Case Study: Fortune 50 bank lifts productivity 20% and hits 90% adoption with Clari's Groove

Key results

The challenge

A Fortune 50 bank's commercial card sales team spent as much as a full day each week manually logging prospecting activity, and worked against a two-hour data sync delay. The bank needed a sales engagement platform that could clear its strict security requirements.

The solution

The bank rolled out Groove, a Salesforce-native platform, which passed more than 80 security requirements and replaced the two-hour sync delay with real-time activity capture for field sales reps.

The results, in context

The bank increased productivity by 20% and reached 90% adoption among its field sales reps. Reps recovered up to a full day per week previously spent on manual logging, and Groove cleared 80-plus security requirements.

Products used