Groove Monthly: Workspaces, New Step Types in Flow, and more!


Workspaces: Looking for Beta Testers!

We know how difficult it is to keep track of account progress, open opportunities, upcoming renewals, and other key items that most of our customers are currently using messy spreadsheets or SFDC reports for. That’s why we’ve created Groove Workspaces — an environment for your team to build highly customizable account lists, collaborate to drive meaningful interaction within those accounts, and manage their target account lists all in one place.

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Click here for more details and helpful tips on Groove Workspaces! Please reach out to if you’d like your team to have early access to this feature.

New Step Types in Flow: Coming Soon

Sales people and account managers all around the world have many different processes for communicating with prospects and clients. Our mission is to bring all of these together in one place so that our customers can organize, reach out, and continue to make meaningful relationships while tracking the interactions in Groove Flows.

In just a few short weeks, users will be able to create:

  • In-person visit steps for onsite meetings or office visit meetings

  • Direct mail steps for when they are physically sending hand-written letters or gifts to prospects

  • SMS steps for sending text messages directly through Flow (Dialer and SMS licenses required

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Here are more details on all the step types that users can include in their Flows! Please reach out to if you’d like more information on these step types, or Groove’s Dialer and SMS licenses.

Groove External API: Future Integrations

Today’s average sales organization is using a suite of products to get ahead of the game. The Groove team is currently laying the groundwork for allowing your teams to benefit from those different systems through useful integrations with our product.

We would love to hear what products your team is using, and what integrations your team would benefit from. Please reach out to if you have any suggestions.