Groove Software

4.77 / 5 (81)

About Groove


Groove is a cloud-based customer relationship management solution designed for sales teams in businesses of all sizes, across various industries. The solution allows sales personnel to communicate with their sales accounts and track results. Various features such as Salesforce-integration, email calendars, email tracking, a meeting scheduler, campaign automation, sales analytics and dialer are offered by Groove.

Additionally, Groove features targeted campaigns that allow users to plan and execute outreach to accounts. Multi-step campaigns help sales reps send personalized emails to various clients. Additionally, account-based sales tools users view targeted account details along with account-specific engagement data. Further, users can assign labels and start to specific accounts.

Integration with Salesforce enables users to view Salesforce records and create new leads, contacts and accounts using Groove sidebar.

           

Groove is priced on a pay as you go basis. Support is provided via email, a knowledge base, videos, online helpdesk, live chat and over the phone.



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Supported Operating System(s):

Windows XP, Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

81 Reviews of Groove

Average User Ratings

Overall

4.77 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(63)

4 stars

(17)

3 stars

(1)

2 stars

(0)

1 stars

(0)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 81 reviews

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February 2019

Danny from Matterport

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2019

Do More With Less

Significantly less manual work to manage a large pipeline of leads and opportunities. My team can focus on getting people on the phone and turning a No into a Yes while Groove takes care of all the pipeline management and messaging in the background. The integration into SalesForce and Gmail is also incredible too and we really leverage the tools like the message and link tracking to have the best timing on when we call customers. It's a great feeling to get the customer on the phone at the perfect time because we were able to see when they were engaging with our messages.

Pros

With Groove, leads are automatically put into the correct lines of custom messaging that makes guiding a customer through the buyer's journey easy. Before integrating the tool, my team had an extremely difficult time juggling 150+ leads/month coming from various industries and requiring custom lines of messaging. It seemed we were always playing catch-up and never playing from ahead. Now our team can cover significantly more ground and make more sales because Groove has finally automated manual work that should have been gone years ago.

Cons

I run into formatting issues with my templates that can cause major headaches. I'll spend 15 minutes touching up a flow after reviewing the analytics tab. Often times towards the end, I'll adjust one thing, like italisize a sentence, and some crazy formatting bug will ruin the whole thing and change all the spacing and formatting. And it won't let me undo it. It's difficult to describe, but basically, your formatting occasionally goes haywire all the sudden and 1 little adjustment screws up the whole thing. So then I do all the edits over from scratch...

July 2018

Bryce from ObservePoint

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

July 2018

Easy Quick Scheduling

Very good.

Pros

I use the "Book A Meeting WIth Me" features daily to eliminate the typical back and forth associated with trying to find a demo time with my prospects. Rather than "what day and time will be best for you to have a call" followed by "is 10:30 am or 1:30 pm better", etc. Instead, I simply use groove to add a link to my email where they can see my availability and book an appointment when it's convenient for both of us. In addition, if I need another team member on the call I can add them to the invite and Groove will coordinate our schedules and only offer my prospect times where both of us are available. It eliminates all the back and worth and as a software company helps us look even more cutting edge.

Cons

The only complaint I would have is when I have it turned on in my gmail it covers up a portion of my email window where attachement typically show up. This leaves me guessing whether the attachement is there or requires me to close the Groove tool bar so i can see the attachment.

September 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4.0

Functionality

5.0

September 2018

Great solution for sales teams

Pros

I love the ease easily being able to pull templates and leverage stats on the success of them. The flow feature is one of my favorites, being able to add a prospect into a cadence and not have to worry about them falling through the cracks. If they respond - they automatically get pulled from the flow which is great.

I also like the reminder feature. There are times during the day you are firing off messages, and the reminder feature allows those emails to come to the top of your inbox after a day or week, or even month, if they do not respond. It helps me stay on top of my leads.

Cons

The user experience in the flows is sometimes a challenge. It is not as clean as I'd like it to be, but I believe there is a new beta version that will help in cleaning that up.

July 2018

Jacob from Goshen College

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4.0

Customer support

5.0

Functionality

4.0

July 2018

Jacob from Goshen College

The two times we’ve had questions, we have gotten almost immediate responses from you all. Thanks so much!

Pros

The email tracking feature is what our office uses the most. I and a colleague helped the rest of our office set up their meetings calendars, which really excited everyone!
Obviously, the auto-logging feature with Salesforce cuts a lot of time for us and is the main reason we started partnering with Groove in the first place...

Cons

I know Groove has many more cool capabilities but I just haven’t had the time to explore them further. I am curious to know how Groove can continue to complement us when we change over to the Lightning Experience?

February 2019

Tony from Uber

Company Size: 10,000+ employees

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

February 2019

Best in Class Service for Email Campaigns

It has streamlined email tracking for overall performance metrics for our sales ops team, and for me personally it has been a very user-friendly service that keeps me on track and allows me to focus on my core responsibilities and not administrative tasks.

Pros

Working in sales for 8+ years, I've used several services at different companies and I have found Groove to be the easiest and most efficient for tracking and sending email campaigns.

I also really like the calendar/scheduler link format which works great for booking meetings on short notice.

Cons

I have not had any issues in the past 2 years using the service

February 2019

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2019

Feature-rich email sync app

This is not necessarily a business problem, but Groove allows users to bypass having to login to Salesforce at all, if the user primarily communicates with their Contacts via email and the Contact record is also found in Salesforce.

Pros

It's hard to pick one thing as the best, but by a small margin, our users like the email tracking feature.

Cons

As a nonprofit, it would be helpful if Groove could leverage the additional email address and phone number fields available in the Salesforce NPSP. Groove is limited to just the standard fields.

August 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Functionality

3.0

August 2018

great add-on for customer facing roles

Groove helps me remember about conversations and follow ups I need to do that I would otherwise forget about. It keeps management and my peers aware of every interaction as emails are logged into Salesforce and helps my customers schedule a conversation with me through the calendar scheduler.

Pros

The best feature for me was the ability to easily set up reminders for emails that are not getting an answer. The calendar scheduler, record of emails to Salesforce and scheduling emails and flows are all very easily configured and used.

Cons

Although very easy to use and learn, some minor UX details, like having to do 3-4 clicks to select a custom time for the reminders, are a bit annoying.

July 2018

Miranda from Sweeten

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Customer support

5.0

Functionality

3.0

July 2018

Groove filled in the gaps where Sales Force lapsed

Very positive. I have had at least 4 or 5 calls with Sage and he is always helpful and open to our feedback about how their features work with our dual sided market

Pros

Groove helped our dual sided market place connect our data with our 2 different types of clients and allow us to use merge fields and email tracking. I dont know what I would do with out the live updates of our sales outreach.

Cons

CVC import is difficult to use. The Flow interface is not always intuitive. I also wish the sales force reports were dynamic with flows. For example if the the report changes, the flow recipients' should change with the update.

July 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Customer support

5.0

Functionality

4.0

July 2018

Great tool for streamlining customer onboarding

Groove has been awesome for us! Great customer service as well.

Pros

Groove has simplified scheduling with a high volume of customers. Plus it's awesome that it integrates with many of the other tools we use for automation and CRM. Cuts out the hassle of back-and-forth communication with customers in order to find a time that works for everyone.

Cons

There are some current scheduling limitations/design flaws when it comes to creating buffers between meetings-- it is difficult to schedule calls that start at the top or middle of an hour while allowing for a 10+ minute buffer.

July 2018

Nicole from BBVA Compass

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

July 2018

Great Tool

I have't had any issues with Groove.

Pros

I love the email tracking. It's always a plus to know when your email has been opened or read. I also love the fact that I can set a reminder on the actual email.

Cons

I wish that we could send multiple personalized emails to clients. For example, I would like to say Good Morning Mr. or Mrs. XYZ but have the body of the email verbiage remain the same. There are times we need to send 20 emails to customers all at once but do not want to have all of the email addresses visible to other clients.

August 2018

Sam from Yello.co

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Functionality

5.0

August 2018

Game changing tool

I am a huge proponent of Groove. It makes my life easier and helps my organization maximize value from our investment in Salesforce.

Pros

I absolutely love Groove and it's ability to power my sales engagement. The integration with Gmail and Salesforce are seamless. It works like a charm.

Cons

I have no complaints about this software and would recommend it for any organization that uses Salesforce.

February 2019

Chad from Updater

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2019

Very happy with Groove

Onboarding has been smooth and the product does what you need and more.

Pros

We needed a tool to track all of our emails from Gmail to SFDC as well as standard templates. Groove has done that and more. I also like it's ability to measure engagement at the account level. An added plus is the email flows. Our teams have been fairly creative. We also use the calendar scheduling feature.

Cons

I would like to have the engagement score visible in SFDC so I can score off of it. It's crazy that you can't access it.

October 2018

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5.0

Functionality

5.0