Customer.io vs. Groove (legacy product)

Talking from the perspective of a marketer at a SaaS with average. 50K email subscribers, Customer IO has been an excellent tool for us. Our requirements include sending users newsletters, marketing emails, and transactional emails, running lead-nurturing campaigns, and more. For a comprehensive use case like ours, CustomerIO is great. While it also has a learning curve, when you have such requirements, it’s worth it. I don’t think CustomerIO is the best fit if you have basic requirements like only weekly newsletter emails.

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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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• Managing users, attributes and events. You are easily able to modify any user, based on their ID, and add or remove attributes, assign events to them. That makes it very easy to segment later and to assign them to several campaigns based on behavior. Just a warning: this integration isn't so easy (at least it wasn't for us).
• Creating workflows of campaigns is very easy. You can quickly create behavioral campaigns based on attributes, segments and add elements to the workflow. You can send an email, then wait, then send another, then exit the campaign if they converted, etc. The workflow is easy to configure and very powerful for automation.
• We don't use many email templates (we make them in MJML) but it's very easy to add senders, to change templates and in general to test designs.
• Deliverability works very well, at least for us. It sends emails pretty fast and without issues.
• Exporting is very quick and easy. Importing wasn't a feature until recently, but it works well too.
• Seeing activity it's also useful. In general, logs are awesome (be it of a customer, of activity on the site, email sends, etc.).
• We don't use environments, but it might be very useful for a bigger company.

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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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• Price is quite expensive for Premium or once you get into high volumes of contacts.
• Depending on how you'll use it, it may require some help from developers to set up.
• Despite the support being great, you have to email them, there's not chat feature.

• 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 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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Super intuitive and easy interface to start off with. There are not a lot of guides and the documentation is helpful but not super extensive, but even if you're a little technical, you can easily figure most of the things out by yourself. Everything is super easy to start with and the platform does not overwhelm you with a lot of options, or data.

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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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Our organization has not experienced any availability issues with Groove

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Everything is good

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My experience with their support team has always been great. Very quick to respond, have an online chat, and are very helpful. They helped me resolve any issues I've had every time in a professional and knowledgeable manner. We've now switched to another tool, and I can't even compare the service level we get there to customer.io

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

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Easy to use

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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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Customer.io was really the first pure, full-featured drip email program on the market and as far as I know, it's still the simplest and best overall for that specific function. SendGrid has also added drip campaign features, but I would seriously evaluate Customer.io against any other drip email provider because they really have all the key elements you need to make it work.

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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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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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• Positive impact on the sales side. I'm not sure about the specific ROI (you have to include the designer and the time it takes to set up) but you certainly get back the investment in a few months, once you are able to scale your email marketing.
• Customer experience is way better by having more segmented, contextual and accurate messages sent to them.
• Integration is costly and it will take several days or weeks to be fully achieved. Expect to invest some money on this.

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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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