Get into the Groove with your email
December 20, 2017
Get into the Groove with your email
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Groove
Groove is used across the Customer Success team to see email opens and views, to create and save templates for more common emails, and email scheduling to prevent disruption of clients outside of working hours, and some users utilize the scheduling link to book meetings with clients. It helps our team better understand which emails are resonating with clients if the client was able to view proactive outreach we have generated and saves us bundles of time with the templates and scheduling capabilities.
- Email scheduling - There have been plenty of times where I've been working rather late and was worried about disrupting the client's sleep schedule. This is especially helpful if your team isn't divided into territories and works with global contacts. With the scheduling, you can have emails hit inboxes at 8:00 am during the client's working hours, rather than in the middle of their night.
- Templates - Many emails that we write around common questions can take time to type out, even if the answer is quite simple. With the templates tool, I can draft a core version of the email and have a strong baseline starting point to work from, and then I only need to add customization to meet the client's exact needs for the particular request. It's also nice that you can reference other people's templates, or link to Salesforce.
- Chrome Extension - With the Chrome Extension, I'm able to quickly see pending Salesforce tasks, reminders, and the open history of my sent emails so I can make sure I'm reaching my clients with the appropriate timing. I don't even have to leave my email!
- Adding contacts from Gmail - Another reason I don't have to leave my email. Groove will pre-load contact information and link with Salesforce to create new contacts or leads. It will also do its best to grab information from the email signature lines, to prevent you from having to fill out even more information. Anything that prevents further tabs for quick actions is a win in my book.
- Scheduling Meetings - There is a lot of cool functionality with the scheduling links to book meetings with clients, but often times I would end up in back-to-back meetings, or more phone calls than I could handle in a day if I wasn't careful. Improving the ability to add buffers of a few minutes between meetings (which seems to only sometimes work), and also allowing for expiration of meeting links would be phenomenal. The expiration is more important for individuals working with contacts around the world. Clients would find old links and book random meetings with me with 10 - 15 minutes notice and wouldn't confirm, which made me feel as though I was caught slightly off guard and left scrambling.
- Template Editing - This feature could be more friendly. There'd be some moments where the mail-merge drop down wouldn't load at all for me, so I ended up memorizing them so I could manually type them. Additionally, sometimes pasting would lead to very strange formatting and it was difficult to get the formatting back to a presentable level.
- Template Content Capabilities - The ability to add images to templates would be immensely helpful, especially for commonly asked questions where screenshots are helpful. I would utilize the template option much more if I could include images and align them appropriately.
- Groove has deeply assisted with re-engaging clients that have had busier than normal schedules as of late. We're able to use Groove to find the best time and email style to suit the client's needs and preferences (based on their history) and tailor the outreach to them. This then fosters reengagement with our team, and therefore our product.
The integration with Gmail for HubSpot was not as seamless as Groove's, nor did the version we had provided us with the capability to easily dive deeply into the email history, or send calendar scheduling links! Groove was easy to set up and also easy to learn. Additionally, it felt much more reliable when we saw the incoming emails start populating in our CRM tool, in addition to the outgoing emails.