So user friendly and time saving!
I utilize Groove for email tracking, email templates, flow management, Spaces collaboration between myself and SDR, and analytics. Solves …
Overview
What is Groove, a Clari company?
Groove is a sales engagement platform that enables sales leaders to execute their strategy in a smarter and more adaptive way. With Groove, revenue leaders can use automation to do more with less, with the goal of driving greater efficiency…
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What is Groove, a Clari company?
Groove is a sales engagement platform that enables sales leaders to execute their strategy in a smarter and more adaptive way. With Groove, revenue leaders can use automation to do more with less, with the goal of driving greater efficiency and effectiveness across the customer lifecycle. Groove…
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Product Details
- About
- Integrations
- Competitors
- Tech Details
- Downloadables
- FAQs
What is Groove, a Clari company?
Groove is a sales engagement platform that enables sales leaders to execute their strategy in a smarter and more adaptive way. With Groove, revenue leaders can use automation to do more with less, with the goal of driving greater efficiency and effectiveness across the customer lifecycle. Groove states they enable more than 75,000 users at ADP, Google, Uber, iHeartMedia, Capital One, and other large enterprises.
Groove, a Clari company Features
- Supported: Email, Calendar & Activity Tracking
- Supported: Multi-Channel Campaign Automation
- Supported: Streamline Workflows and Prioritize Tasks
- Supported: Revenue Intelligence
- Supported: Sales Dialer
- Supported: Sales Automation
Groove, a Clari company Screenshots
Groove, a Clari company Videos
Groove offers Connected Sales Execution to make sales strategy actionable. Users define custom playbooks, assist and align sellers in real-time, and apply insights to learn and evolve.
EVERFI’s EVP of Revenue Enablement, Caroline Holt, shares how her team is using Groove to make reps more productive, effective, and happy.
WealthEngine's VP of Sales Development & Partnerships, Khris Fenton, talks about how WealthEngine boosted sales productivity by 60% while achieving 100% adoption across multiple team.
Tenable's Senior Director - Growth Marketing, Operations and Technology, Matt Mullin, discusses the value Groove provides for his team.
Groove, a Clari company Integrations
Groove, a Clari company Competitors
Groove, a Clari company Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
Groove, a Clari company Downloadables
Frequently Asked Questions
Reviewers rate Availability and Performance and Online Training highest, with a score of 9.1.
The most common users of Groove, a Clari company are from Mid-sized Companies (51-1,000 employees).
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Reviews
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January 20, 2023
Groove - The Best Sales Engagement Tool
I use Groove daily within my organization. I start my day by checking my email to see my "Tasks" for the day and also shows me my results from the prior day. In addition, it shows me exactly who opened my emails, from what company and their email. Upon checking that I get into the tool and it shows me exactly what must be done that day wether its calls, emails, linkedin steps, whatever. As a BDR this is very helpful to know what must be done for the day and it is very easy to follow and I always know what I must do.
- Very easy to log in and see what is due that day
- Love how easy it is to see my activity for the day, week, month, etc
- Shows prior engagement with the prospect you're reaching out to
- Very easy to make calls straight from the application
- I tend to get an error message every once in a while which completely shuts me off from using Groove
- Analytics
- Calling
- Automated emails
- Increase productivity
- Easier to get in touch with prospects based off flow steps
- Overall win/meeting rate
- Outreach
Before Groove I used Outreach at my last organization and think the tools are pretty similar. I will say I like the flow steps better in Groove and the analytics are better to me. The design also looks nicer on Groove.
150
Sales for the most part
1
Mostly sales operations people
- sales engagement
- prospecting
- setting meetings
- checking open rates
- getting more folks involved
- getting more sellers licenses
No
- Product Features
- Product Usability
- Product Reputation
- Prior Experience with the Product
n/a
- Implemented in-house
Change management was a minor issue with the implementation
- wasn't around for implementation
- Online Training
Spend the time getting to know the system before anything.
No - we have not done any customization to the interface
No - we have not done any custom code
n/a
Not the buyer, don't believe so tho.
No
Yes, they are usually pretty quick with results if something is not working.
- open tasks
- creating flows
- spaces
- nothing really
No
- salesforce
- gmail
It was very easy to integrate those two.
- Salesforce
- Gmail
yes they do.
- File import/export
- API (e.g. SOAP or REST)
nope
Groove can integrate with most software
Wasn't the buyer
n/a
No
- usability
- interface
- everything's great right now
No
No
January 11, 2023
Groove - Save time on Activity Tracking in Salesforce
Our organization uses Groove in a variety of capacities. The biggest use case for us is attaching the emails, meetings, and calls we have with customers to the Salesforce opportunity. This saves us from having to manually enter these activities saving us a tremendous amount of time which means we have more time to allocate towards activities to drive net new business.
- Meeting Scheduler - shows our availability and allows our clients/partners to book meetings with us
- Log Activities to SFDC - with just a few clicks you can share the activity to the opportunity in Salesforce
- Groove Analytics - a dashboard that shows your activities for the day, week, month, or quarter. It also shows as a percentage of the emails that are opened and the links that are clicked
- Being able to add a new contact record to Salesforce by simply attaching the activity to the opportunity
- Being able to log meetings that occur based on clients/partners using the meeting scheduler link your software provides
- Being able to share leads to AWS/Microsoft using Groove i.e a connector that allows me to share to the APN/MPN
- Email logging to opportunities/accounts/contacts in SFDC
- Meeting scheduler
- Email flows for Marketing campaigns
- Email templates to save time on commonly sent messages
- Enabled us to launch in-a-box marketing campaigns
- Resulted in Sales spending 25% less time on admin activities
- Productivity across all departments had a noticeable and consistent increase month over month
At my previous employer, we used HubSpot Sales Hub + HubSpot Marketing Hub. Although it had similar functionality to what we do with Groove it was something that we used connected to Microsoft Dynamics running on-premise and this limited the functions that we could perform. Groove's UI and ease of use make it a superior product in my opinion.
275
Sales, Operations, Marketing and Engineering all use Groove for different functionality. I use Groove to track engagement across the Cloud Providers that we do business with across the globe.
4
Our small IT team supports the use of all products that we need to do business globally. Groove doesn't take much support as the software is very easy to use and with the UI enabled in Gmail you can search to find the appropriate record that you want the thread to post to.
- Email campaigns
- Activity tracking against open opportunities
- Tracking KPIs
- Tracking engagements that happen before the contact exists in Salesforce, which isn't something you can do with tools like Outreach. This is made possible once again by the UI enabled in your mailing platform (Outlook or Gmail).
- The rest of my organization recently moved to Outreach but after a week with that platform I requested to switch back to Groove. The Partner team moved back to Groove because the UI enablement directly to Salesforce makes tracking engagements much easier with their tool as opposed to Outreach.
Not Sure
- Product Features
- Product Usability
The ability to track engagements that have happened before the contact exists in Salesforce was the biggest factor for staying with Groove for my team. No other product that I've used can do this and it's an important functionality to make sure that we track all engagement efforts even those that are not traditional.
There is nothing that I would change to our evaluation process.
- Implemented in-house
No
Change management was a small part of the implementation and was well-handled
- It's unclear to me if we ran across any issues during implementation as my organization was already using Groove when I was hired.
I'm not sure if we have premium support as it's not my role to make sure that Groove is setup appropriately across my department.
No
I've never had to contact support for Groove as the tool is extremely intuitive and the UI is easy to use.
- When a new contact is added to Salesforce and connected to an opportunity within seconds it will show up in your mail platform for tracking.
- If you've been communicating with a contact before a deal was created in Salesforce you can add the thread(s) to the deal after the fact which is a key differentiating factor from other platforms.
- The UI interface in your mailing platform allows you to find the deal you are looking to track the engagement against.
- N/A as everything is very easy to use and setup with Groove.
January 10, 2023
Increase productivity while saving value selling/servicing time!
Excellent for reaching out to many clients at once. Also for prospecting to offer ancillary services. And, the scheduler tool is so convenient to use for clients!
- Templates - very easy to use
- Scheduler tool - convenient and integration with Zoom/Teams is awesome
- Activity performance is great to monitor daily & weekly
- Providing open ratios is great too!
- Salesforce integration to move to Groove settings without having to go through activity performance first (unless it's a user error)
- Scheduler tool
- Templates & flows
- Activity performance
- Sending emails via Groove
- Increased productivity - ability to send out emails in batches
- Increase "stickiness" with customer by using scheduler tool, less back & forth with availability
- Great customer satisfaction using templates to increase client awareness of ancillary products and services
Our sales enablement team decided on Groove. But it's definitely better than "manual" templates.
100
Business Development, Customer Success, Sales Development, Client Services, Customer Operations.
10
Sales Enablement and IT
- Client communication monitoring & engagement
- Unifying the external message
- Streamlining external communications
- Templates
- Flows
- Scheduler Tool
- Creating Reports to repurpose on flows
- Less time consuming for adding people to flows
No
- Product Features
- Product Usability
- Product Reputation
Not quite sure, since I was not involved in the initial selection process; however, I've been a participant in the conversations as to why we purchased Groove.
- Implemented in-house
Yes
Two Phases
Change management was a small part of the implementation and was well-handled
- Only learning curves - to be expected with some people
Not involved with the procurement process.
When the Groove link wasn't working with my emails. And, it was easy for our "in house" (Gioia) to fix it in one zoom call.
- Inserting Templates
- Inserting Schedulers
- Sending emails via Groove
- Adding people to a flow - it's very time consuming since you have to add contacts at a company each time instead of selecting a report to use for the Flow.
My team uses Groove in all things Customer-facing. Their emails are logged and their calls are recorded and pushed to our CRM for one central point of data review. I use Groove in my job function to review call metrics and assess our team's success rate in driving meaningful conversations.
- Connects emails to CRM.
- Connects phone calls to CRM.
- Set up campaigns for follow up.
- Sometimes the Omnidialer acts up, requires a restart.
- When setting up a team I can't seem to remove my own name, as a player/coach this can muddy the waters on call/email metrics.
- The side pane for Google Chrome extension is a bit overwhelming at times.
- Connects email to CRM.
- Connects calls to CRM.
- Enables campaign creation for follow up.
- Spend less time in email, more time on the phones, leading to more productive conversations.
- Our brand new team generated over $130k of the pipeline using Groove tools including campaigns in their first quarter.
- Using a scheduler link in the email prevents the manager from having to follow up on every email they are CC'd on, so saving time for their role as well.
50
Sales, both in New Logo Inbound/Outbound and Account Management, and Customer Success
5
Operations Team Members including Sales Ops, Success Ops and Post-Sale Ops
- Auto-logging emails to CRM.
- Auto-Logging calls to CRM and Call Coaching Tool.
- Operationalize follow-up via flows.
- Operationalize Follow-up Flows for New Team in Account Management (Account Specialists).
- Review Call and Email Metrics ongoing.
- Use bridge numbers to direct calls to Omnidialer from Phone Software.
- Additional Flows for Business Reviews.
- Increased use of Analytics for Deal Reviews.
No
- Price
- Product Features
- Product Usability
- Product Reputation
- Prior Experience with the Product
Groove's Usability is a 10/10. Knowing that our team members would be able to utilize flows on their own terms, in their own way, and not having to worry about needing a technical point of contact involved with every change is a huge benefit.
I would have had more business-level contacts involved from the beginning of the conversation to have more exposure to feature sets, etc. when it was new.
- Implemented in-house
Change management was a big part of the implementation and was well-handled
Understanding how the teams are put together is important especially at a company like GoCanvas which is growing fast and adding new teams every year.
- Feature awareness.
- CRM Integration.
- Groove Integration.
I'm not sure, to be honest, I wasn't involved in the decision. I don't believe so and I'd imagine the reason why not relates to the standard support offering; if we did then I'm really happy with that decision!
No
I had a team member recently encounter an issue with the Omnidialer and open a chat. They opened a chat and within minutes had the solution they were looking for.
- Email logging.
- Call logging.
- Metrics review.
- Flows for follow-up.
- Getting our admin to affect change.
- Pulling Contacts into flows from custom objects in Salesforce.