Increase productivity while saving value selling/servicing time!
Updated January 10, 2023

Increase productivity while saving value selling/servicing time!

Janice Essick | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Groove

Excellent for reaching out to many clients at once. Also for prospecting to offer ancillary services. And, the scheduler tool is so convenient to use for clients!
  • Templates - very easy to use
  • Scheduler tool - convenient and integration with Zoom/Teams is awesome
  • Activity performance is great to monitor daily & weekly
  • Providing open ratios is great too!
  • Salesforce integration to move to Groove settings without having to go through activity performance first (unless it's a user error)
  • Scheduler tool
  • Templates & flows
  • Activity performance
  • Sending emails via Groove
  • Increased productivity - ability to send out emails in batches
  • Increase "stickiness" with customer by using scheduler tool, less back & forth with availability
  • Great customer satisfaction using templates to increase client awareness of ancillary products and services
Should be an easier way to select people to add to a flow without going company by company or contact by contact. Create a contact report for flows would be ideal. Not easy initially to use the templates/flows, but support was great and the "train the trainer" works great too!
Our sales enablement team decided on Groove. But it's definitely better than "manual" templates.

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?

I wasn't involved with the selection/purchase process

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

Yes

Would you buy Groove, a Clari company again?

Yes

For any professional relationship - whether it's business development, client success, account management - very multi-purposed!

Using Groove

100 - Business Development, Customer Success, Sales Development, Client Services, Customer Operations.
10 - Sales Enablement and IT
  • Client communication monitoring & engagement
  • Unifying the external message
  • Streamlining external communications
  • Templates
  • Flows
  • Scheduler Tool
  • Creating Reports to repurpose on flows
  • Less time consuming for adding people to flows
It's very easy to use.

Evaluating Groove and Competitors

  • Product Features
  • Product Usability
  • Product Reputation
Not quite sure, since I was not involved in the initial selection process; however, I've been a participant in the conversations as to why we purchased Groove.

Groove Implementation

Very satisfied. Yes, I was involved in the implementation process.
Yes - Two Phases
Change management was a small part of the implementation and was well-handled
  • Only learning curves - to be expected with some people

Groove Support

Accessibility to dedicated account manager "Caitlin".
ProsCons
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
None
Not involved with the procurement process.
When the Groove link wasn't working with my emails. And, it was easy for our "in house" (Gioia) to fix it in one zoom call.

Using Groove

ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Inserting Templates
  • Inserting Schedulers
  • Sending emails via Groove
  • Adding people to a flow - it's very time consuming since you have to add contacts at a company each time instead of selecting a report to use for the Flow.