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In the Groove: An Interview with Khris Fenton, VP, Sales Development & Partnerships at WealthEngine

Groove + WealthEngine

Groove recently sat down with Khris Fenton, VP, Sales Development & Partnerships at WealthEngine to learn how his team is using Groove like a “Swiss Army Knife” to seamlessly integrate Outlook with Salesforce, engage with prospects, and drive new business like never before. Check out his responses in the Q&A below and then watch the video for a summary of the key themes.

Why did you choose Groove?

We chose Groove because we need a solution that was going to work across our team, across sales development, account executives, and customer success. And we really needed a seamless experience in Salesforce. That was a platform that we’ve invested in, and we need to make sure that we can leverage that investment to the fullest – and Groove hits the mark there.

Before, we were having a lot of issues working in between two systems with Salesloft and Salesforce. Now, with Groove, everybody’s able to work in a single system, and it follows us everywhere that we work – whether it’s in Outlook, Salesforce, or in the Groove platform.

How does Groove bring value to your organization every day?

Groove makes it really easy for us to trust the data that we see in Salesforce. It’s automatically logging our outbound and inbound emails and really helps us understand what’s working, what’s not, and how we need to shift course from a strategic level by trusting the data versus being able to poke holes in it, as we were in the past.

What kind of impact has Groove had on your organization?

One of the biggest impacts from Groove has been on the new business side, specifically because our team is able to do so much more. They’re not focused on logging activities or setting up tasks in the future. They’re really focused on personalizing and engaging with their prospects. So, from a new business standpoint, we’ve seen a huge uptick in intro calls, pipeline, and ultimately closed new business. So that’s been huge for us.

How is Groove different from other sales tech you’ve used?

I’d say that the main difference between Groove and the other tools that we’ve used on the user side, is that it just works. It’s in the background. It’s not something that you really have to go out of your way to use and that really helped with adoption. On the admin side, same thing. It was super easy to get new users up and running, onboarded, and minimal-to-no maintenance on our side for managing it day-to-day.

What’s your favorite thing about Groove?

I call Groove our “Swiss Army Knife” for our sales team, so it’s really hard to say what the one thing we love the most about Groove is. But, if I were to boil it down to one, it would be the Omnibar. It’s everywhere, and it really helps our team to be able to update opportunities, accounts, and contacts in Salesforce really quickly and easily.

More Customer Stories

Check out the WealthEngine Case study for more details about their use of Groove. If you’d like to read more stories about how we’re helping customers across multiple verticals, we invite you to check out our Customer Success page.

G2 Sales Engagement Software Report Spring 2022

G2 Sales Engagement Software Report

Learn why Groove is leading the pack, and how the top providers are ranked across several criteria, including user satisfaction and placement in G2’s proprietary Grid® Report.

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