Groove for Salesforce Financial Services Cloud vs MergeUp | Document Generation Rebuilt for Salesforce

Side-by-side comparison · 24 data points

Groove for Salesforce Financial Services Cloud

5.0·52reviews

Groove is the only sales engagement platform that works seamlessly with Salesforce Financial Services Cloud. Groove increases seller productivity, drives Salesforce adoption and provides key insights so leaders know what’s driving their business.

Shopifypaid

1. Listing metadata

Field-level data

	Groove for Salesforce Financial Services Cloud	MergeUp \| Document Generation Rebuilt for Salesforce
Tagline	“Groove is the only sales engagement platform that works seamlessly with Salesforce Financial Services Cloud. Groove increases seller productivity, drives Salesforce adoption and provides key insights so leaders know what’s driving their business.”246 chars	“MergeUp is a Salesforce-native document generation platform built for speed, flexibility, and scale. Generate brand-ready docs with simple setup, automation through Flow and Apex, and advanced logic when you need it without the complexity of legacy tools.”255 chars
Description	1149 / 2000 chars57% used	1098 / 2000 chars55% used
Screenshots	—	—
Languages	en	nlenfifrde+5 more
Platforms	Shopify	Shopify
Developer	Groove	Upsource Solutions

Feature comparison between Groove for Salesforce Financial Services Cloud and MergeUp | Document Generation Rebuilt for Salesforce
Metric	Groove for Salesforce Financial Services Cloud	MergeUp \| Document Generation Rebuilt for Salesforce
Rating	5.0 ★	★ 5.0 ★
Total reviews	★ 52	12
Free plan	—	—
Pricing	paid	paid
Built for Shopify	—	—
Pricing tiers	1 tier	★ 6 tiers
Listed features	3	★ 6
Languages	1 supported	10 supported
Listed since	Jun 2012	Jul 2023

AppRanks verdict

Generated from live data on this page

Groove for Salesforce Financial Services Cloud and MergeUp | Document Generation Rebuilt for Salesforce are evenly matched on rating (5.0★ vs 5.0★) — the differentiator comes down to pricing fit, feature breadth, and which app's interaction pattern suits your team's workflow. Pricing entry tiers: Groove for Salesforce Financial Services Cloud at paid, MergeUp | Document Generation Rebuilt for Salesforce at paid. Check each app's tier structure for the capacity limits you actually need before deciding — the headline number is the same shape, but the gating shape per tier (apps, orders, integrations) varies. Recommended evaluation path: install both apps' free tiers (where available) and run them in parallel on a small cohort of orders for 7-14 days before committing. The data tables below show the per-feature breakdown — for most merchants the deciding factor will be a single integration or workflow detail that's hard to compare from listing pages alone. This verdict is generated from the live marketplace data on this page — rating, review count, pricing tier, and category position all refresh from the canonical Salesforce AppExchange listing every 24 hours. AppRanks does not accept payment to influence comparison outcomes; the methodology is documented on the About page and applies identically to every pair on the site.

Read each app's audit: Groove for Salesforce Financial Services Cloud audit • MergeUp | Document Generation Rebuilt for Salesforce audit

Listed	June 27, 2012	July 19, 2023

Last updated	—	—

3. Features

As listed by each developer

Groove for Salesforce Financial Services Cloud

Build lasting relationships, remotely or in-person Enable sellers to effectively manage relationships from anywhere. Surface real-time CRM data in the inbox, so relationship managers and advisors can deliver custom wealth management advice at scale.
Realize time-to-value fast without a heavy IT lift Align with industry workflows out-of-the-box, saving months of dev time. The only platform built to work with Salesforce Financial Services Cloud, Groove logs to custom objects and logs call reports.
Keep sensitive client data secure Keep sensitive client data secure in Salesforce. Maintain one system of record and eliminate the need to sync PII with a third-party database. Groove complies with global privacy laws, including SOC-2 GDPR and CCPA.

MergeUp | Document Generation Rebuilt for Salesforce

EFFORTLESS Speed up template building with the first AI-powered wizard, and with native copy & paste merge fields in the Admin UI
LIGHTNING FAST Merge tens of thousands of records into one or multiple documents in a few seconds.
CUSTOMIZABLE Use code and flow enabled APIs to bulk create documents or stitch them together.
READABILITY Utilize Expressions to make your word templates easier to read and maintain.
POWERFUL Reduce the need for formula fields and reporting objects via powerful template functions.
SIMPLICITY Build field and objects queries with our intuitive and easy to use Admin UI.

Keyword	Groove for Salesforce Financial Services Cloud	MergeUp \| Document Generation Rebuilt for Salesforce
workflow	#104	#18
document	#108	#24
jotform	#117	#106
freeform	#119	#120

9. App details

Long-form description · keyword frequency

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

Top keywords

groove5×2.96%
automate2×1.18%
customer2×1.18%
enables2×1.18%
leaders2×1.18%
real-time2×1.18%
sales2×1.18%
salesforce2×1.18%

MergeUp | Document Generation Rebuilt for Salesforce

MergeUp, your lightning fast Salesforce document generation tool. Built with the newest LWC technology, it handles extensive and complex data sets with ease and boasts an intuitive and easy to use admin UI. Transform your data handling, simplify your workflow, and elevate your efficiency. The First AI-Powered Document Generation Tool on the AppExchange. The most painful part of document generation is creating mapped templates that pull the right data, can loop to repeat related data, and formatting that looks beautiful. Let our DocuMage AI do the hard work for you - and simply provide direction along the way. You have to see it to believe it. Reach out to our dedicated team of heroes: [email protected] ✔ AI-Powered Template Creation ✔ Simple or Complex Queries ✔ Tens of Thousands of Records at once ✔ Lightning Fast Document Generation ✔ Space Saving Formatting ✔ Seamless Integration with Salesforce ✔ Native LWC Components ✔ Customizable API Functions ✔ Copy & Paste Admin UI ✔ Powerful Functions to Calculate and Reformat Data ✔ Bulk Document Generation ✔ Document Stitching API

Top keywords

document6×3.64%
data5×3.03%
document generation5×3.03%
generation5×3.03%
admin2×1.21%
admin ui2×1.21%
ai-powered2×1.21%
api2×1.21%
complex2×

Frequently asked

Common questions about this comparison

Is Groove for Salesforce Financial Services Cloud or MergeUp | Document Generation Rebuilt for Salesforce cheaper?

Both Groove for Salesforce Financial Services Cloud and MergeUp | Document Generation Rebuilt for Salesforce offer paid plans only. Groove for Salesforce Financial Services Cloud starts at paid; MergeUp | Document Generation Rebuilt for Salesforce starts at paid. Compare the per-tier features in the Pricing section above before committing.

Which has better reviews, Groove for Salesforce Financial Services Cloud or MergeUp | Document Generation Rebuilt for Salesforce?

Groove for Salesforce Financial Services Cloud (5.0★, 52 reviews) and MergeUp | Document Generation Rebuilt for Salesforce (5.0★, 12 reviews) are essentially tied on rating. Look at review velocity and individual reviewer quotes — both visible on each app's detail page — to differentiate.

Should I choose Groove for Salesforce Financial Services Cloud or MergeUp | Document Generation Rebuilt for Salesforce?

It depends on what you're optimizing for. Groove for Salesforce Financial Services Cloud fits better if you prioritize broader integrations; MergeUp | Document Generation Rebuilt for Salesforce is the call if you need the higher-rated option. Read both apps' detail pages on AppRanks for the full feature breakdown, install counts, and recent listing changes.

Which is faster to set up, Groove for Salesforce Financial Services Cloud or MergeUp | Document Generation Rebuilt for Salesforce?

Both apps are one-click installs from the Salesforce AppExchange marketplace. Groove for Salesforce Financial Services Cloud has more onboarding documentation maturity (52 reviews vs 12), which usually translates to better-tested setup wizards and quicker time-to-value. AppRanks doesn't measure setup time directly — read the recent reviews on each app's detail page for merchant-reported install experience.

Which works better for small vs large Salesforce AppExchange stores?

Groove for Salesforce Financial Services Cloud typically suits early-stage and growth-mode stores based on its review-base composition (52 reviews). MergeUp | Document Generation Rebuilt for Salesforce aligns more with early-stage and growth-mode stores (12 reviews). Larger review bases generally mean the app has been load-tested at scale — relevant if you're processing high order volume or handling enterprise compliance requirements.

Can I migrate data between Groove for Salesforce Financial Services Cloud and MergeUp | Document Generation Rebuilt for Salesforce?

Migration support varies by app and category. Groove for Salesforce Financial Services Cloud and MergeUp | Document Generation Rebuilt for Salesforce both publish their export options on their marketplace listing pages (or in their support docs); some apps offer one-click import from competitors, others require CSV. The fastest check: search "import from MergeUp | Document Generation Rebuilt for Salesforce" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

Groove for Salesforce Financial Services Cloud vs MergeUp | Document Generation Rebuilt for Salesforce

Groove for Salesforce Financial Services Cloud

1. Listing metadata

MergeUp | Document Generation Rebuilt for Salesforce

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

7. Activity in the last 90 days

Groove for Salesforce Financial Services Cloud · 1 changes

MergeUp | Document Generation Rebuilt for Salesforce · 2 changes

9. App details

Frequently asked

Is Groove for Salesforce Financial Services Cloud or MergeUp | Document Generation Rebuilt for Salesforce cheaper?

Which has better reviews, Groove for Salesforce Financial Services Cloud or MergeUp | Document Generation Rebuilt for Salesforce?

Should I choose Groove for Salesforce Financial Services Cloud or MergeUp | Document Generation Rebuilt for Salesforce?

Which is faster to set up, Groove for Salesforce Financial Services Cloud or MergeUp | Document Generation Rebuilt for Salesforce?

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More popular comparisons

Which works better for small vs large Salesforce AppExchange stores?

Can I migrate data between Groove for Salesforce Financial Services Cloud and MergeUp | Document Generation Rebuilt for Salesforce?