Case Study: Rootly scales outbound sales with Clay

How Rootly used Clay to scale outbound sales with leaner, smarter workflows

Rootly, an incident management platform, faced the challenge of scaling its outbound sales efficiently. The traditional model of building a large team of business development representatives (BDRs) was costly and inefficient, resulting in manual research, poor targeting, and a fragmented tech stack that used multiple vendors. They needed a leaner, smarter approach to identify and engage high-value prospects.

By implementing Clay, Rootly automated its entire outbound workflow. The solution involved using Clay's data enrichment and AI agent, Claygent, to automate lead research, scoring, and personalized outreach. This allowed Rootly to send over 50 highly targeted emails daily, act on real-time sales signals, and consolidate its tech stack. The results included significant cost savings, a 10x improvement in team performance, and much higher engagement rates from prospects.

Rootly

JJ Tang

Co-Founder and CEO