Likelihood to Recommend We used to manually process information which are available in
Salesforce to another system, right now we just click a button and these information is available in another system. This process eliminate human error and provide accurate information in our financial reporting. This process helps our accounting department provide efficiency and accuracy on providing data.
Read full review 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 . Read full review Pros It is positive that Conga integrates with and is operated within SFDC Conga allows users to tag any document with dynamic fields that map to SFDC and send it out for signature Conga allows us to consistently produce quotes with the correct SKUs, Terms, & conditions at scale Read full review 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. Read full review Cons It is challenging to go from solutions to templates and then to each account record to generate - is there a way to generate for all? the search for reports is unwieldy - can there be a "recents" to cut down on what reports we are searching through? or a way to view folders. i have tried saving time by having conga composer up on several records and you can't generate records. again, if there is a way to generate for all? Read full review 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. Read full review Likelihood to Renew Though I love how easily Conga Composer ties into Salesforce and its given analytics, it takes a lot of data entry to get up and running. I don't love that sometimes queries can take a long time to pull. I like keeping our marketing templates consistent via templates in the system. Pulling multiple objects into one report is fantastic too.
Read full review 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
Read full review Usability It's a fairly simple tool to integrate into your current business structure. When we've had issues, we were able to resolve them extremely quickly. The users click a button and it can bring in all the quote lines, and our credit application seamlessly into our tool. I'd definitely recommend it to other colleagues
Read full review 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.
Read full review Reliability and Availability Our organization has not experienced any availability issues with Groove
Read full review Performance This product appears to work well. It was not a fit for us this time, but we would consider in future
Read full review Everything is good
Read full review Support Rating It's been hit and miss depending on the issue. We use javascript to generate the urls which has confused many techs even though it generates a clean url - they are overwhelmed by the concept of code and can't understand that the url is all that matters.
Read full review 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.
Read full review In-Person Training It was okay. But, just the once. I had to figure it out with help of others on my team.
Read full review Online Training Easy to use
Read full review Implementation Rating It was painful internally to build out all of the templates, but the actual implementation of the product was okay.
Read full review 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.
Read full review Alternatives Considered I think
Nintex is the primary competitor for Conga Composer, but I have not personally used it. I was not present for the decision to purchase Conga but I would recommend it in future document automation vendor selection processes because I have seen how well it works! We are especially fond of complementary features in Conga Composer, including Conga Email Templates and Conga Global Merge.
Read full review I have used Dialpad. Dialpad is great, and Groove in my opinion does everything Dialpad does. Dialpad lacks the automation, which makes me feel that Groove is much better. I have not used any other CRMS besides these two, but I do believe Groove is light years ahead of Dialpad.
Read full review Scalability Our organization was able to quickly scale Groove from a pilot group of a few users to a department-wide solution
Read full review Return on Investment Without Conga Composer we wouldn't be able to auto generate documents in Salesforce, the extra customisation is needed. The ROI is obvious when it comes to having customised documents As long as the data is available in Salesforce, it's available in Conga, and so we have no issues with it's efficiency Read full review 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. Read full review ScreenShots Conga Composer Screenshots Groove, a Clari company Screenshots