Case Study: Fortune 50 Bank achieves 20% higher productivity and 90% adoption with Clari

Fortune 50 Bank Boosts Productivity by 20% and Achieves 90% Adoption with Groove

Fortune 50 Bank was struggling with low Salesforce adoption and time-consuming manual logging across its field service teams. It needed a secure, flexible sales engagement platform that could fit multiple workflows, and it chose Clari’s Groove solution to help reps work more efficiently in their existing tools.

Clari implemented Groove’s Salesforce-native platform with Google integration, bringing Salesforce data into Gmail and allowing reps to view, edit, and add records from the inbox. The rollout drove 90%+ adoption among field service reps and increased productivity by 20%, while also improving transparency and helping teams organize and prioritize their work more effectively.