Sales Engagement Platform

Real-Time, Accurate Revenue Intelligence

Work smarter. Crush harder. Leverage real-time performance and trend data to optimize activities based on what’s working and what’s not.

Sales Engagement Platform - Revenue Intelligence

“High-performing sales teams are 1.5 times more likely
to base forecasts on data-driven insights.”

Salesforce State of Sales Report 2020
Email Sync & Tracking

Activity Log

Optimize the efforts of your revenue teams with real-time insights into activities as they are completed.

  • Quickly see a breakdown of all calls, emails, tasks, automated actions, and more
  • Drill down into activity details to troubleshoot and narrow down the source of any issues
  • Easily filter the list by activity status, activity type, user or Flow
sales engagement platform - template performance

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
sales call and email stats

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
revenue intelligence - account-based engagement

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
accurate salesforce reporting - sales engagement platform

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
Groove Insights Feature for Salesforce Reports

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.”

Caroline HoltEVP of Revenue Enablement

Ready to supercharge your Salesforce?