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%
Junodoc Document Generation and Template Builder for PDF, Word,
Simple, yet robust document and email template creation system that takes only a few minutes to configure and create your first document. Native to Salesforce so there is no need to reference outside sites or tools. Add your logo, select fields and create data tables with a few clicks. Easily modify and update templates with new fields easily. * Easy drag n drop tool * Build templates in Minutes * Available for Professional Edition and higher * Junodoc Triggers - Custom criteria based dynamic triggers to send documents & email automatically * Junodoc Batch - send documents and emails for multiple records instantly * Sending documents from process builder * Works with Standard & Custom objects * Works with managed package objects * Easy to copy merge fields and add related tables on to the templates * Migration of templates from Sandbox to Production * Documents can be generated on Mobile devices * Available for community users to generate documents
Top keywords
- documents5×3.42%
- templates4×2.74%
- fields3×2.05%
- add2×1.37%
- available2×1.37%
- custom2×1.37%
- document2×1.37%
- email2×1.37%
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