CUSTOMERS

Persona achieves A-rated CRM data quality with Glyphic

A CONVERSATION WITH
Jack LaMar
Sales Manager at Persona
About
Persona is an identity verification and fraud prevention platform.
Industry
Identity verification / Fraud prevention
Company Size
~150–200 employees
Headquarters
San Francisco, CA
Funding
Identity verification / Fraud prevention
Founding Year
2018
CHALLENGE
Inconsistent CRM data made it impossible to understand deals

Persona’s sales team relied on Salesforce to scale—but critical deal context lived inside sales calls, not the CRM. Incomplete data made it difficult to understand who buyers were, why deals progressed, and what actually influenced wins and losses.

SOLUTION
Turning sales conversations into structured CRM data with Glyphic

Persona replaced Gong with Glyphic to automatically turn sales conversations into structured, Salesforce-ready data—without adding manual work for reps.

RESULTS
From D-rated data to decision-grade insights
  • CRM data quality improved from D/C to B+/A
  • 10× faster AE ↔ SDR handoffs
  • No manual note-taking or CRM updates after calls
  • Clear visibility into use cases, competitors, and deal outcomes

“We’ve seen drastically reduced time on manual data entry, much higher data quality, and time savings extending beyond just the sales team.”

IMPACT BEYOND SALES
One source of truth across the GTM organization

Instead of asking reps to manually update Salesforce, Persona configured Glyphic to automatically extract the data that mattered most to their sales process.

Glyphic was tailored to Persona’s internal taxonomy, capturing use case categories, competitor mentions, and win/loss signals directly from sales conversations. Competitors were tracked with nuance—distinguishing between those casually mentioned and those actively evaluated during the buying process.

Persona also integrated their MEDIC qualification framework directly into Glyphic. Key qualification fields are now populated automatically based on call content, ensuring consistent deal qualification across the pipeline without relying on rep discipline.

All of this context is surfaced in Glyphic’s deal-centric view, allowing sales, product, and leadership teams to instantly access relevant quotes, insights, and deal history—without rewatching calls.

Compared to their previous tool, Glyphic processed conversations dramatically faster and synced data directly into Salesforce, removing manual updates entirely. Persona also enabled Spanish-language support for their Mexico City team, ensuring insights were captured accurately across regions.

Because Glyphic structured conversation data directly in Salesforce, multiple teams benefited:

  • Product tracked feature requests and customer feedback
  • Marketing accessed real-world use cases and objections
  • Finance gained clearer pipeline visibility
  • Customer Success received cleaner handoffs between teams

“They don’t have to go find someone, Slack them, or ask what’s happening—it’s all just there.”

SUMMARY

By replacing Gong with Glyphic, Persona transformed sales conversations into structured, reliable CRM data—unlocking faster deal execution, higher-quality insights, and data-driven decision-making across the business.