Groove for Salesforce Financial Services Cloud

Groove is a market-leading sales engagement platform that enables sales leaders to execute their strategy in a smart, adaptive way. With Groove, revenue leaders can use automation to do more with less, driving greater efficiency and effectiveness across the customer lifecycle.

Groove enables more than 75,000 users at ADP, Google, Uber, iHeartMedia, Capital One, and other large enterprises to be more efficient and effective. Groove has ranked #1 in enterprise customer satisfaction on G2 for four consecutive years and has been named one of the Inc. 5000 fastest-growing privately held companies in the U.S. since 2020.

Instantly log emails, calls, SMS, call reports and LinkedIn messages to custom objects. Automate time-consuming tasks, including follow-ups and scheduling.

Automate multi-channel flows for inbound leads, loan disbursement, mortgage lending, and other common workflows

Surface real-time CRM data in the Inbox, letting sellers access, search and update Salesforce from anywhere

Real-time visibility into activity levels and outcomes in Salesforce

Realize time-to-value quickly, without a heavy lift from IT

www.groove.co