Welcome to Groove’s new newsletter — a collection of updates and tips to help you get the most out of Groove (and crush your goals, of course).
This month, we’re thinking a lot about collaboration. Working together has never been more important in the workplace than it is today, so we’re always looking for ways to make it as seamless as possible. Let’s take a look at a few features that are great for taking collaboration to the next level.
Collaborative Meeting Scheduler
Sales reps are sick and tired of playing email “ping pong” with prospects just to set up a simple meeting or phone call. On average, it takes five back-and-forths in order to find a time that works for everyone — and with every email, you risk losing some of the deal’s momentum. Have a third or fourth person to add to the mix? It only gets worse.
That's why our meeting scheduler is so popular: It allows your reps to send a link to their calendars in an email, and your prospect can book a time to meet with just a few clicks. But some don’t know about the advanced features in our meeting scheduler:
Schedule for someone else: When you insert meeting scheduler link into an email, you will notice that you can also insert a colleague’s meeting scheduler link. For example, when an SDR is ready to book a meeting between a prospect and an AE, they can do it easily and quickly by using the AE’s scheduling link.
Schedule with multiple people: Let’s say an SDR is trying to book a meeting with a prospect, and they want to include an AE. The SDR can click "Other invitees,” add the appropriate AE, and generate a link that will let the prospect select a time that works for everyone.
Sharing Groove Templates and Flows
Every team has an all-star rep whose multi-step campaigns knock it out of the park. We recently made it easier for reps to share their template folders and Flows in Groove, so everyone on your team can benefit from your all-star’s expertise. Reps can share template folders or Flows with individual users, specific Groove teams, or with every Groove user at your company.
Sharing template folders: You can easily share template folders in “read only” mode or in “Can add/update templates” mode.
In this example, Fred, the template owner, has shared a template folder with Emma, Jon, and the whole insides sales team. They can find and use all templates in that particular folder. But only Emma can add new templates or make updates to existing templates, since the option “Can add/update templates” is activated for her.
Sharing Flows: Sharing Flows is similar to how you share template folders. You can share Flows with individuals, teams, or the whole organization. There are two settings options:
“Individual Flow” mode: Other users can copy the shared Flows, then modify their copy.
“Master Flow” mode: Other users can add people directly to an existing Flow, but they cannot modify the steps or templates. Each user will only see the people they add.
In this example, the whole insides sales team can find and use the Flow — but they can't alter the structure or the templates. The Flow owner has activated the “Can edit Flow” option for Emma, so she can make updates to the structure or any of the templates.
The Groove people page gives reps an overview of their engagement history with individual prospects. But there may be a few specific people they want to pay a little extra attention to — whether that’s adding them to a Flow that hasn’t been created yet, or making sure to give them a call that day. Now you can add them to your hotlist.
To add a prospect to your personal hotlist, simply click the fire icon next to a person’s name from the Gmail sidebar, Salesforce, the people page in Groove, or from Flow.
You can access your hotlist in two ways:
From Gmail, click on the Groove button and select “My Hotlist” from the dropdown menu
From the people page, select “My Hotlist” from the filter menu.
A hotlist is private to each Groove user — prospects won’t know they’ve been added, and other Groove users at your company can’t see your hotlist.
Record calls with Groove
You can now record calls you make with Groove Dialer. That way, managers can more easily provide feedback on rep calls at a time that’s convenient, and pause and play the recording during discussion.
To use this feature, your Groove Admin will need to turn it on. Then, individuals must select “Record call” when placing a call. It’s a good idea (and in some places, it’s the law) to inform everyone on the call that it’s being recorded for training purposes.
When the call is complete, you can listen to the recording from Groove’s call analytics page. If you prefer, your Salesforce admin can create a custom field for the URL. Keep the recording for up to 60 days, or store the file wherever you’d like!
The Groove team