Freshsales vs Groove: Which is a better fit?

Conor M.: My name is Conor. I'm the CEO of my company. We have 15 employees, and I give Freshsales five out of five. We had HubSpot, but it was too hard to manage. Freshsales was also better value, in terms of entry points, so that's why we changed. I read some blogs on the internet that recommended Freshsales. They had the good points, the bad points, and everything in between. I did a trial demo, and I quite liked it, and the support was really quick, and the intro video call was really smooth, as well. So I started uploading my data and became a bit easier to use then. Relatively easy. There's kind of figuring out where to upload your Excels or migrate information from other systems over. That takes a bit of work, but the system has a great help desk and email chat that you get response within 15, 20 minutes. So if you have questions, you go ask them. With any new system, you're always going to be bamboozled the first while, but you get up to it after some time. And make sure it fits your company. It's very good for small companies starting out, but if you want to grow at scale and have more access, you may want to look at other tools. Freshsales can grow with you, but I think it really works well for small and medium-sized companies like ourselves.

Mike: Hey, my name is Mike. I'm a VP of customer success. I give Groove a four out of five. For more reviews like this, click below. In the past we've used different Salesforce plugins, even products designed by Salesforce itself. But what we're trying to solve for is creating a very automated flow for our account executives, for our sales people, to be able to push different opportunities, different leads through the pipeline. Not all of what the salesperson has to do is manual. We want to be able to put together certain emails with scripts laid out in them that can go at a regular cadence. And also even if it is going to be an actual phone call that's being made, having the script built into the flow like Groove allows you to do just makes it so intuitive, makes it so that the account executive can focus on closing and executing in those moments when they need to and letting the automation work for them. The reason why we chose Groove is because it does integrate so effectively with Salesforce, the way those two systems work together and the level of automation that you can do with Groove. There are still some elements where the account executive is going to need to interact with the customer directly and Groove is helpful as an outline for the conversation that needs to happen. But otherwise, so much of it is automated so that we can keep pushing those leads through the pipeline regardless if there's direct account executive contact with those. Getting started with Groove is relatively easy. Their customer success organization is great with training. Implementation in terms of actually plugging in with your Salesforce account is easy. Honestly, different companies may differ, but I would imagine that a company should be able to get going with Groove in three to four weeks. The big piece of advice for those looking to implement Groove is one mistake we made is originally we would build out the outline. We would do everything in Groove directly, in terms of structuring out that flow and it's not very efficient. You can't think about it really effectively as you're building it in Groove. Instead, I'll go into a Word doc and I'll put together the different steps, email here, text, text, phone call, text, email, the different stages and the different language, whether it be an automated email or it's a script that the account executive is going to be reading as they're going through the phone conversation with the customer. But if I'm doing that in Word, it's so much easier to build that out and see all the different steps and understand it, and then later putting that into Groove instead of the other way around.