Get in your groove with GROOVE! Pros and Cons of a very clean and helpful sales campaign tool
January 30, 2022

Get in your groove with GROOVE! Pros and Cons of a very clean and helpful sales campaign tool

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

Overall Satisfaction with Groove

Problems: Communications with a large book of business. Segmentation of communications. Addressing multiple contacts in cc or bcc lines. Scope of Use Case: Communicating product updates, new products, and/or account data with various segments of a large international book of business and to multiple contacts that support account decisions.
  • Dynamic email campaigns that allow for multiple pathways forward depending on actions taken by the recipient.
  • Integration with Gainsight allows mass email campaign mapping to individual account timelines by creating a flow. Bcc column with the Gainsight timeline email in a CVS file.
  • Link tracking to understand customer engagement.
  • Integration with Salesforce that allows for account updates within Gmail.
  • Formatting is off whenever copying and pasting from another rich text module into the Groove template module.
  • I wish the 4 meeting types links were available from the dashboard without having to access settings to retrieve those links. Minor nuisance.
  • Flow.bcc for mapping flows to individual account timelines in Gainsight.
  • Multiple pathways depending on customer actions to first email in a flow.
  • Ability to update accounts in Salesforce (and Gainsight) from Gmail using the Groove plug-in.
  • Reduced toil in communicating broad updates to large book of business
  • Low input way to spark conversation that could begin very valuable threads to build upon with customers
  • Time saved scheduling by using the meeting types and linking in flows and email signature
It's very helpful when you become familiar with it. That said, the interface is not especially intuitive. I feel confident when navigating new systems so this was not much of a challenge for me, but many of my teammates struggle with navigating Groove. In fact, our company has a fairly robust onboarding series dedicated specifically to Groove. I don't believe this should be the case and have noticed many small areas where navigability could be simplified. My go-to example is the meeting types being hosted in account settings. That is not where I would expect to find meeting parameters and links.
Fortunately, I have Groove so I can't compare it to the other case without it. That said, in a previous role I did not have this tool and spent significant time updating notes in the CRM and tracking email activity. Groove allows account updates to map to our CRM (Salesforce/Gainsight) from the Gmail plug-in and activity tracking reports are sent directly to my inbox. This is a huge time saver when comparing these two different but similar roles.
None of these tools brought together the complete set of tools, integrations, and features that Groove has. Many of the above covered a piece or two of a complete workflow and so increased toil just navigating between products and manually logging data.

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?


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


Would you buy Groove, a Clari company again?


I use Groove for low engagement and low-value accounts in high volumes. I also use Groove for campaigns with broadly relevant information such as a monthly newsletter that includes product updates and such. For high-value and highly engaged customers, the communications require a more personal touch. With high-value accounts, some of this can be achieved by creating a robust CVS with specific account usage data. For highly engaged customers, however, as far as I know, there is no substitute for replying in-thread to build rapport and create expansion opportunities. That said - in my experience, many such threads have begun as customer responses to Groove flows.

Using Groove

350 - Those who use Groove at Nearpod are primarily in Sales or Customer Success. These include our Sales Development, Expansion, Renewal, Customer Success, Pilot, and other such teams.
12 - Sales Operations, Business Systems, and Operations teams support this implementation.
  • Scheduling meetings with new and existing clients
  • Tracking communications with new and existing clients
  • Updating prospect and expanding opportunities in CRM via Gmail plug-in
  • Tracking groove flow emails to individual account profiles in CRM by placing the Gainsight inbound email address into a flow.bcc column in the CVS uploaded when adding contacts into a flow.
  • I can't say but look forward to seeing how we continue to implement Groove.
It's very useful and I have already received extensive training and so am familiar and confident in using it. Also, it integrates with other tools our team uses such as Google Drive, Salesforce and Gainsight.

Evaluating Groove and Competitors

  • Product Features
  • Product Usability
  • Product Reputation
Product features include its seamless integration with many other tools we were already using including Google Drive (Gmail), Salesforce, and Gainsight.

Groove Implementation

At Nearpod, I have been impressed with the internal expertise and support around Groove as a key tool for the Sales and Customer Success business systems and operations.
  • We have a constant flow of questions regarding implementation but are equipped with a very capable team of internal experts.

Groove Support

My company has a team dedicated to supporting our implementation of operative tools and business systems such as Groove. For this reason, I feel that we have ample support for Groove, although I have not personally contacted Groove for any support issues.
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
I am not aware, but again Nearpod has a team that is very knowledgeable in our Groove implementation and who are highly responsive to internal requests for support with the product.
I believe the Groove team prepared Nearpod internal teams to be internal experts in the product such that our individual team members can rely heavily on these internal teams rather than going to Groove. This is very useful.

Using Groove

Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Feel confident using
Lots to learn
  • Flows
  • Templates