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At Vanta, the difference between a good campaign and a great one often comes down to seconds—seconds to pull the right audience, seconds to spot an engagement pattern, seconds to pivot strategy. But before Clarice Robenalt, Senior Analytics Engineer and Data Architect, built their game-changing dashboard in Sigma, those seconds stretched into days.
This is the story of how one dashboard didn't just speed up Vanta's customer marketing—it fundamentally transformed how they compete.
"It's not just helpful—it's become essential to how we move fast and stay focused," Ayleen Beltran says about Clarice's creation.
Because of the transformation she drove—tripling campaign performance and making self-serve marketing a reality—Clarice has been recognized with Sigma’s Workbook Designer Award.
Before Clarice's intervention, Vanta's customer marketing team was fighting a losing battle against fragmentation. Campaign data lived across multiple systems. Audience lists required manual compilation. Engagement metrics meant chasing down reports from different teams. Every campaign started with hours of data gathering before any actual marketing could begin.
The process was painfully predictable: Marketing would request data from analytics. Days would pass. Spreadsheets would arrive, already slightly outdated. Manual updates would follow. By the time the team had what they needed, the moment had often passed.
While competitors moved quickly on customer signals, Vanta's team was still assembling spreadsheets. The gap between insight and action was killing their velocity.
For a company that prides itself on helping others move fast with automation, the irony wasn't lost. Their customer marketing team—responsible for driving adoption, expansion, and advocacy—was stuck in manual mode.
The cost wasn't just time. It was opportunity. While competitors moved quickly on customer signals, Vanta's team was still assembling spreadsheets. The gap between insight and action was killing their velocity.
When Clarice spotted the chaos, she saw opportunity. The team didn't need more analysts or faster report delivery. They needed to own their data destiny. Using Sigma, she designed something deceptively simple: a single dashboard that would become the nerve center of customer marketing operations.
But this wasn't just another dashboard. Clarice designed it specifically for non-technical users, understanding that true transformation only happens when everyone can participate. She brought together data from across systems—CRM, product usage, engagement metrics, campaign performance—into one unified view.
This wasn't just another dashboard. Clarice designed it specifically for non-technical users, understanding that true transformation only happens when everyone can participate.
The genius was in the details. Anyone on the team could:
No SQL required. No analyst tickets. No waiting.
The transformation was immediate and profound. What used to take days now took seconds. What required multiple teams now needed just one person. What was once reactive became proactive.
"We can do it all ourselves in seconds," the team reports. "It's saved us hours of manual work per campaign."
But the time savings were just the beginning. With instant access to unified data, the customer marketing team could finally work the way they'd always wanted to—strategically, experimentally, and confidently.
"We can do it all ourselves in seconds. It's saved us hours of manual work per campaign."
- Vanta Team
They could spot patterns as they emerged, not weeks later. They could test hypotheses in real-time. They could pivot campaigns based on actual performance, not gut feel. The dashboard didn't just accelerate their existing process—it unlocked entirely new ways of working.
The results spoke for themselves: campaigns powered by the dashboard delivered 3x better outcomes than their previous approaches. When customer marketing can move faster, Sales gets better leads. When campaigns perform better, Product gets clearer signals. When engagement is visible in real-time, Customer Success can intervene proactively.
In the hypercompetitive trust management space, Vanta’s ability to move fast isn’t just convenient—it’s existential. While competitors wait for reports, Vanta’s customer marketing team operates on daily signals. While others guess at customer segments, Vanta knows exactly who to target and when.
Clarice’s dashboard has become what the team calls “an edge”—a tool so central to their success it’s transformed into a competitive advantage. It’s the difference between reacting to customer needs and anticipating them, between following the market and leading it.
Vanta discovered something crucial: when you remove friction from data access, you don't just save time—you change the entire rhythm of how teams operate. Instead of planning campaigns around data availability, they plan around market opportunity. Instead of limiting experiments to what's measurable, they measure everything they want to try.
When you remove friction, teams don’t just work faster—they work differently. They experiment more, learn faster, and achieve results that once seemed impossible.
This is modern marketing operations: not a massive data team, complex architectures, or months of training—but talented people, the right platform, and leadership that values speed over process.
At Vanta, that combination hasn’t just improved efficiency—it’s redefined what customer marketing can achieve. They’ve evolved from chasing data to leveraging it, from waiting days for insights to getting them in seconds, from reactive campaigns to proactive market leadership.
The lesson is powerful: when you remove friction, teams don’t just work faster—they work differently. They experiment more, learn faster, and achieve results that once seemed impossible.
That’s the real power of Sigma at Vanta: not just faster access to data, but a fundamental transformation in how customer marketing operates, competes, and wins.
Read more about building dashboards in Sigma here. →
Vanta is the leading trust management platform that helps companies improve security, maintain compliance, and prove trust to customers and stakeholders. Used by over 7,000 companies, Vanta automates up to 90% of compliance work for standards like SOC 2, ISO 27001, HIPAA, and GDPR. By streamlining security and compliance, Vanta helps businesses of all sizes unlock growth, build customer trust, and scale with confidence.
