Solid tool for building account follow up tactics
Hannah Smith | TrustRadius Reviewer
September 03, 2018

Solid tool for building account follow up tactics

Score 9 out of 10
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Verified User
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Overall Satisfaction with Groove

We use Groove in conjunction with Salesforce and Gmail. Groove logs email communications with accounts seamlessly. This results in more efficient documentation across the team. Additionally, we are able to see engagement with email communications.
  • Tracking email opens & clicks. This helps me to know who has the potential to respond to email and who I should probably stick to phone calls.
  • Scheduling emails to be sent. This helps me to send e-mails at times that they are more likely to be read by the recipient. Its particularly helpful when sending emails across different time zones!
  • OmniBar. Groove has a side bar that opens in Gmail so you are able to see account information as you open or format an email. You can see open rate, click rate, and any high level notes that my have been previously been entered by you or a teammate about that account.
  • Open and Click rates. These can be deceiving because often times an email is forwarded and opened by people other than the recipient. These opens count toward the open/click rates for the original recipient.
  • Logging. To my knowledge, emails are only logged to Salesforce when you have both programs open. Therefore, emails sent from my phone or sent while not logged into Salesforce, do not get automatically logged.
  • Hyperlinks. Sometimes hyperlinks within an email can get completely reconfigured to go through Groove initially. This has occurred when copy/paste is used from email to email. The newly titled links seem to work the same but it could cause suspicion or confusion for the recipient.
  • Improved customer interaction.
  • Quantifying employee work done during the week
  • Following canned response emails to see effectiveness of click throughs.
Groove was better than SalesforceIQ in every aspect. More affordable. More user friendly. Less glitchy.
I personally love Groove for follow ups done after a large tradeshow. It helps me see the truly interested leads' engagement and focus my ongoing follow up.