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, Sanket Karamchandani, Sanika Lakka 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

Lead Matching

Salesforce lead-to-account matching with Groove

Written by Phill Legnitto
Updated over a week ago

Spaces: Custom Account Lists

Collaborate with your team on target account lists

Written by Sanket Karamchandani
Updated yesterday

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