Groove Sales Engagement Platform

Groove was built from the ground-up to help revenue teams foster more productive and profitable relationships with prospects and customers. Everything about Groove is centered around improving efficiency, getting actionable insights, and driving revenue.

Account Page

The most comprehensive and flexible sales engagement platform in the market today, Groove can be configured to meet the needs of every organization, division, or team – from sales leaders, AEs, SDRs and sales opps to account management leaders and CSMs.

Email, Calendar & Activity Tracking
Email Integration

Key Features

Email Sync - Automatically log inbound and outbound emails to Salesforce. Easily control which emails are synced and which aren’t.

Calendar Sync - Automatically sync meetings from your calendar to Salesforce, including custom SFDC field values. Configure to only sync certain meeting types.

Advanced Activity Capture - Capture activities in real-time with custom meta-data and associate them with custom objects.

Multi-Channel Campaign Automation

Key Features

Automated Flows - Create multi-step, multi-channel campaigns that can be personalized using any field or attribute in Salesforce. Highly personalized touches can be executed same-day.

A/B Testing - Easily identify which Flows work best and which need fine-tuning. Users can see engagement metrics at both the account and individual level.

Speed to Lead - Automatically import new leads into a Flow and reduce speed-to-lead to seconds, significantly boosting your meeting rates.

Streamline Workflows and Prioritize Tasks

Key Features

Workflow Management - Assign Salesforce tasks to other team members and collaborate on account lists using real-time data from Salesforce.

Actions - Organize all of your workflows in one place where you can easily take action on all due steps for all active messaging Flows.

Spaces - Collaborate on account lists to generate more high-quality opportunities and close more deals.

Access Salesforce® and LinkedIn® from Your Inbox

Key Features

Omnibar in Gmail & Microsoft 365 - View, update, and create Salesforce records right from your inbox. Contact records automatically appear when drafting, selecting, or opening emails.

LinkedIn Integration - Access LinkedIn Sales Navigator and research account and contact details, mutual contacts, and related leads. Send InMail and connection requests directly from multi-step campaigns within Groove.

Manage Flows - Easily view, add, or remove contacts and leads from any active messaging Flows right from the Omnibar.

Omnibar in Groove Application - Access Salesforce data (contacts, accounts, activity history, etc.) while working in the Groove web application.

Auto-Dial and Log Calls to Salesforce
Call Analytics

Key Features

Click-to-Call - Start any call from Gmail, Outlook, Salesforce, or a Flow with Groove Dialer. Say “goodbye” to manual dialing and wrong numbers.

Local Presence Calling - Have all your calls come from numbers with area codes that your prospects will recognize and boost your connect rates by over 50%.

SMS - Send SMS messages from your computer and receive real-time notifications of incoming messages.

Auto-Logging - Automatically log call, transcripts and SMS messages to Salesforce, including call notes, outcomes, and next steps.

Voicemail Drop - Automatically drop pre-recorded messages into voicemail boxes and move onto the next call.

Book More Meetings with Online Scheduler

Key Features

Scheduler Links - Insert customizable Scheduler links while drafting emails in your inbox.

Round Robin Scheduling - Let contacts choose a time with any available member of your team.

Custom Fields - Easily configure Scheduler form fields to pull data from any custom Salesforce field.

Custom Branding - Personalize your Scheduler with your company’s logo and other branding elements.

Website Embed - Add Scheduler to your website so inbound leads and customers can easily book meetings with your team.

Real-Time, Accurate Revenue Intelligence
Performance Tracking Analytics

Key Features

Activity Log - Get real-time insights into activities as they are completed, including calls, emails, and tasks.

Template Performance - Understand how email templates and call scripts are performing and standardize on top performers to accelerate performance and onboarding.

Call and Email Stats - Identify which days of the week and times of the day give your team the highest connect rates.

Account-Based Engagement - See account-level engagement and drill down to individual response rate.

Groove Insights - Optimize and accelerate revenue performance with an advanced suite of pre-built Salesforce reports that augment Groove engagement data to provide critical insights into revenue operations.

Accurate Salesforce Reporting - Because Groove is native to Salesforce, there is no data latency and Salesforce reporting is always accurate.