Groove

Groove

Sales automation solution for Salesforce & Gmail users

4.8/5 (85 reviews)

Groove Overview

Groove is a cloud-based sales engagement software designed for account-based sales teams who use Gmail and Salesforce. The platform synchronizes data between users’ CRM and email systems, and includes tools for prioritizing accounts, automating campaigns, tracking emails, scheduling meetings, analyzing performance, and more.

Groove’s native integration with Salesforce enables the automatic sync of data including inbound and outbound emails, and meetings. Reps can be allowed to choose which meetings and emails to sync, and custom data fields are supported. Groove’s sidebar allows users to view and edit records in Salesforce directly from within their email inbox. The sidebar can be configured to display the most relevant Salesforce fields and objects to reps. Two-way integration enables the editing of cases and opportunities, and the creation of new contacts, leads, and accounts.

Groove Flow is a campaign automation tool which allows users to create custom campaigns (or Flows) with multiple steps to help reps make calls and send personalized emails at scale. Call scripts and emails can be saved as templates, and sent emails can be tracked. Campaign analytics give users insight into which Flows are working well, and which may need some adjustment. Groove also offers a meeting scheduler, follow-up reminders, sales analytics, an optional click-to-call dialer, and more.

Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

Groove Reviews

Overall rating
4.8/5
99% positive reviews
67
Excellent
17
Very good
1
Average
0
Poor
0
Terrible
Danny T.

Do More With Less

Used Daily for 2+ years
Reviewed on 2019/02/05
Review Source: Capterra

Significantly less manual work to manage a large pipeline of leads and opportunities. My team can focus on getting people on the phone and turning a No into a Yes while Groove takes care of all the pipeline management and messaging in the background. The integration into SalesForce and Gmail is also incredible too and we really leverage the tools like the message and link tracking to have the best timing on when we call customers. It's a great feeling to get the customer on the phone at the perfect time because we were able to see when they were engaging with our messages.

Pros

With Groove, leads are automatically put into the correct lines of custom messaging that makes guiding a customer through the buyer's journey easy. Before integrating the tool, my team had an extremely difficult time juggling 150+ leads/month coming from various industries and requiring custom lines of messaging. It seemed we were always playing catch-up and never playing from ahead. Now our team can cover significantly more ground and make more sales because Groove has finally automated manual work that should have been gone years ago.

Cons

I run into formatting issues with my templates that can cause major headaches. I'll spend 15 minutes touching up a flow after reviewing the analytics tab. Often times towards the end, I'll adjust one thing, like italisize a sentence, and some crazy formatting bug will ruin the whole thing and change all the spacing and formatting. And it won't let me undo it. It's difficult to describe, but basically, your formatting occasionally goes haywire all the sudden and 1 little adjustment screws up the whole thing. So then I do all the edits over from scratch...

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Bryce B.

Easy Quick Scheduling

Used Daily for 1+ year
Reviewed on 2018/07/31
Review Source: Capterra

Very good.

Pros

I use the "Book A Meeting WIth Me" features daily to eliminate the typical back and forth associated with trying to find a demo time with my prospects. Rather than "what day and time will be best for you to have a call" followed by "is 10:30 am or 1:30 pm better", etc. Instead, I simply use groove to add a link to my email where they can see my availability and book an appointment when it's convenient for both of us. In addition, if I need another team member on the call I can add them to the invite and Groove will coordinate our schedules and only offer my prospect times where both of us are available. It eliminates all the back and worth and as a software company helps us look even more cutting edge.

Cons

The only complaint I would have is when I have it turned on in my gmail it covers up a portion of my email window where attachement typically show up. This leaves me guessing whether the attachement is there or requires me to close the Groove tool bar so i can see the attachment.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Jacob G.

Groove offers many functionalities

Used Daily for 2+ years
Reviewed on 2019/05/23
Review Source: Capterra

Pros

Groove allows my entire organization to log and track emails coming in and out. Since most users do not have a full Salesforce licencse in our organization and rarely even login to the databse, Groove offers an inexpensive solution for those several hundred users to still engage our constituents right from their email accounts. It's easy to use and set up.
It also offers a lot more functionality than my organization currently takes advantage of, like click-to-call straight from gmail, scheduling email flows (with just the right amount of human intervention), and a simple user-management.

Cons

Groove updates a lot (as Gmail and Salesforce update) so it is necessary to refresh your page several times a week. I don't personally see this as much of a hindrance but non tech-savvy users can sometimes get frustrated by this "inconvenience."

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Macylyna N.

Groove

Used Daily for 1+ year
Reviewed on 2019/04/30
Review Source: Capterra

Groove has made it possible for us to communicate in real time through fast mass sharing of emails.

Pros

Groove is a tool that is being used across the entire institution. It has helped us in matters emailing. One of the things i like the most about it is that it saves on time when it comes to mass we mailing. By just a click of a button you can send emails to a large number of individuals.
Groove has also help up in email scheduling. With it you area able to know the individuals who are most likely to reply your mails hence you reach to them first.
With groove you are able to track the emails . It help you see who downloaded the mail and the location it was downloaded from.

Cons

The templates are hard to use especially for new user.
Its mobility is limited given that it lacks a mobile app.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10

Great solution for sales teams

Used Daily for 1+ year
Reviewed on 2018/09/28
Review Source: Capterra

Pros

I love the ease easily being able to pull templates and leverage stats on the success of them. The flow feature is one of my favorites, being able to add a prospect into a cadence and not have to worry about them falling through the cracks. If they respond - they automatically get pulled from the flow which is great.

I also like the reminder feature. There are times during the day you are firing off messages, and the reminder feature allows those emails to come to the top of your inbox after a day or week, or even month, if they do not respond. It helps me stay on top of my leads.

Cons

The user experience in the flows is sometimes a challenge. It is not as clean as I'd like it to be, but I believe there is a new beta version that will help in cleaning that up.

Rating breakdown

Ease of Use

Likelihood to recommend

7.0/10

Groove Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Pricing is tailored based on team requirements.
Standard Package: Groove Core
Optional Upgrade: Unlimited Groove Flow
Optional Add-on: Groove Dialer

Groove Features

  • Activity Tracking
  • CRM Integration
  • Email Integration
  • Real Time Data
  • Reporting & Statistics
  • Sales Analytics

  • API
  • Activity Dashboard
  • Automatic Notifications
  • Collaboration Tools
  • Contact Database
  • Customizable Templates
  • Data Import/Export
  • Lead Capture
  • Lead Management
  • Monitoring
  • Sales Reporting
  • Sales Tracking
  • Search Functionality
  • Third Party Integration

Additional information for Groove

Key features of Groove

  • Account analytics
  • Account prioritization
  • Account-based engagement scores
  • Account-based tools
  • Actionable analytics
  • Activity log
  • Auto-call logging
  • Automatic import of new leads
  • Call stats
  • Campaign analytics
  • Click-to-dial
  • Configurable views
  • Custom data collection
  • Custom multi-step campaigns
  • Dialer add-on
  • Email & calendar sync
  • Email & call script templates
  • Email tracking
  • Follow-up reminders
  • Gmail integration
  • Real-time data sync
  • Real-time insights
  • Sales analytics
  • Sales productivity tools
  • Salesforce integration
  • Scheduled emails
  • Task management

Benefits

  • Inbound and outbound emails are automatically logged in Salesforce, and calendar sync ensures that all meetings, including custom fields, are recorded.

  • The Groove sidebar allows users to access their Salesforce records from within their email inbox, with the ability to update cases and opportunities, and create new contacts, leads, and accounts.

  • Custom multi-step campaigns can be created to help users make calls and send personalized emails at scale, and analytics give users insight into which campaigns are working best.

  • The optional Groove dialer provides click-to-call functionality with Salesforce, Gmail, or campaign flows, and calls are automatically logged in Salesforce contact histories.

  • Follow-up reminders can be created when calls are made or emails sent, and emails can be scheduled to send at the most appropriate times for prospects.

  • Groove FAQs

    Below are some frequently asked questions for Groove.

    Q. What type of pricing plans does Groove offer?

    Groove offers the following pricing plans:

    Pricing model: Subscription

    Free Trial: Available

    Pricing is tailored based on team requirements.
    Standard Package: Groove Core
    Optional Upgrade: Unlimited Groove Flow
    Optional Add-on: Groove Dialer

    Q. What are the main features of Groove?

    Groove offers the following features:

    • Account analytics
    • Account prioritization
    • Account-based engagement scores
    • Account-based tools
    • Actionable analytics
    • Activity log
    • Auto-call logging
    • Automatic import of new leads
    • Call stats
    • Campaign analytics
    • Click-to-dial
    • Configurable views
    • Custom data collection
    • Custom multi-step campaigns
    • Dialer add-on
    • Email & calendar sync
    • Email & call script templates
    • Email tracking
    • Follow-up reminders
    • Gmail integration
    • Real-time data sync
    • Real-time insights
    • Sales analytics
    • Sales productivity tools
    • Salesforce integration
    • Scheduled emails
    • Task management

    Q. Who are the typical users of Groove?

    Groove has the following typical customers:

    Large Enterprises, Mid Size Business, Small Business

    Q. What languages does Groove support?

    Groove supports the following languages:

    English

    Q. What type of pricing plans does Groove offer?

    Groove has the following pricing plans:

    Subscription

    Q. Does Groove support mobile devices?

    We do not have any information about what devices Groove supports

    Q. What other apps does Groove integrate with?

    Groove integrates with the following applications:

    CloudTalk, ExecVision, ForceManager, Gmail, Gong.io, LinkedIn, Salesforce Sales Cloud

    Q. What level of support does Groove offer?

    Groove offers the following support options:

    Knowledge Base, Online Support