Slaesforce FAQ

how to use groove salesforce

by Haleigh Hilpert Published 2 years ago Updated 1 year ago
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Using a Salesforce Service Account.

  • Navigate to the My Org section of Manage My Org.
  • We recommend to use a dedicated account with the user name groove@<yourdomain> rather than the account of a real user in order to avoid confusion. In ...
  • Click on Connect Service Account (Make sure you are not currently signed into Salesforce in another tab)
  • Sign in to your dedicated account.
  • IMPORTANT: it is vital for Groove sync that this account remains activated and its connected apps permissions remain active. If you disable this ...

Part of a video titled Groove Sales Engagement Platform Overview - YouTube
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The most important calls first and automatically logging your transcripts to salesforce. You canMoreThe most important calls first and automatically logging your transcripts to salesforce. You can also use groov flows to send personalized email sequences and stay in front of hundreds of accounts.

Full Answer

What does Groove do in Salesforce?

What is Groove? Groove is a sales productivity platform that enables revenue leaders to boost revenue-per-rep across every division of the enterprise. Groove automates administrative tasks and makes Salesforce easy to access and update from everywhere a seller works – in the office, at home, or on the road.

Is groove part of Salesforce?

Groove is the first sales engagement platform built for Salesforce Financial Services Cloud.

Is groove a CRM?

Free CRM System Well, look no further! Groove.cm will answer all your needs as an Online Marketer! Take Advantage of this Opportunity to get your Free Groove CRM account HERE!

What is Groove sales enablement?

Groove is a sales productivity platform that enables revenue leaders to increase dollars per rep across every division of the Enterprise.

How do you use groove?

0:2412:40What is Groove Music and How to use it - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd you will see all of the music you have inside your music folder it automatically by defaultMoreAnd you will see all of the music you have inside your music folder it automatically by default finds music that is in your music folder on windows 10..

What is groove application?

Windows 10. Microsoft Groove Music is brand new for Windows 10. Add your MP3s to OneDrive and you can use the Groove Music app to play your songs on other devices, too—PCs, Windows Phone, and Xbox—for free.

How much does groove cost?

Groove does not offer pricing online, instead you have to get a demo or quote to get access to pricing. Online comments suggest that starter pricing is $12/user/month, while business is $22....Groove.co vs FunnelFLARE pricing.Cost per user$45/moBy custom quote onlyContract TermsMonthly or Yearly???1 more row•Jan 17, 2022

What is groove extension?

Built for the needs of full-cycle sellers, Groove automates non-sales activities so that reps can spend more time building relationships and generating revenue. On average, Groove gives revenue teams 20% of their time back to focus on higher-value activities.

What are groove funnels?

GrooveFunnels is a complete suite of marketing tools designed to help you build sales funnels and websites (i.e., landing pages) and for selling products online.

How much does Groovefunnels cost?

Right now, Groove is FREE and costs you $0 to get started. There's NO free 7, 14 or 30 day trial. It's completely free and NO credit card required unlike most trials. Your free account gives you access to all apps so you can test drive a bit of each app (but there are feature limits in place).

Is groove a good company?

Is Groove a good company to work for? Groove has an overall rating of 4.7 out of 5, based on over 54 reviews left anonymously by employees. 100% of employees would recommend working at Groove to a friend and 91% have a positive outlook for the business. This rating has decreased by -4% over the last 12 months.

What is Groove HQ?

Groove is the shared inbox for small businesses looking for an alternative to Email. Organize all your support emails in one place, route them to the right people, and get more work done as a team. Start for free.

Get the Most out of Salesforce with Groove Insights

Groove Insights is an advanced reporting suite for Salesforce that can be installed

What's Included in Groove Insights?

Groove Insights is a compilation of key Salesforce reports, dashboards, and fields that help capture and display engagement data as well as provide you with critical insights into your revenue operations that aren’t limited to Groove activity and engagement data.

Featured Reports

Top active new business accounts with open opportunities sorted by contact engagement over the last 30 days. Showcases which accounts are most active and engaged so you can focus on your hottest opportunities first.

How do I install Groove Insights?

Groove Insights is delivered as an “unmanaged package” for Salesforce that can be installed with a single click. Once installed by your Salesforce Administrator, you can fully customize and/or modify the standard reports to align with your unique business needs.

Requirements for Groove Insights

API Naming Conflicts: Salesforce does not allow any API naming conflicts between your existing instance and a new Unmanaged package, so you will need to work with your Account executive or Customer Success Manager to ensure a smooth and seamless installation. Typically, we export your existing data and re-import it after the Salesforce upgrade.

Install

To add the integration to your Groove account go to Settings > Integrations (beta) and click Connect for the Salesforce integration. Within the newly opened modal click the button to Install App.

Uninstall

To uninstall the Salesforce integration, simply to back to Settings > Integrations (beta), click on Configure, and click Uninstall App.

Task Data

Groove installs some of these fields when you install our managed package in Salesforce, but you can also add additional fields to populate even more data on your team's efforts back to Salesforce.

Custom Task Data

The fields below need to be created as custom fields on the Activity object in Salesforce before this information will start populating there:

What is groove Salesforce?

Groove is the leading sales engagement platform for enterprises using Salesforce, specializing in ease-of-use, ease-of-administration, and cross-team collaboration. Built for the needs of full-cycle sellers, Groove automates non-sales activities so that reps can spend more time building relationships and generating revenue. Groove’s Salesforce-native architecture ensures more accurate reporting and forecasting, lower compliance risk with global privacy laws, and streamlined administration.

How to boost meeting rates?

Significantly boost your meeting rates by reducing your speed-to-lead down to seconds.

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Table of Contents

Prerequisites

  1. An active Salesforce account.
  2. An active work E-Mail.
  3. An active Groove account.
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Introduction to Groove

  • Groove is a leading Sales Engagement platform for both the Inbound and Outbound Sales teams and helps in cross-team collaboration. Groove help enterprises automate the non Sales activities so that teams can spend more time planning business strategies, Marketing, and building relationships with customers. Groove also offers professional services that help companies boo…
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Introduction to Salesforce

  • Salesforce is a popular Cloud-based Customer Relationship Management(CRM) platform that focuses on optimizing business operations such as Sales, Marketing, and others. It provides a centralized platform for tracking and managing your data related to Marketing Campaigns and automates the workflow. Salesforce helps users manage customer support. The main objective …
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Benefits of Groove Salesforce Integration

  • Groove Salesforce Integration helps companies track E-Mails response activities and sync all the data in Salesforce. There are few more benefits of Groove Salesforce Integration listed below: 1. Groove Salesforce Integration enables automatic E-Mail sync for all outbound and inbound E-Mails. The E-Mails will automatically be logged back to the correct lead, contact, account, opport…
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Conclusion

  • In this article, you learnt about the steps to set up Groove Salesforce Integration and its benefits. You also read how the Groove Salesforce Integration helps companies and individuals optimize their workflow. The integration allows users to sync all the E-Mail data and avoid regular checking up or manual exporting of E-Mails to Salesforce. Groove help users automate their non-sales act…
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