comprehensive, actionable profiles. Demonstrate your ability to import CRM data into Clay, enrich records with contact and company intelligence, clean and standardize the data, then bidirectionally sync back to your CRM with automated updates.
This rubric is designed to evaluate Clay table submissions for the CRM Enrichment certification. It provides a structured framework for assessing the quality, effectiveness, and implementation of best practices in Clay tables used for CRM Enrichment workflows.
Use it as a guide for the workbook you’re submitting!
How to earn a certification
Build a Clay table
To earn a certification, you must submit a Clay table you’ve built that fits any of the certification categories.
80%
Passing score for each certification is ~80%, in addition to having met the critical factors for each certification.
1 week (often less)
Clay will take up to 1 week (often less) to evaluate your table according to the corresponding rubric and criteria for that certification, and will update you on the status of your certification.
Your path to Certification starts with the course
CRM Enrichment
Build data hygiene processes for your CRM at scale, and keep it automatically up-to-date.