Alex C.

What other pieces of the inbound/outbound process puzzle do you plan to have migrated? The tech stack above sounds like you plan to rely on website traffic and email, but if you plan to have SDRs, paid ads, etc., you'll probably need a couple more tools like a sales engagement platform.

A client replaced the prospecting motion for SDRs, basically automatic loading of prospects into Outreach. They relied on SDRs for much of the calling, and no emails, but you can always use it for personalized emails - i.e. based on LinkedIn profile. I don’t see Clay fully replacing the entire function of any of those roles, but definitely can be used to improve productivity and reduce headcount

implemented Dealhub, it’s definitely more user-friendly than Salesforce CPQ from both the user and the admin’s perspective. SF CPQ has a steep learning curve for admins and also not the best UI

Hey Sunny S. just because you mentioned scalability and third-party integrations, I would recommend HubSpot. They've been in the space much much longer than Attio, so you'll be able to find a lot of resources to help you build out the system and processes. I've tried out Attio, it's a good tool for small businesses, but so are Pipedrive, Zoho, and Monday.com. When it comes to scale, HubSpot will be a better option.