Conga Grid is a productivity tool within Salesforce that allows users to view, sort, and manage data batches from a single screen. It helps users to find and manage the information and insights needed with fewer clicks and less screen switching. Conga Grid helps its users to save time, improve data quality, get a clear view into needed data, and create a more productive workplace in Salesforce to drive growth across the organization. …
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Groove, a Clari company
Score 6.2 out of 10
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Groove is a sales engagement platform that enables sales leaders to execute their strategy in a smarter and more adaptive way. With Groove, revenue leaders can use automation to do more with less, with the goal of driving greater efficiency and effectiveness across the customer lifecycle. Groove states they enable more than 75,000 users at ADP, Google, Uber, iHeartMedia, Capital One, and other large enterprises.
If a user has to perform a specific update over many records, don't use a List view... use Grid. It allows users to quickly track their work, set additional formatting preferences and avoid constantly tracking work outside of Salesforce which leads data discrepencies and errors.
When Groove was able to notify me that the other party already seen the email is pretty nice. It help us a lot to prepare what they will have to say. It will also help our business to grow more since they know that we are professionally waiting for them to reply.
Groove is integral to our process and we're glad the price is affordable. The only way we would replace Groove is if the price went up or our C-suite decides to want a took that goes beyond Sales Enablement and Sales Automation
Groove is incredibly easy to use, and is flexible enough to use in a way that suits each rep. With the Omnibar, it can be used directly from Outlook, or reps can use it directly in the Groove platform itself. You can use their built-in dialer, email functionality, and even some LInkedIn messages.
In general, Conga is a strong company with a depth of talent in its support team. However, when new releases occur, the changes can be somewhat jarring to users as the interface does not offer the ability to hide or show messages related to the changes - all users get the same messaging from Conga around changes to their tool.
Our Groove representative has been very attentive the the needs of our sales teams. They are always available to provide training for new employees and refreshers for members of the team who have been slow to adopt. The online support is also very good, I have had several questions answered quickly using the online support chat function.
At Nearpod, I have been impressed with the internal expertise and support around Groove as a key tool for the Sales and Customer Success business systems and operations.
CongaGrid is native to Salesforce and takes advantage of the Salesforce Lightning experience to provide a strong, full-featured solution for cross-object data access and manipulation. The upgrades are seamless, occurring without requiring administrator application of the changes. Embedding Excel-like functionality directly within Salesforce opens up a host of use cases for accessing and manipulating Salesforce data.
Groove's integration with Salesforce is its primary differentiator. Outreach/Salesloft cater to all CRMs and their sync with SFDC has a delay, requires additional configuration, and is often frustrating for admins. Salesforce Sales Engagement (formerly High Velocity Sales) also has a native integration (with no sync), but Groove is easier to use for the typical sales manager/sales rep end user. With Sales Engagement, I would be needed to help build functionality and alleviate issues, whereas with Groove, our users are much more self-sufficient.
Reduced several hours a week of logging time in Salesforce that either wouldn't get done or would have been done to the detriment of more value add activities.
Saves hours per week by delivering actionable/useful info from Salesforce into Gmail
Gives me valuable insight on what emails are being opened and read. This helps plan targeting.