Mixmax vs Groove: Which is a better fit?

Dave: Hi, my name is Dave and I'm a director of a design agency. And today I'll be reviewing Mixmax, which I give four out of five stars. For more reviews like this, click on the link below. Before Mixmax, I was using a variety of tools to achieve what Mixmax can do in one tool. For example, Mixmax has a option where you can very quickly share calendar links and it even embeds them in the email. Before, it was sort of a long process of trading emails with someone trying to lock in at a time to have a meeting with them. So Mixmax definitely sped up that process. What I love about Mixmax is that it's sort of a Swiss Army knife of tools. It has a lot of different features far as keeping in contact with someone. So you can send them email invites with a calendar. So you can schedule meetings. You can have emails sent out at later times. You can do email campaigns. You can even insert polls and surveys. So it's just a really great tool if you're just trying to streamline and simplify a lot of your emailing process. Getting started with Mixmax is really easy. I think I was pretty much up and running within 10 minutes. It's very quick. And once you're inside the dashboard, it's very intuitive. You can set up email templates, all the kind of things. And it's very easy to work with. And if you are someone that works with Gmail, their integration is very simple to add. And just it has a little sidebar. It's very easy to access. Really love working with it. For anyone considering Mixmax, I would check out one of the plans. I think right now they have two to three plans that you can pick from and just test it out. Test it out for a month. See if you like it. If you work in Gmail, it really has a lot of features. So just give it a shot. See if it works for you.

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.