Groove has been a great asset for our team
October 16, 2020

Groove has been a great asset for our team

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Groove

We are using Groove in our sales department and it has been a great success. We are able to create flows with our LDR team that address the clients that are smaller or have less opportunity and then we can begin conversations with larger clients to gauge interest in products and to set appointments for a longer conversation. The task function helps us stay on top of follow up emails or client responses.

Pros

  • Allows Collaboration in work spaces to track who is touching which accounts and what the next steps are.
  • The flows are great to get mass communication out and then tailor individual calls as a follow up. You can see who is opening your emails and how frequently to see who you should reach out to right away.
  • The analytics help me stay on track with my client touches to reach a certain activity level per day.

Cons

  • It would be great if the system was able to pull more data in from Salesforce or push things like notes back into the account in Salesforce.
  • It does not feel like a complete standalone product which is why some of our sales people are hesitant to embrace it 100%.
  • I am not really in the department that would analyze the ROI of this product. I know that for my own personal use it has helped me ensure I am able to have the time to touch all of my clients.
Our company used Cirrus Insight and that worked well for logging calls and emails but this allows you to get a little more done within the program itself. Both have their certain uses and benefits but I like the ability to have workspaces, analytics, and flows. This Groove product takes it a step further and is more modern.
I have had a few opportunities to contact the support team and Groove for questions or issues with the dialing portion of the program. Every time I have talked to the support team they have helped me troubleshoot the issues and resolve the problem quickly. I really think they have an excellent support team.
The usability is good and it beats out some other programs but I think they could still improve the ability for data to flow in and out of Groove and Salesforce. This may be a setup issue on our end? But if you could honestly work directly out of groove and not have to open Salesforce it would be a much more seamless experience.

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

This is a great product for someone who is self-driven and looking to manage campaigns to clients. It allows people to work as a team and collaborate in the workspaces but you are only going to be able to use this on an account level with salesforce data. If you are going beyond emailing just the VPs you have in the system or a certain category of person, you have to dive into each account and hand pick that person to add into the flows if you don't have the ability to set up those kinds of reports.

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