Groove’s upcoming upgrade of our Chrome Extension increases productivity and effectiveness everywhere your customer-facing teams work. This upgrade will improve your Groove experience by optimizing performance, speed, reliability along with several new features & enhancements:
Streamlined Salesforce Workflows – View key data, access your flows, make calls or emails, and create actions from Salesforce pages and reports with a single click.
Enhanced Notifications and Email Tracking Stay on top of your accounts and key events with an improved Notifications UI and rich email tracking information in more places.
Improved Onboarding, Settings, and Troubleshooting: We've made onboarding smoother for new users, customizing it based on their roles. You can conveniently access important settings from the extension and quickly resolve any account issues.
The Release Plan
The rollout will start in stages, beginning the week of November 12th, and all customers will have the new extension by mid-December. The best part is that your users don't need to do anything to enjoy these improvements unless you're participating in the beta. If you have any questions or would like early access to the upgraded extension, please reach out to your dedicated Customer Success Manager.
Updated Features
This section shows high-level preview information around each of the features within the upgraded version of the Groove extension. We will be supplementing this documentation with demo videos & deep dive documentation on each feature as we get closer to the full release in mid-November.
Users are prompted to customize the Extension experience to fit their role and team.
Settings
Conveniently control settings and quickly resolve account issues such as Salesforce disconnections
Quick access to settings from Omnibar
Adjust main settings related to email and calendar
Troubleshooting
It’s now easier to detect platform disconnections and issues
Run self-service health checks to identify what’s wrong, and quickly resolve any account issues on the spot
Access key data and functionality while working in Salesforce or Groove web application
View, modify, create Salesforce records on the fly
View activity history
View, create, and execute Groove actions
View LinkedIn Sales Navigator profiles
Open Omnibar in its own window to use it alongside any webpage
*Note: You also have access to Omnibar in your Outlook inbox and calendar via the Outlook Add-in
Receive and view your notifications in the way that best suits your workflow. You won’t miss an important engagement from a prospect/customer, and won’t miss an important action to help you close that deal.
Optimized notification view UI attached to your Chrome browser so you can open them while you're on any webpage
Open the notification hub in a new window if you want to keep tabs on email engagement as live opens, clicks, and replies come in
Snooze notifications
Notification Hub v2 (coming soon)
Add notifications for due Actions or Actions assigned to you
Groove Functionality in Salesforce
Whether you want to quickly call a prospect or send over an email, create an action for yourself, add to flow/spaces to work on later, or simply have an easier way of navigating your own Salesforce, the Groove extension is right there in your workflow.
Streamline workflows and provide additional ways for sellers to take action within Salesforce.
Note: Only for OmniDialer customers
Initiate outbound calls by clicking on phone numbers detected in the key pages in Salesforce.
Click-to-email
Note: only for customers using OmniActions
Fire off quick emails from Salesforce without disrupting your workflow.
Quickly add contacts/leads to a flow from their Salesforce record page
Create Actions
Note: only for customers using OmniActions
Create, assign, and execute actions wherever contacts and leads are in Salesforce.
List View and Salesforce report Support
Call, email, and create actions from List Views and Salesforce reports.
Add multiple contacts to Flows in bulk from List Views.
Add accounts or opportunities to Spaces directly from their Salesforce record page or list views
Features being Sunset
With the new extension, we have enhanced many features, and we have also removed some features for a few different reasons. This section describes the features that are being sunset, and why.
Create Task via the extension popup
We are sunsetting this feature for a few different reasons:
We now give users the ability to create & view their tasks directly in Omnibar
In Omnibar their admins can configure the fields that are relevant to their team’s tasks that they want to create
We are currently optimizing the “one-off” actions experience which will also be much more robust than arbitrary Salesforce tasks, as they’ll be connected to Groove templates, action types, Groove data, and SFDC data as well
View Dashboards via the Extension
We are sunsetting these dashboards because we now have much more powerful analytics products (Groove Analytics, Outcomes, and Groove Insights), so the above dashboards are largely obsolete. Instead of linking to the old dashboards, we have added links to all the key pages in Groove from the extension popup:
Before the upgrade
After the upgrade