Great for teams looking to expand outbound activity
April 16, 2020

Great for teams looking to expand outbound activity

Daniel May | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Groove

We are utilizing Groove on our sales and customer success teams. On the sales side, our business development reps are using it to conduct outbound outreach to identified prospects in our space. They operate out of multiple flows that are designed to resonate with a certain persona, geographical area, size of company, etc. Our account executives use it to better mange their pipelines with reminders and all contacts in a single place. Customer success uses it to share new product information with current customers, conduct surveys and ensure timely check-ins. In all, it allows us to more effectively manage how we interact with prospects and customers in a more organized, targeted and scheduled manor.
  • Easily allows you to perform outbound sales efforts on a large number of identified prospects. The integration with our CRM (Salesforce) makes it easy to import identified prospects into outreach.
  • You can share templates and flows with other team members easily to avoid two people doing the same thing. Too often, reps are rewriting emails that are very similar to one another (Think sending the agenda for a call). With template sharing, you can get the foundation of what needs to be said, then personalize accordingly.
  • It is easy to see a snap shot of what flows and templates in flow are getting the most action from an open, clicks and replies perspective. This helps to double down on the areas that are working and improve others that are not.
  • The overall analytics could be a little more robust. We have created our own dashboards from the data that we pull from Groove for analysis. While it provides a good macro level view which is likely fine for most, it is not as easy to get into the weeds on individual basis, which is something that is important to us.
  • There is not the ability to see everything that is happening in one spot in the platform or from a .csv export. This means that if you want to see all people that are in active flows (outreach) and make sure that there is not overlap or to remove groups that maybe should not be getting hit, it is quite manual.
  • On the flow sharing functionality, there is not the ability to truly customize based on the teams you are sharing with. For example, I can create a flow and share it with the team and allow no edits (Master flow/no ability to edit), but I cannot share it with the team and allow minor edits to email copy to allow someone's personality to shine through. The only way to do that is to share as an individual flow where they then copy the flow and all the templates, then edit from there. At that point, they are free to do as they please, which we do not always want (Especially for newer reps). This also means that there are multiple flows with the same (or similar) name and that does not allow for clean analysis of performance.
  • We have been able to address our identified prospects more consistently and in an organized way, leading to more engaged prospects and more opportunities created.
  • The team is significantly more organized, leading to more productivity from them on a day to day basis, and less questions on the process.
  • Increased ramp time for new hires, leading to quicker revenue generation.
We were using Groove when I arrived here. I had used SalesLoft in the past. I like the analytics and flexibility more on SalesLoft from what I remember. However, we did not have it tied into our CRM well, so there was a lack of data transfer from one to the other. Groove allows for this issue to become a non-issue. It also allows you to quickly reach out to your TAM with an easy to use interface.
Our experience with Groove support has been excellent. Our CSMs have been very knowledgeable and keep a good cadence of communication with structured meetings on the calendar. The relationship we have built has allowed us to have a solid back and forth regarding potential product features and what we are hearing from our users to help them continue to grow.

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Groove is well suited for teams that are looking to upgrade their outbound operations with an easy to use tool. It is very simple to train new team members on the functionality and best practices, and you get a good view of the high level metrics. It also integrates well with many other platforms out there, including gmail and Salesforce. The omnibar feature is very helpful to keep your team in Groove rather than diving into your CRM. You can update information in real time there and it updates the CRM too.

If you are really looking to get into the analytics, Groove will let you down a bit there. The dashboards do not allow you to pull back the curtain as much as some may want. Also, there is not as much customization to the way you can conduct outreach depending on the internal team you are creating flows for.