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Groove for Salesforce Financial Services Cloud
Sales Engagement and Revenue Intelligence Platform
Overview
Groove is the only sales engagement platform that works seamlessly with Salesforce Financial Services Cloud. Groove increases seller productivity, drives Salesforce adoption and provides key insights so leaders know what’s driving their business.
See How Groove for Salesforce Financial Services Cloud Works
Build lasting relationships, remotely or in-person Enable sellers to effectively manage relationships from anywhere. Surface real-time CRM data in the inbox, so relationship managers and advisors can deliver custom wealth management advice at scale.
Realize time-to-value fast without a heavy IT lift Align with industry workflows out-of-the-box, saving months of dev time. The only platform built to work with Salesforce Financial Services Cloud, Groove logs to custom objects and logs call reports.
Keep sensitive client data secure Keep sensitive client data secure in Salesforce. Maintain one system of record and eliminate the need to sync PII with a third-party database. Groove complies with global privacy laws, including SOC-2 GDPR and CCPA.
Groove is a market-leading sales engagement platform that enables sales leaders to execute their strategy in a smart, adaptive way. With Groove, revenue leaders can use automation to do more with less, driving greater efficiency and effectiveness across the customer lifecycle. Groove enables more than 75,000 users at ADP, Google, Uber, iHeartMedia, Capital One, and other large enterprises to be more efficient and effective. Groove has ranked #1 in enterprise customer satisfaction on G2 for four consecutive years and has been named one of the Inc. 5000 fastest-growing privately held companies in the U.S. since 2020. Instantly log emails, calls, SMS, call reports and LinkedIn messages to custom objects. Automate time-consuming tasks, including follow-ups and scheduling. Automate multi-channel flows for inbound leads, loan disbursement, mortgage lending, and other common workflows Surface real-time CRM data in the Inbox, letting sellers access, search and update Salesforce from anywhere Real-time visibility into activity levels and outcomes in Salesforce Realize time-to-value quickly, without a heavy lift from IT www.groove.co
Categories
- Business Needs
- Document Generation
- FeaturesLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.
- Lightning Ready