Say goodbye to the sketchy shadow database life...
May 22, 2023

Say goodbye to the sketchy shadow database life...

Jacquelyn Leahy | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Groove

For this use case, financial advisors wanted to elevate their customer service. Using their Salesforce-native triggers (field changes, list views), we were able to automate Birthday, Anniversary and other celebration messages, Insurance Premium reminders, and service-level meeting booking reminders. Advisors needed something simple and the ops team needed something that wasn't too technical to manage after implementation.

Pros

  • Salesforce-native Flow Triggers
  • Google Calendar integration
  • From-email record creation/editing - even custom objects!!

Cons

  • Not as pretty or intuitive as some competitors
  • Not as robust reporting as some competitors
  • Can't easily run A/B testing like some competitors
  • Activity logging and tracking
  • Flows
  • Ability to edit/create records from email and calendar
  • Greater customer satisfaction
  • Streamlined scheduling of client meetings
  • Clear adhesion to complicated processes and standards of financial industry
It works without much fuss from the user's inbox, Salesforce, or the webapp.

Since there's no 2nd database/api - there's no CONFIGURING the integration. With Outreach you have to jiggle the admin panel to hopefully get the new field you added to appear on the api management screen.

Triggers for flows are all in Salesforce, so no extensive forensic projects from foreign entity!

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

Best Suited for
  • Salesforce-based ecosystem
  • Large-scale customer-facing teams
  • Well architected and managed data in Salesforce
Less Suited for
  • Smaller GTM teams
  • Marketing leadership that desires deep analytics on sentiment and A/B testing experiments

Comments

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