Groove - Save time on Activity Tracking in Salesforce
Updated January 11, 2023
Groove - Save time on Activity Tracking in Salesforce
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Groove
Our organization uses Groove in a variety of capacities. The biggest use case for us is attaching the emails, meetings, and calls we have with customers to the Salesforce opportunity. This saves us from having to manually enter these activities saving us a tremendous amount of time which means we have more time to allocate towards activities to drive net new business.
- Meeting Scheduler - shows our availability and allows our clients/partners to book meetings with us
- Log Activities to SFDC - with just a few clicks you can share the activity to the opportunity in Salesforce
- Groove Analytics - a dashboard that shows your activities for the day, week, month, or quarter. It also shows as a percentage of the emails that are opened and the links that are clicked
- Being able to add a new contact record to Salesforce by simply attaching the activity to the opportunity
- Being able to log meetings that occur based on clients/partners using the meeting scheduler link your software provides
- Being able to share leads to AWS/Microsoft using Groove i.e a connector that allows me to share to the APN/MPN
- Email logging to opportunities/accounts/contacts in SFDC
- Meeting scheduler
- Email flows for Marketing campaigns
- Email templates to save time on commonly sent messages
- Enabled us to launch in-a-box marketing campaigns
- Resulted in Sales spending 25% less time on admin activities
- Productivity across all departments had a noticeable and consistent increase month over month
At my previous employer, we used HubSpot Sales Hub + HubSpot Marketing Hub. Although it had similar functionality to what we do with Groove it was something that we used connected to Microsoft Dynamics running on-premise and this limited the functions that we could perform. Groove's UI and ease of use make it a superior product in my opinion.
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
Using Groove
275 - Sales, Operations, Marketing and Engineering all use Groove for different functionality. I use Groove to track engagement across the Cloud Providers that we do business with across the globe.
4 - Our small IT team supports the use of all products that we need to do business globally. Groove doesn't take much support as the software is very easy to use and with the UI enabled in Gmail you can search to find the appropriate record that you want the thread to post to.
- Email campaigns
- Activity tracking against open opportunities
- Tracking KPIs
- Tracking engagements that happen before the contact exists in Salesforce, which isn't something you can do with tools like Outreach. This is made possible once again by the UI enabled in your mailing platform (Outlook or Gmail).
- The rest of my organization recently moved to Outreach but after a week with that platform I requested to switch back to Groove. The Partner team moved back to Groove because the UI enablement directly to Salesforce makes tracking engagements much easier with their tool as opposed to Outreach.
Evaluating Groove and Competitors
Not Sure
- Product Features
- Product Usability
The ability to track engagements that have happened before the contact exists in Salesforce was the biggest factor for staying with Groove for my team. No other product that I've used can do this and it's an important functionality to make sure that we track all engagement efforts even those that are not traditional.
There is nothing that I would change to our evaluation process.
Groove Implementation
- Implemented in-house
Change management was a small part of the implementation and was well-handled
- It's unclear to me if we ran across any issues during implementation as my organization was already using Groove when I was hired.
Groove Support
| Pros | Cons |
|---|---|
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 |
I'm not sure if we have premium support as it's not my role to make sure that Groove is setup appropriately across my department.
I've never had to contact support for Groove as the tool is extremely intuitive and the UI is easy to use.
Using Groove
| Pros | Cons |
|---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar | None |
- When a new contact is added to Salesforce and connected to an opportunity within seconds it will show up in your mail platform for tracking.
- If you've been communicating with a contact before a deal was created in Salesforce you can add the thread(s) to the deal after the fact which is a key differentiating factor from other platforms.
- The UI interface in your mailing platform allows you to find the deal you are looking to track the engagement against.
- N/A as everything is very easy to use and setup with Groove.