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Groove Launches the First Sales Engagement Platform for Salesforce Financial Services Cloud

Today, Groove officially launched the first sales engagement platform built for Salesforce’s industry-specific CRM systems, Groove for Salesforce Financial Services Cloud.

According to the Salesforce State of Sales 2020 report, 82% of salespeople in Financial Services say that their digital transformation has accelerated since 2019. The COVID-19 pandemic has further fueled this trend, as banks and wealth management advisors look to quickly transform their old way of doing business into a digital-first world, with fewer in-person meetings, fewer branches, and fewer retail locations.

Twenty of the top twenty Financial Services companies use Salesforce, according to the CRM industry leader. Built on the word’s #1 CRM solution, Salesforce Financial Services Cloud comes out of the box with all the core features of its Sales Cloud, plus new custom fields and objects modeling financial accounts, assets, liabilities, and goals for both individual clients and across entire households. This means advisors no longer have to spend time and money customizing their CRM to speak the language of their firm.

Groove for Salesforce Financial Services Cloud is unique in that it aligns with the custom data model and hundreds of industry-specific workflows in this cloud, so that banks and wealth management advisors can quickly realize time-to-value, without a heavy lift from their IT team. Groove’s unique architecture is also highly secure and ensures that sensitive client data remains in Salesforce as the system of record.

Key capabilities include:

  • Information technology teams can centrally manage an automated system for multi-channel communications around loan disbursement programs, mortgage lending, and other common workflows. Unlike marketing automation systems, all communications can be highly personalized and 1:1 in nature.

  • Relationship managers, advisors, and teams can deliver personalized advice at scale across any channel or device, surfacing real-time CRM information in the inbox.

  • Sales management benefits from real-time visibility into activity levels and outcomes, instantly logging emails, calls, SMS messages, and LinkedIn correspondence to custom objects and industry-specific workflows.

Groove for Salesforce Financial Services Cloud

“Salesforce Financial Services Cloud provides an integrated platform that can be tailored to any financial services organization’s high-touch relationship model,” said Chris Rothstein, co-founder and CEO of Groove. “We are aligned with Salesforce Industry Clouds’ vision to help their customers accelerate digital transformation and realize time-to-value as quickly as possible. This is why we are bringing to market the first sales engagement platform that has been tailored to meet the specific needs of the financial services industry.”

Groove for Salesforce Financial Services Cloud is already in use at a major multi-national bank, helping them accelerate sales productivity and build stronger relationships across their retail and commercial banking operations in the United States.

To learn more, visit the product detail page: Groove for Salesforce Financial Services Cloud.

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