Item: Groove, a Clari company
Rating: 9
Author: Todd Gardner

Overall Satisfaction with Groove

Use Cases and Deployment Scope

Our main purpose was to automatically log emails from Gmail into Salesforce without manual intervention. We love the added benefit of having a built-in scheduler and flows so we can ensure we are making enough touchpoints to engage our prospects and clients. The omnibar is also super convenient for doing day-to-day work.

Pros and Cons

Pros

Calendar Scheduling
Easily logging of activity to Salesforce
Ability to create your own cadences with merge fields for speed

Cons

Scheduler needs automatic reminder capability
Sometimes I don't trust the open and link tracking
I wish the activity would log to the contact's related account automatically, but it only logs to the person's record or an opportunity.

Most Important Features

Auto-logging of activity
Flows
Scheduler

Return on Investment

Saves tons of time for the salesperson
Increased productivity
Ability to analyze the performance of the sales team

Usability

It works quite well if you know how to use it, but there are lots of features that can take time to learn. It's a bit scary for new users to adapt and learn to use the product, especially when they are initially trying to learn Salesforce.

Key Insights

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

Yes

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

Yes

Did Groove, a Clari company live up to sales and marketing promises?

Yes

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

Yes

Would you buy Groove, a Clari company again?

Yes

Other Software Used

Salesforce CPQ (formerly SteelBrick), DocuSign, Dropbox

Likelihood to Recommend

For your prospecting cadence using flows, Groove is great. Combine this with email templates and you can have a highly personalized email cadence with the ability to add flow and LinkedIn steps.

Comments

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