How Artsy Empowers Its Sales Team With Timely Data Through Polytomic

Artsy is an online art marketplace that connects galleries with collectors around the world. Its mission is to make art more accessible, helping galleries reach a wider audience and giving people more ways to discover and buy art.

Supporting these relationships requires Artsy’s sales team to draw on information spread across the company’s systems. Salespeople need that data in the tools where they work, so they can understand accounts, prioritize outreach, and prepare for sales conversations.

As Sales Operations Lead, Allie Bohr is responsible for the systems and workflows Artsy’s sales team relies on. She uses Polytomic to bring data into the sales team’s workflows, make company knowledge easier to access, and build new workflows with less manual work.

“As Sales Operations Lead, it’s my responsibility to make sure that the sales team has the right information at the right time. With Polytomic, I feel much more confident that we can consistently give them what they need.”

How Artsy Supercharges Its Sales Team With Polytomic

Artsy’s sales team should be focused on building relationships, not hunting down the data they need to make decisions or prepare for conversations. Polytomic helps Allie support that work by keeping data current across the tools her team uses.

Managing Data Pipelines Independently With Polytomic’s No-Code Interface

Before adopting Polytomic, even syncing an additional field into Salesforce meant submitting a request to the data team, making a business case for prioritizing it over other tasks, and waiting for a spot in an upcoming sprint. That delay could make valuable information arrive too late, leading to missed opportunities.

Polytomic’s no-code interface removes these roadblocks. Instead of working around pipelines owned by another team, the sales operations team can manage its own data movement and make changes as business needs evolve.

For example, a salesperson might spot useful information in a business report that would help them tailor their outreach. Allie can easily update a Polytomic sync to bring that information into Salesforce, helping the team build contact lists and support email outreach workflows through Gong. The request can be handled independently, helping the sales team act sooner without asking the data team to interrupt its other projects.

Allie’s control also extends to when data reaches the sales team. If the source data isn’t ready when a scheduled sync runs, Allie can manually rerun the sync once it’s available instead of waiting until the next day. This helps avoid delays that previously stretched to 48 hours.

“It’s been a night-and-day change for my team. There’s a huge sense of freedom in knowing that we can manage our data pipelines independently with Polytomic instead of relying on the data team for every adjustment.”

Building Complex Data Workflows Faster With Polytomic’s MCP Server

An important part of managing data movement is translating complicated business requirements into data syncs. The fields, filters, and destinations all need to reflect what the business actually needs. Polytomic’s MCP server lets Allie use Claude to build Polytomic syncs, helping her reduce setup work and catch errors for complex data workflows.

This came into play when Allie needed to rebuild a set of outdated reporting workflows. Artsy’s finance team relied on a connector to pull updated data from Salesforce into their reports. When that connector stopped working, the finance team could no longer keep those spreadsheets up to date. Allie needed to restore the data flows for all 19 Salesforce reports.

She supplied Claude with screenshots of the report filters, a destination spreadsheet, and plain-language instructions describing the desired results. Through Polytomic’s MCP server, Claude identified which reports could use existing data models, which required additional fields, and which needed separate models. It then built the models and configured the Polytomic syncs. At Allie’s request, the syncs remained disabled until she had reviewed and approved them.

The process also surfaced an error in the existing reporting logic: One report was labeled as covering the previous three months, but its filters actually covered the prior four months. Claude flagged the discrepancy, allowing Allie to address the issue.

Allie was able to create all 19 report syncs in approximately the time it would have taken her to build three manually.

“What I love about Polytomic’s MCP server is how much help I can get without giving up control. I can build complex data workflows so much faster, and it feels like I have another set of eyes double-checking my work.”

Making Operational Knowledge Accessible With Polytomic Harbors

Whenever someone on the sales team needed help with an issue involving sales data systems, Allie was the go-to person. Even with current information available through Polytomic, they could still run into issues that required understanding several interconnected systems. Simply having access to records did not always explain what was wrong or how to fix it.

Allie had that broader context. Her knowledge of Artsy’s systems and how information moves between them made her a natural resource for the team. Rather than investigate across multiple applications themselves, salespeople would come to her for an explanation and next steps.

To handle these recurring requests, Allie turned to Polytomic Harbors. A Harbor is a governed data environment for AI agents. It allows Allie to create a ringfenced environment containing a curated set of data and associated context. Each Harbor comes with a unique MCP server that can be used with Claude, ChatGPT, or other agents, with the guarantee that connecting agents can only query the curated data and context that is in the Harbor. This lets the AI agent consult the information and context in the Harbor to answer questions in plain language.

For example, salespeople were confused about why certain opportunities could not be marked “closed-won” in Salesforce. Allie created a Harbor containing subscription data from Salesforce and Artsy’s internal system, along with explanations of how the systems communicate with each other and best practices for how they should work. She also included guidance to keep responses focused on what salespeople need: a simple explanation of the issue and actionable next steps, rather than technical details about the underlying fields.

Now, questions like these can be asked directly in Claude. Claude uses the data and context in the connected Harbor to identify the issue and find a solution. Allie estimates that its responses are 99% accurate at identifying issues and explaining how to fix them.

Allie has set access to this Harbor as read-only, and only made it available to a limited set of users. Through this Harbor, Claude can only access the data that Allie has chosen to include. Any data that is not in the Harbor (such as personally identifiable information and sensitive records) remains inaccessible.

“Polytomic Harbor makes it easy for our team to get straightforward answers to their complicated questions directly through Claude. And I have the added peace of mind knowing that AI agents can only access the information we’ve chosen to include in the Harbor.”

Support That Helps Artsy Keep Moving

Taking ownership of Artsy’s sales data pipelines gives Allie more freedom to support the sales team. It also means she needs to resolve data workflow issues when they arise. From onboarding to ongoing troubleshooting, she has found a reliable partner in the Polytomic team.

Allie described onboarding as “incredibly easy” and has had no issues introducing colleagues to the platform. Clear documentation helps her answer most questions independently. When she needs additional guidance, she can always count on a timely response from the Polytomic team through a shared Slack channel. That support makes troubleshooting easier, as the team always investigates her issues and provides an explanation.

“I feel comfortable managing our pipelines because support is always within reach. Whether I have a quick question or a bigger issue, I know that the Polytomic team has my back.”

A Foundation for Artsy’s Evolving Needs

As Artsy evolves, Allie expects connecting information across systems to become even more important. Polytomic’s role is beginning to expand beyond the sales team, as data synced through Polytomic is starting to become more integral to Artsy’s finance and customer support workflows.

By making data movement manageable, simplifying workflow creation, and providing governed access to company knowledge, Polytomic gives Artsy a data foundation it can keep building on.

“As Artsy grows, I’m sure we’ll keep finding new ways to use Polytomic. The more we’ve done with Polytomic, the more I’ve come to trust it as a foundation for our next steps.”