Groove improves service level to your customers
June 29, 2020

Groove improves service level to your customers

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Groove

Groove is being used at our commercial bank. We are heavy users of Salesforce and Groove was implemented to help link email contacts with Salesforce among other things. The email tools are extremely helpful to assist with follow up, delayed emails, templates and scheduling meetings. Additionally, there are analytic tools to help understand how your emails are being engaged by prospects. One thing that can be a challenge is navigating certain tasks. For example, when reviewing the 'accounts' tab it is not obvious how to add/remove names from this list. Same with the people tab. There are tutorial videos which I am working through to try and address these questions.

Pros

  • Integration with Salesforce and Gmail.
  • Tools embedded in email, easy to access.
  • Tools are functional and relevant to a sales role.

Cons

  • People and Accounts tabs could be more intuitive to edit.
  • When receiving an email reminder it would be nice not to have the Groove banner in the email.
  • When using the enterprise version it is unclear what features I have or don't have access to.
  • Keeps service level elevated by keeping follow up consistent.
  • Increased sales conversations due to timely/regular contacts.
I have had contact with several Groove employees and found them to be knowledgeable or able to direct me to the training and/or solutions to my questions. More importantly they are friendly and willing to help in any way they are able. This is evidence to me that there is a culture of service at Groove.

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

Not sure

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

Yes

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

I wasn't involved with the selection/purchase process

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

I wasn't involved with the implementation phase

Would you buy Groove, a Clari company again?

Yes

My role is business development and this tool is helpful in this realm. For example, I regularly delegate administrative tasks out to my team so that I can stay focused on my primary duties. However, I am ultimately responsible so I use the email reminder to prompt me to follow up with my staff to ensure tasks are being completed. I also use it to follow up with customers for my monthly/quarterly and annual touches.

Groove Training

Groove Support

ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
Yes - Yes. There was a patch released shortly afterward that resolved my issue.

Using Groove

ProsCons
Like to use
Easy to use
Well integrated
Requires technical support
Slow to learn
Lots to learn
  • Scheduler.
  • Reminder.
  • People.
  • Accounts.
Overall Groove provides what I need which is assistance with managing tasks and follow up, integrating with Salesforce and Gmail and tracking email traffic patterns. There are some tasks that seem unclear or undefined that may be a learning curve issue on my part. I will review the Groove website for further help.

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