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- Email, Calendar & Activity Tracking
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Sales Engagement Platform
Real-Time, Accurate Revenue Intelligence
Groove has the most advanced activity capture in the industry, providing complete transparency between reps and their managers. Groove customers can rely on real-time Salesforce reporting, collaborate on account lists, and run live, interactive pipeline reviews.
“High-performing sales teams are 1.5 times more likely
to base forecasts on data-driven insights.”
Accurate Salesforce Reporting
Groove’s native Salesforce integration ensures access to comprehensive, real-time data.
- Eliminate data latency and ensure one source of truth by maintaining Salesforce as your database of record
- Improve forecasting accuracy by eliminating shadow CRMs and maximizing activity capture
- Export any report as a CSV for use in other reporting systems
Opportunity & Pipeline Management
Collaborate on opportunities, update pipeline, manage accounts, and assign tasks using live Salesforce data.
- Conduct interactive pipeline reviews powered by advanced activity capture and real-time Salesforce data
- Empower sales managers and reps to collaborate in a centralized workspace that automatically updates Salesforce
- Update account status, advance opportunity stages, and record next steps without having to switch back and forth from Salesforce
Advanced Activity Capture
Automatically capture and log all email, calendar, meeting, and LinkedIn activity to Salesforce in real-time.
- Easily control which type of emails, meetings, and other activities are synced and which aren’t
- Capture activities with custom meta-data and associate them with custom objects
- Automatically link activities with the correct leads, contacts, accounts, opportunities, and cases in Salesforce
- Use search and selection functionality to log activities to any record, including custom objects and multiple records
Template Performance
Understand how email templates and call scripts are performing and standardize on top performers to accelerate performance and onboarding.
- View the performance of email templates sent through Gmail, Microsoft 365, and all Flow steps
- Review a wide array of performance metrics, including sent, opened, clicked, and replied
- Drill down into Shared Templates to see which are used the most and by whom
Call and Email Stats
Breakdown how many emails and calls your team are sending and how they are performing.
- Identify the days of the week and times of day with the highest connect rates
- Drill down into each user’s email log to see the emails and contacts with the most engagement
- Track all calls made through Groove Dialer, Flows, Salesforce, Gmail, or Microsoft 365
- View calls with the highest positive conversation rates
Account-Based Engagement
See account-level engagement and drill down to individual response rates.
- See a holistic view of account health, including number of people in Flows, last touch, last interaction, and the amount of effort compared to engagement
- Understand the performance of top accounts and prioritize engagement with Starred Accounts
- Quickly drill down into and search the activity history of any account without logging into Salesforce
- Email, call, or add contacts to a Flow from any Account view
Groove Insights
Optimize and accelerate revenue performance with an advanced suite of pre-built Salesforce reports.
- Add dozens of key Salesforce reports, dashboards, and fields in a single click
- Get a more accurate view of revenue performance by augmenting Salesforce reporting with real-time Groove engagement data
- Empower rev ops with critical insights into key accounts, top-performing activities, and at-risk opportunities.
- Drill down into rep-level performance across accounts and opportunities generated by stage, number of flow step completed on time, the amount and outcome of meetings booked, and more
“With Groove, our AEs, AMs, and SDRs have an extremely intuitive and easy-to-use platform that they love to use every day. After implementing Groove, our Salesforce data hygiene improved overnight.”