Groove by OptimizeCX vs. Streak

Groove is great for people who are wanting to provide accountability and organization for teams across your business. It is suited well for an organization that has many email requests coming in every day, because you can assign tickets to specific team members. It would not be suited for an organization that utilizes more phone support, than email support

If you receive a notification that a prospect just read your email and you don't receive a response, you're then aware they've received it and your pitch or product is on their mind -- making a call later that day all the more effective.

Incentivized

• Creates Tickets when someone emails in or you can create a ticket within the groove system.
• They have great reports on response times and the average amount of time it took for a ticket to close. You can even see individuals average response times as well as specific teams.
• We use their Knowledge Base which is a great tool for creating FAQ and sending people to that.

Incentivized

• The e-mail tracking feature is easy to use and very handy.
• The snippets feature are very good, have shortcuts to use and save a lot of time.
• Having a CRM platform inside your Gmail/Gsuite account is great for improving the use in a day to day basis.

Incentivized

• Better Follow-up by customer success team
• More customization within their major features to fit both, large and small sales teams, alike
• Their site goes down fairly often

Incentivized

• Streak should work better with Microsoft. Often you need to run your excel files through Sheets in order for them to be compatible.
• Having a Dashboard rather than being a tab in your email might add to its usability.
• Automated progression through the stages

Incentivized

It's well organized, but slow.

I'm giving them a 3 for the really great support they gave for general questions. They also have a good knowledge base. I'm giving them only a 3 though because of my last customer service when I need a billing resolution. I was very disappointed in how they handled that. I also find it very bad practice to send out ONE email notice that they were raising my rate three times as much at the end of the month. When I was with Desk.com, I had numerous emails over months letting me know their billing plans were changing. Even worse than refusing to refund me the difference was that they just stopped responding to me.

They do a great job of explaining the product beforehand so support interaction is not needed as much.

We also use Trello for project management. I have used both systems and we like Groove because it allows for our clients to contact us via email. They do not have to go to a ticket submission page, they can just email us directly and it will create a ticket. Groove also provides analytics on how long it takes to respond to tickets

HubSpot was almost too freeform, I had a hard time grasping how it could work for me because there was so much that could be changed around. Streak was so easy to figure out without much time invested and I like that it just lives in my Gmail without needing to go to a separate website/login.

Incentivized

• We wasted a lot of time setting up the product before we discovered a lot of features listed on the website aren't ready for public use

• It has helped me save time on reaching out to people thinking that they didn't get my first email.
• It had the positive return on investment in the fact that the time I spend using Streak is much less than the time I would spend not using it.
• Streak has taught me the importance and ease of mail merges, since nothing else out there was as seamless to start with.

Incentivized