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
“Groove’s ease of use is far superior to the competition.
I've had the opportunity to use a number of these email automation
and cadence tools and could not be more impressed by Groove.”
Why Choose Groove?
Easy to Use
Give users 20% of their time back to use for higher-value activities.
Easy to Manage
Reduce administrative overhead by 90% with Groove’s native Salesforce integration.
Built for Teams
Align cross-functional workflows and drive more revenue with a platform users will love.
New! Groove for Salesforce Financial Services Cloud
Introducing the first sales engagement platform for companies using Salesforce Financial Services Cloud
- Deliver personalized advice across any channel or device, surfacing real-time CRM information in the Inbox
- Instantly log emails, calls, SMS messages and LinkedIn correspondence to custom objects and industry-specific workflows
- Automate multi-channel flows around loan disbursement programs, mortgage lending, and other common workflows
- Get real-time visibility into activity levels and outcomes in Salesforce
- Realize time-to-value quickly, without a heavy lift from your IT team
“I have been using Groove for over a year now AND LOVE IT! The 2,500 users I support love it too. It’s a great tool for anyone looking to integrate Salesforce and their email.”