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%
Maven Documents for Salesforce | Document Generation | Generate Documents Easy
- Accelerate sales workflows with dynamic document generation from Salesforce data, optimizing efficiency and reducing errors - Enhance user experience by eliminating time-consuming paperwork, offering a seamless process for quotes, contracts, orders, and invoices - Empower administrators with a user-friendly Query and Template builder for customizable, code-free document templates - Utilize Custom Queries to advance document generation templates with data from different sources - Enrich templates with elements like tables, repeaters, images, QR codes, etc. - Seamlessly move templates between sandbox and production environments via export/import functionality - Automate document generation and further actions through Flows, Apex, or REST API, streamlining processes and ensuring compliance - Access ready-to-use templates in our Template Gallery - Optimize workflows with our CLM – a native Salesforce app, seamlessly integrated. Utilize native tools, choose Microsoft/Google for collaborative negotiations, and track changes effortlessly - Compatibility with E-sign and CLM solutions
Top keywords
- templates5×3.42%
- document4×2.74%
- document generation3×2.05%
- generation3×2.05%
- clm2×1.37%
- data2×1.37%
- native2×1.37%
- salesforce2×1.37%
- seamlessly