Account Based Sales

The goal is to make meaningful relationships and drive interaction with each Account. Below are the Groove features that help you do just that

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6 articles in this collection
Written by Phill Legnitto, Sanika Lakka, Aamir Peeran and 1 other

Accounts Page

The Groove Accounts page let you personalize outbound messaging, detect traction, and understand progress.

Written by Sanika Lakka
Updated over a week ago

People Page

Use the Groove People Page to get a high-level overview of your communication efforts with prospects and customers.

Written by Sanika Lakka
Updated over a week ago

Account Status Detection

Learn how to use Groove to automatically detect Salesforce account status by analyzing opportunities, open activities and activity history.

Written by Phill Legnitto
Updated over a week ago

Auto Contact Capture

Auto Contact Capture will automatically identify new business contacts on an email or meeting and create them in Salesforce.

Written by Aamir Peeran
Updated over a week ago

Lead Matching

Salesforce lead-to-account matching with Groove

Written by Phill Legnitto
Updated over a week ago

Understanding Effort/Engagement

Quickly assess sales effort versus engagement to better prioritize which accounts you should be focused on.

Written by Jennifer Hudiono
Updated over a week ago