Rick Hasselman recently boarded “a moving train,” describing his arrival at a newly merged SalesLoft and Clari business as both complex and energizing. Just a month and a half into the role, he is already immersed in integrating a $300 million-plus revenue company, he tells us.
That early moment captures a defining pattern across Hasselman’s career: a willingness to enter dynamic environments and impose structure where complexity dominates. At SalesLoft, that means unifying systems, aligning data, and translating operational activity into actionable insight. The merged platform combines sales engagement, forecasting, and conversational intelligence—capabilities that, when integrated, allow teams to “become smarter and smarter on what the next best activity is,” he tells us.
Read MoreBut for Hasselman, integration is not just a technical exercise—it is a strategic opportunity. As he explains, bringing together two organizations creates a chance to rethink workflows entirely. Processes that once took “three or four days” can be redesigned to take one, he tells us. This mindset reflects a broader approach: finance as an enabler of operational clarity and efficiency, rather than a function limited to reporting results.
At the center of this effort is data. Hasselman emphasizes that combining systems—from ERP to CRM—requires precision, but also unlocks new possibilities. By connecting internal data with external AI capabilities, the platform can extend its value beyond its own boundaries, he tells us.
For Hasselman, the challenge is clear: unify, simplify, and position the business to act faster—turning complexity into a competitive advantage.
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CFOTL: So tell us about SalesLoft today. I know this is a huge, huge merger. This is a really important chapter. You’re stepping aboard a moving train, perhaps. What would you tell us about this company, where it’s at?
Hasselman: Yeah, it is a moving train, but it’s exciting. It’s a $300 million-plus revenue business—the combination of Clari and SalesLoft. Clari is a leader in revenue intelligence forecasting, and SalesLoft has historically been a leader in sales engagement—how reps and sales leaders get their jobs done every day and move deals forward. Clari focuses on forecasting, pipeline creation, and tracking.
Together, these businesses are highly complementary. We’re integrating sales engagement, forecasting, and conversational intelligence into a single platform. We’re also introducing AI agents and the ability to plug into MCP servers, so all the data—transactions, rep activities, pipeline conversion rates—can be used to guide the next best action. The platform will not only suggest that action but execute it and report back on results. That allows sellers to spend more time building customer relationships and delivering value. There’s a lot to integrate, but it’s a unique challenge and a large market opportunity, and that’s what I’m focused on about a month and a half in.
CFOTL: Could you just maybe let us know what the initial milestones are that you’re looking to close in on this year, this 2026? Where will we be this time next year?
Hasselman: That’s a great question. Our plans say we’ll be fully through integration in a couple of years, but this year is about making significant progress. There are hundreds of systems and data streams to integrate—ERP, CRM, pricing models—and aligning all of that is critical. At the same time, we’re enabling new capabilities, like plugging into third-party AI tools (such as OpenAI, Copilot, or Gemini) and making sure those integrations drive real outcomes for customers. We’re also rethinking workflows—taking processes that may have taken several days in each legacy company and reducing them to one streamlined process. We’ve already introduced some integrated capabilities, like combining SalesLoft engagement with Clari forecasting data into a single view. Ultimately, this year is about unifying the platform internally and externally while introducing innovations that increase value for customers.
CFOTL: Unifying the platform. As far as ERP concern, have you already made that determination which platforms going forward?
Hasselman: Yes, we have. We’re fortunate that both companies used NetSuite, which works well for where we are today and where we’re headed. We’ve nearly completed that integration, although we’re still running some parallel processes to ensure accuracy, with a bit of manual consolidation at the end. We expect to move to a single instance shortly. Other systems are also being unified—for example, our Slack instances are now combined. The transaction closed not long ago, so a lot has happened in a short period. Much of the heavy lifting was done before I arrived, and now we’re focused on executing the integration plans.
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