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Groove Connects you to Clients
July 06, 2023

Groove Connects you to Clients

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Groove

Groove connects to my Google Chrome and Salesforce accounts. It tracks my emails so that others in the company can see the history on the client's account and more easily address the client's questions via First Contact Resolution. Also, it links Google Calendar to the client's account so that others can be aware of scheduled calls and provide the necessary information, not overlap scheduling, and confirm time and dates with a client. The Template features an exceptional time saver. I can create Template for myself or share it with my Team or the entire company.
  • The Templates are a great time saver
  • The logged emails to a client's Salesforce account is extremely helpful for historical purposes and ease of information gather for areas of the company that work with the client
  • Grooves Calendar links are extremely helpful for organization and time management
  • I would like to be able to "Label" my Template something other than the Subject Line for easy search in my Template list
  • I would like to be able to save an attachment to a template so that I can save time attaching the same document each time I send the template
  • I would like a pop-up notification or an email when my Groove stops syncing with Google or Salesforce
  • Email tracking
  • Calendar
  • Templates
  • My personal Customer Satisfaction ratings have improved 90% with the ability to see email history from other company employees
I believe that there are small adjustments that can be made to improve efficiency and usage. It is difficult to know when Groove has stopped syncing. I've made appointments and they've not been linked to a client's account because it was not synced. I would like to see a popped up or email when parts or all of Groove are not synced to my other programs such as Google Calendar or Salesforce. Also, I would like to see a bit more user friendly utility with the Templates. It is an efficient way to reach many or single clients that need repetitive information such as Due Dates and Appointment Reminders.

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?

I wasn't involved with the implementation phase

Would you buy Groove, a Clari company again?

Yes

Groove is exceptional when you have multiple departments that overlap with a client; such as Bookkeeping Services & Tax Services. The emails can be read by either Department so that context and history can be reviewed prior to or during a call without asking the client to repeat their concerns or searching for the previous person who spoke to them & vetting information while the client is on hold or having to tell them you'll call back. It makes resolving clients' concerns and requests more timely and efficient in improves First Contact Resolution