What Does “All in One” Actually Mean?

What Does “All in One” Actually Mean?

Some sales tech only does one or two very specific things. That means your reps might have numerous tools to use throughout their day, resulting in extra time spent switching between applications, and extra logins to remember for reps. And it means extra vendors to manage, more data silos, and more training for sales ops. And managers are frustrated by the lack of visibility into sales activities since folks are working across many systems.

We built Groove to help entire sales organizations save time — including the time spent switching between tools and aggregating data from numerous silos. While Groove is packed with features that boost productivity, here are the main four that can help you eliminate having to work in several different places.

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Secrets to Success

Secrets to Success

Groove Hacks We’ve Learned from our Customers

When you build software, an app, etc., you’re bound to see some unintended uses. And that’s a great thing!

We love hearing about the creative, innovative ways our customers are using Groove, and we wanted to share a few. Who knows, maybe this will get your creative juices flowing!

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The Incredible Power of Automating Data Input with Salesforce

The Incredible Power of Automating Data Input with Salesforce

Linking your key work processes to Salesforce is a game-changer for a sales team.

Good, reliable data is the lifeblood of sales.

When you are able to combine your most useful data with a world class interface for managing it, then you have a distinct advantage over the competition, and a tool that can turbo-charge growth in any organization.

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Inline Create Forms

Inline Create Forms

Create quality records with just two mouse clicks in the Groove sidebar.

The Groove sidebar in Gmail is already your best friend when it comes to understanding the context of an email. Recall that it is completely customizable. The displayed Salesforce objects, the fields and even the lookup logic can be configured so user is served with what's relevant to them. You update records right in the sidebar and click on custom buttons with all their limitless capabilities.

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Building a SaaS Company in 2015

Building a SaaS Company in 2015

Many things have changed over the last few years when it comes to building and scaling a company. Product development is getting easier every day with steady advancements in tools, services, and APIs. Companies such as Stripe, Heroku and others have made it easier and faster to get a new app into a customers hands. There’s no doubt this is great for entrepreneurs but it doesn’t come without its own set of problems. As it becomes easier to build a new product, it becomes harder to attract an audience as more competitors flood the market. Regardless of the merit of their offerings, these companies can still create noise and confusion for potential customers. For example, you can find dozens of competitors in the sales acceleration space that are being built all over the world and offering solutions at a wide range of price tiers. With all this noise, it is hard for your potential customers to find the solutions that are truly delivering value.

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Time is on Your Side - Google Salesforce Calendar Sync in Real Time

Time is on Your Side - Google Salesforce Calendar Sync in Real Time

Today we are excited to announce that Groove now offers Google Salesforce calendar sync in real time. But before we dive into the details, let's take a look at the Why. Back in February, we launched Groove Dashboards, which help you understand how your sales activities relate to your sales performance. The prerequisite to such unique insights is an accurate and comprehensive activity history of your Google emails and calendar events. However, logging activities from Gmail and Google Calendar should not come at the expense of extra effort for users. That is why we believe in a hybrid approach:

On the one hand, Groove logs Google emails and calendar events automatically in Salesforce for you. Such activities are associated to the activity history of the best matching Salesforce records (e.g. contacts and opportunities) by analyzing the recipients and invitees. Groove's heuristic scoring engine works its magic without any effort for users.

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Stay Where You Are - Announcing Inline Editing

Stay Where You Are - Announcing Inline Editing

One of Groove's core features is the Gmail sidebar, which gives you the Salesforce context alongside the email you're viewing. Today, we are taking this concept to the next level by allowing you to update your Salesforce records directly in the sidebar - a.k.a. Inline Editing. Just to give you a few examples why this is useful:

  • You can update the status of a lead as a prospect emails you
  • You can change the opportunity stage after a customer sends you the order form
  • You can add a phone number to a contact after they asked you to call them
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Salesforce Security - Admins, Do Your Share

Salesforce Security - Admins, Do Your Share

Let’s face it, 2014 has been a bad year for corporate security. Sony Pictures, Home Depot, Target and JPMorgan Chase are just the most prominent names of companies that became victims of cyber criminality. They found themselves in a PR nightmare due to data breaches. Also, Salesforce security went under attack by the Dyre Malware going after Salesforce credentials. This means: it can hit your company too. So, why not start the year with a Salesforce security sanity check of your Salesforce org? Here are some tips that come with no costs, but might significantly improve your Salesforce security.

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Salesforce Opportunity Stages and Their Probability

Salesforce Opportunity Stages and Their Probability

I’ve seen many Salesforce admins and business analysts struggling with defining salesforce opportunity stages and the associated probability values. Why is it important?

Well, one of the core purposes of a CRM system is forecasting. This means the company needs to understand as accurate as possible how much money they are going to make and thus how much money they can afford to spend. This is called "revenue forecasting". Other forms of forecasting are "post sales resources forecasting" (e.g. how many deployment specialist are we going to need) or "supply chain forecasting". Here are two two simple measures to get to a significantly better forecast accuracy, without even having to use the newer and much more complex forecasting feature.

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Using Google Apps as Email Relay for Salesforce to Remove Via Disclaimer

Using Google Apps as Email Relay for Salesforce to Remove Via Disclaimer

Customers frequently ask us how they can avoid their emails getting caught in spam filters. The trick is to use Google Apps as an email relay for Salesforce.  Even though it’s our goal to provide you with the world’s best Gmail-Salesforce integration, we acknowledge that sometimes you really want to send emails from Salesforce directly. The catch is that such emails look funny when opened in Gmail or other security aware mail clients.  Gmail detects that the email was sent via an email relay that is in the salesforce.com domain rather than your own.  Thus Gmail warns the recipient by displaying the infamous “via ...”caption, which for most people is a clear sign that this is an automated bulk email.

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Creating Automatic Follow-up Reminders in Salesforce

Creating Automatic Follow-up Reminders in Salesforce

Consistent follow-up is key in sales. This is easy to do if you are not working a lot of leads. The problem is that you need to build a sustainable pipeline, which means you will be working on a lot of different leads and that are all at different stages. This is when things start to fall through the cracks.

To make it easier to manage these leads, it is helpful to try automating your sales process. You can do this easily using Salesforce Workflow rules. This is a very powerful feature that people often don't leverage. You can use workflow rules to provide a better sales experience while also saving time. Here are a few examples of different follow up rules you could implement:

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