Sales Engagement Platform
Streamline Workflows and Prioritize Tasks
Unleash your full potential with collaboration across teams and divisions. Stop collaborating in spreadsheets and start collaborating in a way that automatically syncs to Salesforce. Get organized, collaborate with peers, conduct live pipeline reviews, and assign activities from one easy-to-use, real-time workspace.
“73% of sales teams say collaborating across departments is absolutely critical or very important to their overall sales process.”
Workflow Management
Assign Salesforce tasks to other team members and collaborate on account lists in a visual and interactive environment.
- Complete actions and add contacts to Flows right from Gmail or Microsoft 365
- Collaborate within teams and across departments with collaborative spaces that bring in real-time Salesforce data
- Assign tasks to each other as reminders to reach out to important prospects.
Actions
Organize all of your workflows in one place where you can easily take action on all due steps for all active messaging Flows.
- View, prioritize, and act on all due Flow steps, Workflow steps, and Salesforce tasks from wherever you’re working
- Access Actions from the inbox, Salesforce, or the Groove App
- Filter Actions based on Flow types, Tasks, time zone, due dates, target accounts, and more
- Search across actions by Flow name, company, contact, or lead
Groove Spaces
Collaborate on account lists and opportunities to accelerate deal cycles and close more revenue.
- Leverage real-time collaborative spaces for pipeline reviews, AE/SDR account list collaboration, account-based marketing programs, and more
- Easily see where each account is in the sales cycle and the amount of effort versus engagement
- Customize Spaces with data from standard and custom Salesforce fields
- Assign Account tasks for yourself or other team members
"We use Groove to collaborate, communicate, and sync on activity in user accounts and prospect accounts."