Item: Groove by Clari
Rating: 10
Author: Andre Prado

Overall Satisfaction with Groove

Use Cases and Deployment Scope

Groove is being used across the whole organization. All company business units are using Groove to optimize the prospecting, sales, and customer service processes. Through Groove integrations with SalesForce and Gmail and others, Groove allows several operational tasks to be performed with much more speed and organized way, making the team's productivity considerably optimized.

Pros and Cons

Pros

Sales Force integration organizing and managing business opportunities
E-mail and calendar integration besides the templates
Cold call and new clients prospecting management in general

Cons

Through the Gmail integration, when we want to create a new contact, but the contact already exists, one improvement could be an option to use this existing contact. Now, it's necessary to make the adjustment just in SFDC
When I received an error message, adding an image to a new email template, should have an explanation of the reason for the error, in order to be possible to fix it.
The Gmail integration, Groove Options hides the information contained in the creation of the email, especially the details of the attached files. This usability could be improved

Most Important Features

Integration with Sales Force
Integration with Gmail
E-mail templates and follow up

Return on Investment

Increased productivity
Faster deal cycles
Organization of business tasks and activities

Usability

Overall Groove usability is very good. There are some small details that can be corrected, such as:

The e-mail template option on the Gmail integration overlays attachment files.
Or the usability could be increased with the possibility to choose one of many email addresses to be a new contact or lead on SalesForce integration interface with Gmail

Key Insights

Do you think Groove by Clari delivers good value for the price?

Yes

Are you happy with Groove by Clari's feature set?

Yes

Did Groove by Clari live up to sales and marketing promises?

Yes

Did implementation of Groove by Clari go as expected?

I wasn't involved with the implementation phase

Would you buy Groove by Clari again?

Yes

Other Software Used

LinkedIn Sales Navigator for Gmail (formerly Rapportive), Guru, Zoom

Likelihood to Recommend

Groove is very well suited to increasing productivity in operational jobs such as batch email creation and activity, contact, and opportunity management in SalesForce. Also, the Groove integration with Gmail and SalesForce helps considerably streamlines the tasks of managing new contacts, scheduling meetings, and status of the evolution of opportunities. In addition, it helps control the engagement and response levels of customer prospects.

Comments

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My Groove Evaluation