Item: Groove, a Clari company
Rating: 6
Author: Jared DeLong

Overall Satisfaction with Groove

Use Cases and Deployment Scope

Groove was first used by our sales team to follow up with opportunities in our pipeline. Our customer success team decided to try out Groove to see if it could help us better manage our check-ins with customers during the onboarding process. The tool was useful, however there was some lack in functionality that ultimately led to us discontinuing to use it.

Pros and Cons

Pros

Groove has a great integration with Salesforce that can sync all contacts and accounts.
Groove allows you to create various email templates that can create an efficient drip series of check-ins.
Groove has a beautiful and simple interface that's simple to navigate and use.

Cons

Groove will only allow you to set up a trigger series with one email address. For clients we're working with who have multiple staff, there is not an easy way to us to include those people in one continuous series.
Their trigger concept is based on a certain number of days, however not all emails sent out during the series are automatic. Each email has to be manually sent, which was not efficient for our team who needed better automation.
Some tags would not work properly in Groove based on the data we were tracking in Salesforce.

Return on Investment

Groove's email templates and email scheduling allowed saved our team time by drafting personalized emails for us.
The app became time-consuming for our success team to manage when we realized all emails had to still be sent manually.
Groove is still being used by our sales team today, therefore it's proven to save them time throughout the sales process, just not onboarding.

Alternatives Considered

Mailboost and MixMax

We selected Groove because it was being used by our sales team at the time. We were looking for a way to automate our email check ins but ultimately decided it was not the best fit for our customer success team. If your company is looking for a system that automatically drafts personalized emails for you but does not automatically send them, then Groove is for you!

Likelihood to Recommend

Groove is great for a sales team managing a pipeline and wanting the ability to still manage and manually send every email check in to a potential client. I didn't find it as well suited for automated check-ins that we were needing to do with customers during the client onboarding process because if an email was not automatically sent, our 30-day onboarding schedule would get off track.

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Groove SaaS Company Review