Question 1

What is the main difference between Klipy AI and Salesforce Sales Cloud?

Accepted Answer

Salesforce Sales Cloud is a strong enterprise CRM and customer data platform, and for many organizations it’s exactly what they need. But as deals get bigger and more complex, most teams start to feel a gap between what Salesforce shows on screen and what’s actually happening across inboxes, meetings, and side-channel chats.

Most teams don’t (more like can't) replace Salesforce. They keep it as the backbone CRM/CDP and add Klipy as a light execution layer over the top.

Klipy doesn’t compete with Salesforce; it makes your complex Salesforce environment feel simple to reps - while quietly improving data quality, coverage, and forecast accuracy.

If you are looking for a lightweight CRM to start with, Klipy comes with a built-in sales CRM that self updates, so you can start without adding any extra operations.

Question 2

Who should choose Salesforce Sales Cloud?

Accepted Answer

You can add Klipy on top of Salesforce Sales Cloud when:

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Question 3

Who is Klipy designed for?

Accepted Answer

Klipy is designed for revenue teams and leaders running complex, high-stakes sales motions—where success depends on coordinating many people, channels, and steps across long cycles.

We work best with B2B organizations that sell into multiple stakeholders and rely on strong execution: founders and CROs, sales and account leaders, AEs and AMs, sales ops and RevOps, as well as customer success teams who manage renewals and expansions.

These teams choose Klipy not because they need another inbox tool or system of record, but because they need an execution layer that turns every interaction into structured follow-up, real account coverage, and more reliable forecasts.

Question 4

How does Klipy help reps and teams execute better?

Accepted Answer

Klipy sits on top of your existing sales stack and quietly turns messy, multichannel interactions into clear next steps and shared account truth.

Under the hood, more than 40 specialized AI agents encode industry-tested SOPs from global enterprise sales teams across qualification, sales operations, and sales management. Each agent focuses on a specific step in complex deal execution.

In practice, this means Klipy:
• Auto-captures emails, meetings, and messages into unified account timelines.
• Detects and tracks commitments, risks, and gaps in stakeholder coverage.
• Surfaces prioritized accounts and opportunities to work each day.
• Drafts high-quality follow-ups based on the actual history of the deal.

Reps don't have to remember every promise or manually stitch together context. Klipy ensures the right work happens, on the right accounts, at the right time.

Question 5

How is Klipy different from a CRM, an email assistant, or an all-in-one platform?

Accepted Answer

Klipy serves a different job than CRMs, email assistants, and generic all-in-one tools.

• CRMs (like Salesforce or HubSpot) are systems of record. They store pipeline and account data, but depend on manual updates to stay accurate.
• Email and inbox assistants help individuals process email faster, but leave true account context and execution spread across tools.
• All-in-one sales platforms try to replace everything, often becoming heavy, complex, and underused.

Klipy is a focused execution layer. It doesn't aim to be your CRM, inbox, or note-taking app. Instead, it sits on top of them, applying 40+ specialized AI agents to your existing signals so that deals actually move forward.

Rather than giving you another place to type notes or update fields, Klipy:
• Works across email, calendar, messaging, and CRM to build a living account picture.
• Encodes proven enterprise sales SOPs directly into how work is prioritized.
• Minimizes gaps and blind spots that traditional tools can't see.

The result: your current stack becomes more valuable, and your team executes with far less friction.

Question 6

How much setup is required to use Klipy?

Accepted Answer

Klipy is designed to plug into your existing stack with minimal setup and immediate value.

Getting started typically takes just a few minutes:
1. Create your Klipy account.
2. Connect your core tools (such as email, calendar, and CRM) via secure, read-only integrations.

From there, Klipy automatically begins stitching together emails, meetings, and messages into unified account timelines and surfacing prioritized work. There is no complex configuration, data migration, or long training cycle required.

You can start with a small group of users or a few strategic accounts to see impact quickly before rolling out more broadly.

Question 7

Is my data safe with Klipy?

Accepted Answer

Yes. Data privacy and security are foundational to how Klipy is built. We are architected to provide enterprise-grade protection for every customer.

Your data is processed in a secure, isolated cloud environment and protected with strong encryption in transit and at rest. We are aligned to modern compliance standards, adhere to GDPR principles, and are pursuing certifications such as SOC 2 and ISO 27001 to formally validate our security posture.

Klipy is designed to work safely with the tools and data that already power your revenue engine, without compromising confidentiality or compliance.

Question 8

Does Klipy train its AI models on my company data?

Accepted Answer

No. Your company's data is never used to train any third-party or internal foundation models. This is a strict, non-negotiable policy.

Klipy's 40+ AI agents operate on your data in a secure, single-tenant context for the sole purpose of supporting your team's execution. Your communications, account details, and deal history are not pooled, shared, or used to improve models for anyone else.

In addition, no human at Klipy can access the content of your private communications. Our business model is to sell software that makes your existing stack more effective—not to monetize or reuse your data in any way.


Primary Job	Core enterprise CRM and CDP for accounts, opportunities, and workflows	Execution layer turning multichannel interactions into disciplined action
Where It Lives	Central system of record in your revenue stack	Sits across email, calendar, messaging, meetings, Salesforce, and tools
What Reps See	Objects, fields, custom layouts, and activity logs	Unified timelines, prioritized accounts, risks, and next steps
Main Outcomes	Organization, governance, and enterprise reporting	Higher win rates, real coverage, and forecast confidence


Data capture	Activities, fields, and notes logged when reps fight through complex screens	Every email, meeting, and message auto-stitched into shared timelines and synced into Salesforce
Day-to-day for reps	Navigate objects, layouts, and tasks to decide what to do next	Wake up to prioritized accounts, risks, and ready-to-send follow-ups
Account & stakeholder view	Fragmented across opportunities, contacts, partners, and personal inboxes	One continuous, cross-channel timeline and stakeholder map per account and deal
Forecast & reviews	Stages, amounts, and close dates shaped by complex rules and manual updates	Behavior-based signals that support or challenge the forecast directly in Salesforce

Salesforce vs. Klipy: Do You Need a New CRM or a New Execution Layer?

Teams running complex B2B cycles with Klipy typically see

What Salesforce Is Great At - And Where It Hits a Ceiling

When Salesforce Sales Cloud alone is enough for the Basics

Where teams start to struggle with Just Salesforce Sales Cloud alone

How Klipy Complements Salesforce as an Execution Layer

KPI gains from Stacking Salesforce Sales Cloud + Klipy

How Klipy makes this work with Salesforce Sales Cloud and more

Klipy's Core Job on top of Salesforce Sales Cloud

What This Looks Like in Practice

Forecast Review

Strategic Renewal or Expansion

New Rep Taking Over an Account

Do You Need a New Tool - or a New Execution Layer?

Keep Salesforce Sales Cloud as your core tool if…

Add Klipy on top of Salesforce Sales Cloud if…

You don’t need to rip out Salesforce. You need an execution layer that sits on top of it.