Groove - A Great Outreach & CRM Tool
May 12, 2020

Groove - A Great Outreach & CRM Tool

Tyler Dec | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Groove

We use Groove to help with both streamlining and monitoring our communication between Account Executives and prospects/customers. Groove is primarily used by our Sales and Marketing Departments, as well as our operations team to measure performance and derive insights. We also use Groove to allow our Account Executives to set up automated communication workflows with their leads and contacts.

Pros

  • Automated email/calendar event logging in Salesforce.
  • Responsive email workflows.
  • Customer success and support team.
  • Ease of access to accounts, leads and contacts.
  • Relating activities to opportunities.
  • Lead matching.
  • Training and documentation.

Cons

  • I'd like to see Groove be able to Integrate with more third party tools.
  • A more advanced method to relate activities to opportunities.
  • Segmentation of emails logged as tasks (only logs subject currently).
  • Positive: activity tracking.
  • Positive: Salesforce data augmentation.
  • Positive: lead matching.
  • Outreach
Groove is easier to use from a backend perspective and fits our needs more than Outreach. I also prefer Groove's support staff.
Absolutely amazing. Jessica Stent is our customer success representative and she is literally always available through email or meeting over Zoom. She has set up trainings for our sales team, and walked our Salesforce team through many backend fixes and improvements. Their support staff always responds promptly and provides meaningful feedback and documentation to support what we are asking.

Do you think Groove, a Clari company delivers good value for the price?

Yes

Are you happy with Groove, a Clari company's feature set?

Yes

Did Groove, a Clari company live up to sales and marketing promises?

Yes

Did implementation of Groove, a Clari company go as expected?

Yes

Would you buy Groove, a Clari company again?

Yes

Groove is perfect for companies that have trouble getting their Sales teams to log tasks and events in Salesforce, as Groove does this for emails and calendar invites with their email and calendar sync. Currently, I really can't think of any reason not to use Groove unless you are a very small company with a small Sales team.

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