Drive More Revenue with a Sales Engagement Platform Your Team will Love
Accelerate sales productivity and build lasting relationships in a digital-first world
Groove is the sales engagement platform of choice for enterprise financial services companies
Groove is the first sales engagement platform that has been tailored to meet the specific needs of the financial services industry. Banks and wealth management advisors can quickly realize time-to-value, without a heavy lift from their IT team. Groove’s unique architecture is also highly secure and ensures that sensitive client data is never stored outside of Salesforce.
“With Groove, our sales teams can access real-time account history and update Salesforce without leaving their inboxes, which saves them time and increases their effectiveness.”
Groove Sales Engagement Platform
Groove enables financial services organizations to automate time-consuming tasks so revenue teams can spend more time building lasting relationships and generating revenue.
Track Emails, Calls, Meetings, and Activities
Automate Meeting Scheduling
Auto-Dial and Log Calls to Salesforce
Send Multi-Touch, Multi-Channel Campaigns
Standardize Email and Call Scripts; Guide Selling
Streamline Workflows and Prioritize Tasks
Search and Update Salesforce from your Inbox
Research on LinkedIn from your Inbox
Real-Time Visibility into Activities, Accounts, and Pipeline Health