Product Overview of Groove
Groove, now integrated into Clari’s Revenue Platform, is a comprehensive sales engagement and prospecting solution designed to enhance and streamline the entire revenue process. Here’s a detailed look at what Groove does and its key features:
What Groove Does
Groove is a sales productivity platform that supports sales engagement activities across the end-to-end revenue process. It aims to provide everything a sales representative needs to nurture deals efficiently, from initial contact to closure. By integrating seamlessly with Salesforce and other critical tools, Groove ensures that all revenue-critical actions and tasks are managed in real-time, directly within the workflows where sales reps operate.
Key Features and Functionality
Seamless Workflow Automation
Groove automates administrative tasks and updates Salesforce in real-time, allowing sellers to work efficiently from their email, calendar, CRM, or mobile devices. This automation reduces the burden on sales reps, enabling them to focus more on selling.
Personalized Engagement Strategies
Groove allows users to tailor their engagement strategies to every segment, role, and product line. It supports personalized multi-step Flows across various channels such as email, SMS, LinkedIn, calls, and more. This customization ensures that the engagement strategy aligns perfectly with the unique needs of the target audience.
Integrated Sales Actions
With Groove, managers can create tasks and reps can execute follow-up actions directly from the inspection workflow. It integrates with Clari’s Copilot and RevAI products to analyze calls, provide instant summaries, and automate actions, making reps more productive. Groove also supports new action types like Tasks or Form actions to improve data hygiene and adherence to sales methodologies.
Real-Time Revenue Insights
Groove provides real-time revenue insights and suggested actions across every revenue workflow. It integrates with Clari’s analytics engine, which pulls data from various tools including CRM, calendars, email, files, and social systems. This integration enables sales reps to better quantify the quality of opportunities and the progress of leads.
Automated Follow-Up and Outreach
Groove scales prospecting and automates follow-up with personalized multi-step Flows. It includes features like a dialer to prioritize customer outreach and the ability to send personalized email sequences through Groove Flows. Additionally, it supports meeting scheduling and activity logging in Salesforce without the need to switch from Microsoft Office or Google Workplace.
Enhanced Collaboration and Data Integrity
Groove eliminates data discrepancies by maintaining Salesforce as the single source of truth. It captures 100% of revenue activity across all channels (email, phone, meetings, direct mail, etc.) and feeds these activity signals into Clari’s revenue intelligence solution for deal inspection. This ensures accurate and reliable reporting on the entire sales funnel.
Advanced Sales Plays and AI-Driven Insights
Groove Plays enable sales leaders to program their strategy and assist sellers in real-time, ensuring they follow their unique playbook. The platform also supports generative AI for sales engagement, suggesting ideal email content based on insights gathered from meetings and conversations. Sales plays can be triggered by updates to any data source, including external data sources like PostgreSQL, Snowflake, and BigQuery.
Summary
Groove is a powerful sales engagement platform that enhances sales performance by automating workflows, providing real-time insights, and ensuring seamless integration with critical sales tools. Its ability to personalize engagement strategies, automate follow-up, and maintain data integrity makes it an indispensable tool for revenue teams aiming to increase pipeline, conversions, and win rates.