Groove manager what is

Our goal is to inspire you about ways you can influence your work and the work of those around you. Source Source Patterns. Plus, join our newsletter to get actionable leadership tips. Navigate critical manager conversations with confidence. Step-by-step toolkits to guide landmark conversations at work. Give Your Team Clarity. Review past activities in Groove Activities to help stay on top of all your accounts.

Utilize Groove Notes to easily share information within your team. Different teams often work together across the sales and customer lifecycle, and each team learns new information about the customer which would be beneficial for the other teams to know, in order to make each interaction as personal and productive as possible. Tip: Take notes for your meetings directly from Google calendar to capture meeting notes.

From the back and forth emails when trying to find a time that works for everyone to then creating and inputting all the necessary information in the calendar invite, booking meetings can be a challenge. Easily search account history, contact engagement history, and hand-off notes that are stored in Salesforce from your Inbox. Contacts and Accounts have hundreds, if not thousands of activities, and it's can be hard to sift through the relevant ones in Salesforce.

Use the search and sort by type to quickly view all the relevant records you need. The summary stats at the top show you their overall engagement with your emails, or scroll down to see how many times each email has been opened or clicked.

You can access your LinkedIn Sales Navigator directly from the Omnibar which helps save you time by avoiding the back and forth between tabs. You can also use this integration while using our flows.

Tip: You can add what you find from LinkedIn to Groove Notes so you can easily share that information with other team members. Leverage merge fields to enrich your emails with personal details straight from Salesforce. Customer responses can sometimes be hard to get.

Set reminders as needed to keep track of email conversations where you or a teammate needs to continue following up to get a response. Use Flows to proactively engage accounts based on Inferred Status stage, products needed or account engagement levels. Tip: Add Automated Actions to your Flows to automate tasks based on conditions triggered by the Flow ex: If user books meeting, then update salesforce field.

They try to define their products and their customers based on who they want to serve and what they want to produce. This is backwards. Listening to customers and observing trends in the market can help an organization to align their offerings much more effectively. Understanding the cultural differences in various regions and countries is a strength of the Groove Management team. Groove Management has continued this mission of helping individuals and organizations to find their groove for more than 10 years both working inside organizations and as an external consulting service.

Let us help you find your groove! Our value drive both what we do and how we do it. Gratitude- Be thankful for others and for what you have. We bring positivity and a great attitude to each of our client engagements. Make It Happen- We go through. We do what we say and uphold our commitments. Integrity is critical and it begins with having an execution mindset. Intellectual Curiosity- We are students of business and we love learning new things and learning about various industries, businesses and business models.

We take a Socratic approach to our work. Be Creative- We seek unique solutions, out of the box ideas and opportunities to challenge the status quo. We like to be proactive in our approach to our work and we challenge our clients to think and act differently. Never Grow Up- We take our work seriously, but not ourselves. Call it the Peter Pan principle, but we have a youthful spirit and like to inject fun into our work.

Groove Management is a human capital consulting firm with extensive experience in organizational development, talent management, employee assessment and engagement as well as merger and acquisition integration.

Brian: The majority of consulting firms approach prospective clients with the goal of identifying problems that they can use their expertise to solve. We leverage a process-focused approach rooted in the theory of appreciative inquiry. Groove Management engages our prospects in an open dialogue about the success factors in a business. Clients quickly realize that taking a positive approach to their business and highlighting the things that work well creates a new model for enhancing the business.

Helping organizations to concentrate their efforts and energies on their strengths can enhance overall performance and help organizations to adapt their approach. Using success stories from a business can help leaders to find ways to duplicate those successes and apply similar approaches when launching new products, expanding markets, hiring employees, raising capital and many other facets of their business. Groove Management creates a process that teaches organizations to build their own learning capabilities.

Brian: I like that you referred to leveraging strengths as an art in that with art there is not a right or wrong answer. Art is very open to interpretation and so are the approaches that we take. Many consulting firms use a cookie cutter approach with their clients. We believe that one size and one approach does not fit all situations. By utilizing a Socratic method, we facilitate our clients through a process of self-discovery. We ask them to consider examples of past successes and help them to dissect the achievement to determine the success factors.

By helping clients conduct post mortems on projects that have gone well, they learn to identify processes and best practices that can be implemented as standard work going forward. One way that we often start this process if to have a leadership team engage in a quick experiential team building activity. There are thousands of quick activities that can be leveraged, one in particular that we like to use is called helium hoop and it involves having a team of five or more people stand in a circle with their index fingers extended.

We then place a hula hoop on top off all the fingers. The goal is for the team to lower the hula hoop to the ground without anyone losing contact. What tends to happen is the hoop rises rather than being lowered because everyone is too concerned with losing contact.