Connect Gmail and Calendar to Salesforce to increase productivity
February 08, 2019
Connect Gmail and Calendar to Salesforce to increase productivity
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Groove
Groove is currently being used by various departments, but primarily by the sales team. We use the core functionality to connect Salesforce and Gmail extensively and are just starting to use Flows more extensively. Groove has done a great job helping us record emails and events in Google with Salesforce. This is really helping us understand tasks and touch points with our clients. It also vastly improved our demo booking process by allowing us to create Google calendar events and automatically having those sync up with Salesforce as events.
- Calendar scheduling link. Helps our teams book meetings, demos, and events.
- Email and task sync between Salesforce and Google.
- Displaying Salesforce data directly in Gmail. Very helpful to see that data when reviewing emails.
- Dialer could be improved.
- Would love to see some of the functionality extend to Mobile gmail and Salesforce eventually.
- Increased efficiency. Scheduling and recording demos and meetings have been drastically improved with this tool.
- Increased data visibility through the sidebar in google. Very helpful.
Both tools looked great, but at the time, Flows offered more flexibility as well as the ability to customize data fields available to update in Google Calendar directly. Since we are a Google shop and this is their sole focus, it also seemed like closer alignment for us. If I were a Microsoft shop, I would strongly recommend Cirrus Insights for the same sort of functionality.