Case Study: WealthEngine achieves 60% higher sales productivity with Clari

WealthEngine Increases Sales Productivity by 60% with 100% Team Adoption

WealthEngine needed a sales engagement platform that would work reliably with Salesforce after facing major adoption issues, logging errors, and data sync problems with SalesLoft, especially as the team shifted to remote work. The company turned to Clari’s Groove product to improve activity capture, support renewal management, and give BDR, AE, and renewal teams a tool that was easier to adopt and administer.

Clari implemented Groove’s native Salesforce integration to automate logging, fix sync issues, and improve visibility across systems. The result was 100% team adoption and a 60% boost in sales productivity, along with dramatic reductions in logging errors and a 60% improvement in renewal management efficiency.

WealthEngine

Khris Fenton

Vice President of Revenue Operations