Turning Insights Into Action: How KlariVis Uses Salesloft To Prioritize Tasks

Today’s world runs on data. Whether it’s a sales tool you use at work, the health app on your phone, or your Netflix recommendations, we see the world through data and make decisions based on it.

But to harness the power of data, you need to have the right tools in your toolkit.

For the cloud-based banking analytics platform KlariVis, this could not ring truer. As a fintech company that helps financial institutions compile, analyze, and act on their data, KlariVis firmly believes in letting data inform the decision-making – and they practice what they preach by using Salesloft.

According to Eli Hattersley, Revenue Operations Analyst at KlariVis, the KlariVis team uses Salesloft to draw insights from their sales data and make informed decisions that lead to better results.

During our Saleslove on Tour event, Eli shared the three ways Salesloft empowers the KlariVis team through their sales data.

1. It delivers actionable insights

Most sales teams no doubt have a ton of data – whether it’s about their prospects, customers, or their own team. But when you’re drowning in data, it’s practically impossible to tell what the data is saying.

That’s where Salesloft’s analytics and reporting come in. By leveraging Salesloft to let their data speak, the KlariVis team can tap into relevant and valuable information so they can decide how to improve. “Salesloft has allowed us to turn insights into action,” Eli said.

One area where Salesloft’s data-driven insights have been especially helpful for KlariVis is their sales coaching. With reporting that drills down into the performance of account executives (AEs), as well as team performance, KlariVis’s sales team has been able to hone in on what is – and isn’t – working.

“We’re able to see how our sellers are performing across different territories, get a more holistic view of the company, and then use that to coach our reps and account executives to better manage their tasks,” Eli explained.

In this way, by drawing on insights like their team’s performance, the KlariVis team can tackle their weak spots with precision and improve their outcomes more quickly and efficiently.

2. It automatically prioritizes sales tasks

With the recent rise of AI, it’s easier than ever for sellers to gain more efficiency in their workday. For Salesloft users like the KlariVis team, that’s because Salesloft’s Conductor AI automatically analyzes and interprets millions of buyer and seller interactions, activities, and outcomes in the background.

For Eli and the team at KlariVis, Rhythm is the manifestation of AI at its best.

Using Rhythm, the KlariVis team is been able to prioritize their tasks without having to rely on manual (and unreliable) checklists or random reminders. Instead, with Rhythm reading into real-time buyer behavior, all the team has to do is hop into Salesloft to find out what tasks are most likely to progress deals.

Ultimately, with the help of Rhythm, the sales team at KlariVis can organize their daily workflows more easily. The best part is that, with the AI working behind the scenes, the team doesn’t have to worry about missing out on key moments with their buyers.

3. It acts as a cohesive revenue workspace

More often than not, a disjointed tech stack will be a detriment to sales teams that want to make the most of their data. That’s why a consolidated platform and robust integrations are a must for sellers.

For Eli, this was one of the biggest things on his mind when evaluating revenue orchestration platforms for KlariVis. It was for that reason that Salesloft stood out to him.

Rather than being just a cadencing tool, KlariVis uses Salesloft as an all-in-one platform that peels back the curtain on their revenue operations. As a result, Eli and the the KlariVis team have an easier time analyzing,  iterating, and optimizing their GTM strategy to drive revenue.