Say goodbye to the sketchy shadow database life...
May 22, 2023
Say goodbye to the sketchy shadow database life...
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
Do you think Groove by Clari delivers good value for the price?
Yes
Are you happy with Groove by Clari's feature set?
Yes
Did Groove by Clari live up to sales and marketing promises?
Yes
Did implementation of Groove by Clari go as expected?
Yes
Would you buy Groove by Clari again?
Yes
Comments
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