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
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- 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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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.
December 05, 2021
+50% increase on emails sent & great engagement of use by the team.
We have seen much more engagement from the sales team in general from the previous tool we used to use. We have recorded [a] 52% increase in total emails globally! On top of that, we have seen [a] 20% increase in week over week on pipeline growth!
- Recording activities
- Flows are nicely organised & easy to execute
- Connection with Salesforce is great and saves you much time
- Customer Service - sometimes not super quick but they are always very helpful
- Creation of templates
- Creation of flows
- Understanding the most active prospects/accounts
- Salesforce Sync - less errors
- 20% Increase in WoW Pipeline Growth!
- 13% Increase in WoW # of Opportunities Created
Easier use, the sync with Salesforce is just a big plus, flows and the ability to understand the engagement of prospects. The integration they have as well with the dialer (for phone calls) is working perfectly which did not happen with the tool in the past and offers some kind of flexibility on the number you want prospects to visualize.
130
Sales teams and account management team.
1
That person is our champion go-to in case there is something we do not remember how to use. It has been more during the implementation of the project than on an ongoing [basis].
- Prospecting
- Account management
- Followups
- Cascading templates for all the organisation
- Sharing flows between teams
- Not sure right now
Yes
Yesware and dialer.
- Product Features
- Product Usability
- Prior Experience with the Product
Previously using another tool. We had a committee evaluating different tools and the fact that Groove offered easily a trial period was essential. One thing is to read what a product does and another thing is seeing the tool in action. A totally different experience.
I believe the evaluation process was done in the right way - I do not think I would change how it was done.
- Implemented in-house
Yes
In terms of people- We had teams in EU coming first then APAC and the AMERS.
- Implementation was easy - probably the dialer installation - but not a major issue.
- Online training
Not really I did not take care personally.
Some - we have done small customizations to the interface
Not much but we have done some little personalisation for the sales teams that help us to have [it] all handy.
Some - we have added small pieces of custom code
Not much.
Not really.
Not sure.
No
I had a problem with a flow and the response and the explanation was superb I could easily solve out my problem and [understand] what I was not doing right.
- Templates
- Flows
- Adding prospects to CRM
- Actions
- None particularly difficult
During [the] trial, we needed to extend it a bit more and that was negotiable, understanding other company priorities during the trial. As well regarding the economics I was not involved at all so no more I can say.
Not really ours was super good.