When you do your prospection - move it to groove!
February 28, 2022

When you do your prospection - move it to groove!

Valerie Kranabetter | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Groove

Groove is a fantastic tool to prospect new Accounts & Contacts without missing any need for follow-up. I use groove mostly to prospect before I am in an active conversation with someone. The business problems Groove addresses are, that in Sales constant follow-up leads to successful conversations. Groove reminds you to do that follow-up, so you will never miss reaching out. I reach out to approximately 70 new people per week, adding them to my flows. Without Groove, it would be impossible to continuously contact them.
  • Automated actions, log everything in Salesforce automatically, so your account lists and their conversation status are up to date.
  • Creating templates and being able to personalize them easily with merge fields.
  • Constant follow-up.
  • Analytics: understand the performance of your emails & flows.
  • Move people in the same flow, to a different step.
  • You should be able to log a call using the sidebar of Groove if you're in Gmail for example.
  • When you add "Track activity" when sending emails, sent emails are more likely to land in spam.
  • Automated actions.
  • Groove sidebar.
  • Merge fields.
  • Increased productivity.
  • Updated Salesforce, so easier filtering, less time spent on figuring out the conversation status.
Great tool for prospecting, one-way communication. Trying to get in touch with someone, constantly following up. As soon as there is two-way communication, Groove would be too difficult to use. However, as soon as there is an active conversation I still use the Groove sidebar, to get access easily to all the information from Salesforce, all past activity, and can make notes fast. Everything is logged in Salesforce automatically, which saves a lot of time.
When I do heavy prospection I am nearly twice as fast as if I would not have Groove. Every call & email gets automatically logged in to Salesforce. Salesforce fields are automatically changed, depending on Conversation outcomes, and also all meetings you book, are logged in Salesforce. That alone saves me so much time, from opening Salesforce and logging everything manually to updating the conversation status. In the long run, all my info is saved so I have everything I need to know in Salesforce. It is then easier for me to create account lists, hotlists, etc.

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?


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?


Salesforce CPQ (formerly SteelBrick), Notion, Slack
Groove is well suited for the cold prospection until the moment that you have an active conversation with the person. If the prospect is not answering your calls, emails, or Linkedin messages you will move the person forward in your flow to try to get their attention. As soon as there is an interest and you start having an active conversation with them, Groove will become tricky to use and I usually then switch to emails & work with Salesforce tasks.