Groove Mobile v2 2024

Overview

The Ultimate App for Field Sellers – Supporting the Entire Workflow, End-to-End

• Manage Contacts Effortlessly: You can instantly transform your in-person meetings into valuable connections. Easily create contacts and leads in Salesforce using only the essential fields. 

• Keep the Momentum: You can capitalize on your meetings by adding new contacts to Flows. Ensure a timely and effective follow-up, keeping the conversation going with minimal effort.

• Action at Your Fingertips: Whether it’s a call, email, or task, you can manage your Flow and one-off actions between meetings. Utilize every moment to enhance your prospecting efforts. 

• Capture Every Interaction: You can record unscheduled drop-ins to ensure no in-person activity is missed in Salesforce. Add detailed notes to each activity for richer context and more effective follow-up. 

How to Setup Groove Mobile

You can Install the App from the Apple App Store: ‎Groove+ 

NOTE: The app is only available on iOS, NOT Android

How to Use Groove Mobile

• Execute Actions in the Groove Mobile App
• Navigate Contacts and Leads in the Groove Mobile App
• Add People to Flows in the Groove Mobile App
• Log In Person Activity in the Groove Mobile App