Groove Creates Unparalleled Efficiencies and Automation to Reach Your Clients and Prospects
March 29, 2021

Groove Creates Unparalleled Efficiencies and Automation to Reach Your Clients and Prospects

Matthew Burke | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Groove

I believe Groove is being used across our whole organization. We all have access to using it. We use it to automate sales by creating templates, etc. We also use it to communicate with Google Suite and our CRM, Salesforce. It primarily creates efficiencies for our front-line staff, outbound sales teams, relationship managers, and marketing.
  • Templates - These save a ton of time and help to reach a lot of clients and targets quickly.
  • Integration - works very well with Google Suite and CRM/Salesforce to avoid redundancy.
  • Scheduling - Makes scheduling live and virtual appointments and sales calls very easy through clickable links sent via email.
  • Automation - send emails at a later time, create pardot for future client and prospect touches.
  • Glitches - sometimes searches for integrating with CRM are clunky or wrong.
  • Template Draft - a preview pane that shows the actual email the end user receives would be helpful - I end up sending drafts to myself 3-10 times.
  • Flows - I'd like to learn more about these. A hover over question mark to explain icons/etc. would be helpful also so I don't have to take tutorials to learn new Groove features.
  • More Leads Convert to Opportunities.
  • More Opportunities Convert to Closed Wins.
  • I am able to scale my business and personal brand quickly to reach more clients and prospects.
  • ROI in terms of revenue generation and opportunity cost is positive!

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


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


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?


Groove is especially well suited for communicating value added services, products, education, content, etc. with both existing clients as well as sales targets and prospects. Groove is excellent for personalized mass communication for sales development and lead generation. Groove eliminates redundant activity like retyping the same information or copying and pasting it into different programs. Groove is great for scheduling meetings with clients and prospects and it syncs immediately with everyone's google calendar, which eliminates back and forth email negotiation or phone calls with everyone's busy schedules.

As great as Groove (and all tech) is, there is still no substitution for picking up the phone or sending a hand-written thank you note ;)