Groove - Save time on Activity Tracking in Salesforce
Updated January 11, 2023

Groove - Save time on Activity Tracking in Salesforce

Cameron (Cam) Sharp | TrustRadius Reviewer
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
When I started with StreamSets back in November it wasn't communicated to me that I needed to use Groove. After a few months of me manually tracking my work, my management asked me to start using it. It took me less than a day to become a pro at using the software and has made my life 100x easier.
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?


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?


If your sales team is manually entering all activities with clients Groove is something that you need. I've personally only ever used Groove with Gmail and Salesforce but I can only assume that it's just as good if you're an Office 365/Dynamics 365 shop. Help your sellers and your organization by enabling them to spend more time on money-generating activities rather than data entry.

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.
My department is well versed on using this software and it's functioning as intended so no need for us to replace and learn a new platform.

Evaluating Groove and Competitors

  • 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

Didn't handle implementation for this product.
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

I've never had to contact support so fair to say that the tool is very intuitive and easy to use.
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'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

Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Quick to learn
Feel confident using
  • 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.