Clari (legacy product) vs. Groove (legacy product)

We use Clari as the primary way to manage our sales business, our opportunities, and our forecasting. Clari provides a very clean, digestible, and easy to manipulate format to view and manage all of the Salesforce information. The fact that Clari is able to provide an easily customizable set of columns and groups, coupled with the ability to write back to Salesforce is fantastic. Anyone in a mature sales organization will find Clari highly effective at helping manage their funnel of opportunities and their business.

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• Groove is excellent for the use case of improving sales representative and customer success representative productivity and data quality when used alongside Salesforce. It is a Salesforce focused tool. You should definitely consider Groove if you are a current Salesloft / Outreach user and you also use Salesforce.
• Groove would not be a good fit for an organization not using Salesforce.

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• Creates call summary and add them in created tags to help us to targeted monitoring.
• Help us create battlecards that agents can use on live calls.
• Help us create library and playbook of good and bad calls for training.
• Help us provide a call overview by team.

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• Groove lets us know real-time when a client has checked an email we sent them.
• Groove helps us streamline our day-to-day events, meetings, and tasks with the help of the Calendar Booking feature.
• Groove helps us save a lot of time on typing long letters when we explain our products to our customers with the help of their Templates feature.

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• Sometimes we'll update everything and it won't save so GTM teams have to do it again. Not sure if it's whenever we do platform updates.
• As a manager I'm not able to reorder my teams names in the rows. I have to ask our Admin to sort A-Z which is time wasted

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• The footprint of the person who lasts touches the information.
• The footprint of the person who edited the information.
• Date and time of the modification of the account owner.
• Date and time of the modification of the last person touching the account.

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I will renew my Clari Subscription for many reasons. 1. Streamlines Sales - Clari automates many manual tasks like note-taking and transcripts. This frees my sales team so they can focus on closing deals. 2. Increased customer retention - Clari helps me identify potential churn risks and take proactive measures. 3. AI-Driven Insights

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I actually don't have any complaint regarding groove. It's just that I will give 9 since I confidently believe that there'd be updates in the future which would be more optimal not just for us users but for the business as well. The only regret I have with groove is I was not able to use it before the current company that I'm employed

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Clari's UI does not resonate with new users. The backend query updating takes quite long time to update. Lots of fixes are needed without answers or solutions offered by the Clari team. If set up correctly with clear recommendations from the Clari team, all the previous issues may be resolved, however the usability is tied closely to set up.

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Groove has been an awesome platform to use for sales pipeline management. I really enjoy how it integrates with my Salesforce, Gmail, and Google Calendar. It makes my job easier by helping me keep track of the progress of each sales contact that I have. Leads are able to reply and notify us using Groove.

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becasue end of year or around end of Q due to background changes my total number dissapear and make it hard in that week to see forecast numbers accurate

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Our organization has not experienced any availability issues with Groove

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It always performs well and make sure i am good at what i need to do

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Everything is good

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Clari is very willing to jump in and build out use cases. They will work to do anything for you. That said, their follow up is not great. We have had to reach out for follow up several times on a project, which is still not complete. I wish they taught us how to complete what we want, rather than doing it in house for us

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My company has a team dedicated to supporting our implementation of operative tools and business systems such as Groove. For this reason, I feel that we have ample support for Groove, although I have not personally contacted Groove for any support issues.

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We had one session of in-person training conducted in our office.

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It was okay. But, just the once. I had to figure it out with help of others on my team.

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Clari has good training materials, videos, and documentation.

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Easy to use

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No more the better there is a plan and technical support the business needs and functionalities can be created for the company to use it like that

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At Nearpod, I have been impressed with the internal expertise and support around Groove as a key tool for the Sales and Customer Success business systems and operations.

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At the time of selection, Clari was a more mature product than Xactly Forecasting. We did not want to experience growing pains with Xactly. Pipeline Inspection from SFDC was just becoming available. We had already selected Clari before we learned about Pipeline Inspection.

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Groove is simple. Like their competitors, they give you the ability to create templated "Flows" (sequences) of calls, emails, and LinkedIn touches. Some of them can be automated, but it's also simple to personalize outreach. Ultimately, my decision to purchase Groove over some of the competitors was based on their Salesforce integration, as well as white-glove customer service.

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Due to system error in metrics in SFDC sometimes i need to manually add numbers to my forecast that do not show up in clari

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Our organization was able to quickly scale Groove from a pilot group of a few users to a department-wide solution

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I believe the services provided to our company were always good to help with installing and improving the product

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• I no longer spend hours reconciling spreadsheets or guessing which opportunities are real - Clari shows me exactly where to focus to drive results.
• I have consistently hit my quota the last 3 quarters thanks to Clari's precision and detailed insights.

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• Reduced several hours a week of logging time in Salesforce that either wouldn't get done or would have been done to the detriment of more value add activities.
• Saves hours per week by delivering actionable/useful info from Salesforce into Gmail
• Gives me valuable insight on what emails are being opened and read. This helps plan targeting.

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Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info