Case Study: WealthEngine achieves 60% higher sales productivity and 50% more activity tracking with Groove, a Clari Company

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

WealthEngine, the industry’s premier wealth intelligence SaaS provider, was struggling with low adoption of its sales engagement tool, poor activity tracking, and unreliable Salesforce integration—problems that worsened when teams moved to remote work. After finding SalesLoft couldn’t reliably log emails, calendar events, or sync contacts with Salesforce, WealthEngine selected Groove, a Clari Company, for its Salesforce‑native sales engagement platform and ease of use.

Groove, a Clari Company, implemented a rapid, under‑one‑month rollout that delivered native Salesforce integration, background sync, automation, custom objects, and multi‑step Flows. The results: 100% adoption across AE, SDR, and Renewal teams, a 60% efficiency gain in renewals, a 50% increase in activities tracked, elimination of data‑sync errors, and significantly improved sales productivity and reporting.

WealthEngine

Khris Fenton

Vice President of Revenue Operations