Groove for Salesforce Financial Services Cloud

A Must

Flows make it absolutely a breeze. I can pull leads from any number of avenues that we use and then organize that into an email or call flow as well as map out a several day continuous email follow up. This makes client engagement easier without having to remember to follow up and also being able to see how effective different email campaigns are based on percentage of opened and/or returned.

Groove Flow is an Absolute Must when working with Salesforce

I love this solution because it shows me my sales analytics in real time directly on the pages I'm working in. Gmail, Salesforce, etc.. The Integration is flawless and I don't know if I could do my work without Groove.

Time saver!

This program has definitely helped improve my efficacy in my day to day tasks. For sales, doing prospecting and campaigns, is not time consuming at all

Groove is Groovy

I'm not the worlds biggest power-user of Groove, but for what I do use it for it's pretty fantastic. In my role, and for day-to-day, I'm looking for tools that enhance my workflows, streamline my communications, and deal with the "little things" that can easily consume many hours each day -- tools such as Groove! Groove helps to increase my productivity and aligns the details of my interactions with customers with the rest of my team. My favorite feature is the 'shared calendar' for Google GMail -- this allows customers to select times from my calendar and I don't have to try and coordinate all of our stakeholders -- just find a time and schedule it!

I Enjoy Groove With Salesforce

I like how Groove helps to incorporate everything into one. Groove runs very smoothly with salesforce, they are a great pair.

Levelling up is easy with Groove

Groove has exponentially increased my productivity and helped me to prioritise and synchronise my work-flow. I particularly love how it allows me to track engagement and pivot to new styles of out-reaches when current ones are ineffective. Another great feature is how I can share templates with team members. Sharing best practices makes our business more effective. This solution is also user friendly and the integration with Salesforce and Gmail makes it an essential piece of the puzzle in having an extremely effective customer engagement tool!

Groove works smooth with Salesforce

The Groove and Salesforce integration is so simple and user friendly. Uploading contacts into a groove flow can be down in a flash allowing you to start prospecting quickly. Once you complete a number of templates you can share them with your team allowing the entire sales organization to get the correct message to prospects.

Awesome experience

Groove has been a life saver for mass/cold emailers and I have been extensively using it for building my sales pipeline. I like the open rate functionality especially where I can sort with the number of open rate of a flow of emails. Something to improve on maybe a little more quicker option of email execution

Groove is necessary!

Groove is essential in my workflow and helps me to monitor communication with customers. I enjoy the ability to share templates, favorite templates, use templates in my email.

Game changing tool for our teams!

Groove has been a fantastic addition for our Sales, Customer Success and Marketing teams! The ease of use and integration to both Gmail and Salesforce has made it the perfect customer engagement tool for our company. We love the tracking aspect from both a sales and CS perspective to know who and when emails have been opened and the integration make email templates and email logging so easy! I would definitely recommend Groove for anyone that has a lot of client/ customer interaction as it has made our day to day so much easier!