Sales ops · Production

Black Swan Data achieves single source of truth and saves 20+ hours per week with Clari and Groove

The problem

Black Swan Data lacked a standardized forecasting process, had poor Salesforce data hygiene, and sales managers spent excessive time manually chasing pipeline updates.

First attempt

Black Swan Data's previous sales engagement platform was overpriced, had too many unused licenses, was siloed, and did not log activity reliably, causing data duplication and integrity issues.

Workflow diagram · grounded in source
1
AI insights from ingested data
Ai action
The platform automatically generates insights from ingested data through technology and AI.
▾ source quote
“automatically — through technology and AI — generates insights from ingested data”
2
Groove auto-logs activity
Integration
Everything customer-facing gets logged automatically through Groove.
▾ source quote
“everything's getting logged automatically — something their previous platform did not do well”
3
CRM score assesses AE activity
Ai action
The CRM score makes it easy to see how on top of things account executives are.
▾ source quote
“the CRM score makes it "super easy" to see how "on top of things" AEs are”
4
Reporting and dashboarding
Output
Data is reported on and dashboarded through Clari.
▾ source quote
“It's getting reported on and dashboarded through Clari”
Reported outcome

Clari and Groove established a single source of truth in Salesforce, with Greg saving 2-3 hours per week and the broader team saving 20+ hours per week by moving from manual to automated processes.

Reported metrics
Individual time saved per week (Greg)2-3 hours per week
Team time saved per week20+ hours per week
Manual cleaning time removedhours upon hours of manual cleaning
Salesforce data qualityway way better
Reported stack
ClariGrooveSalesforce
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Source
https://www.clari.com/resources/customer-stories/black-swan-data/
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Frequently asked questions

What did this team achieve with this AI workflow?

Clari and Groove established a single source of truth in Salesforce, with Greg saving 2-3 hours per week and the broader team saving 20+ hours per week by moving from manual to automated processes.

What tools did this team use?

Clari, Groove, Salesforce.

What results were reported?

Individual time saved per week (Greg): 2-3 hours per week; Team time saved per week: 20+ hours per week; Manual cleaning time removed: hours upon hours of manual cleaning; Salesforce data quality: way way better (source-reported, not independently verified).

What failed first in this deployment?

Black Swan Data's previous sales engagement platform was overpriced, had too many unused licenses, was siloed, and did not log activity reliably, causing data duplication and integrity issues.

How is this sales ops AI workflow structured?

AI insights from ingested data → Groove auto-logs activity → CRM score assesses AE activity → Reporting and dashboarding.

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