Groove Spaces: Custom Account and Opportunity Lists

Groove Spaces help you track communication, conversations, meetings, next steps, and progress your team makes with target opportunities and accounts. You can build custom lists of accounts, collaborate with your teammates, analyze progress, and drive meaningful interaction within those opportunities and accounts. You can:

• Edit directly within your Space to update fields in Salesforce so the most relevant records stay current.

• Create custom columns to store notes to share with teammates or help you keep track of your opportunities.

• Utilize the contact modal to see which contacts are available in your Salesforce organization associated with that account so that you can find new prospects to engage with

• View activity and additional information about relevant contacts or the opportunity in Omnibar to get everything you need about your opportunity without opening another page or tab!

• Understand account health with the effort/engagement chart associated with your opportunity to find which account is most engaged

How To Build a Space

You can create a Space using one of Groove’s shortcuts or your own blank Space.

1. From the Spaces page, choose from one of the options shown above.

2. In the pop-up window, select Opportunity or Account and enter a name, and share it with whoever you’d like.

3. Use the tabs at the top to select the accounts or opportunities to import and click ADD ACCOUNTS or ADD OPPORTUNITIES (top right).

    

Live Spaces

With Live Spaces, you can connect your Space to a Salesforce report that will automatically import the opportunities in that report into your Space. Groove will also scan your Salesforce organization for new records and update your Space to match. This also includes removal of opportunities from the Space if the opportunity is no longer included in the SFDC report.

To enable Live Space:

1. Go to Live Space Settings and click  + LIVE SPACE CONNECT (top right)

2. Select a report folder

3. Select a report

4. Groove will verify the report contains opportunities

5. Save

Once you've connected your Spaces to a report, Groove scans your Salesforce org for new records every 3 hours and triggers an update to match records. You can also manually refresh to obtain the latest accounts to pull in your Spaces, edit the report you've chosen, or delete your report.

Using Your Spaces

Spaces lets you customize the information displayed.

By default, you’ll see engagement data, account statuses, tasks associated to the account, and some other useful info. You can customize the table by moving the columns around, selecting which columns are displayed, and even creating your own columns.

Note: Groove admins can configure Spaces to include 20 additional Account fields (standard or custom) from Salesforce (see Admin section below) to be displayed as columns in every Space.
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Spaces Tasks

Within your Spaces, you can create Account tasks for yourself or for a team member shared on the Space:

Once you create the task, the person you've assigned it to gets an email notification with all the details of the task, as well as a reminder 24 hours before it is due. The person who assigned it will receive an email confirmation when the task has been completed.

These tasks are the perfect way to collaborate on a Spaces or decide next steps when you're simply browsing or discussing target accounts.

Examples

• A manager can assign a task to a rep to research an account

• An Account Executive can assign a task for an SDR to call a specific person in an account

• An SDR can even put preparatory meeting notes within a task so their Account Executive receives the email to review
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How To Get the Most Out of Your Spaces

Account organization is one of the top priorities of everyone in a Sales or Post-Sales organization, as the end goal is to drive positive interaction, build relationships, and bring revenue from each account. Currently, most folks in the industry are using messy spreadsheets, clunky SFDC reports, unorganized notes, or maybe a combination of all three in an attempt to keep track of their accounts.

Groove Spaces are meant to solve this critical issue by providing those resources in a standardized, clean, and collaborative environment. Below are some examples on how you can make use of them:
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Sales Development Rep and Account Executive Collaboration

Whether an SDR/BDR is setting up meetings for multiple AE’s, or an AE has multiple Inside Sales people prospecting into accounts with them, the team can create Spaces for each of these situations and share them out with the appropriate people.

• Check which target accounts are the least/most engaged to come up with a game plan for increasing the engagement, or converting engagement into opportunities.

• Assign tasks to each other as reminders to reach out to important prospects.

• Pro Tip: Create a custom column called ‘Next Steps’ to keep track of what needs to be done to take each account to the next stage in your sales cycle.

   

Manager/Rep 1x1

• SDR/Inside Sales Recap: Check progress, activity, and engagement with target accounts and decide on a strategy to drive more significant progress. For example, you can create a Space of an SDR's Top 50 accounts, or maybe the accounts in one of their territories.

• AE Recap: Understand where each account is in the sales cycle, analyze which opportunities are progressing in the right direction, and where the revenue will be coming from. For example, you might create a Space of a rep's open opportunities, or maybe of their accounts.

• Customer Success Recap: Identify which accounts may have an upsell opportunity, track which customers are coming up for renewal, and recognize which clients should be checked in with. For example, you can create a Space of a CSM's Tier 1 customers, or maybe of a list of accounts with upcoming renewals.

Sales Handoff to Post-Sales/Customer Success

• The Account Executive who closed a set of deals may have a shared Space with the Customer Success Manager who is working on onboarding the new customer. Note: The AE should include relevant notes that would be helpful for the CSM either in the Omnibar Notes section for each account, or a column in the Space.

   

Individual Rep Spaces

• SDR/BDR Spaces on top accounts that he or she is prospecting into next quarter

• Account Executive Spaces with a few accounts where the rep has a referral or inside connection

• CSM Spaces with accounts where their main POC has changed

Groove Admins: Include Additional Salesforce Fields in Spaces

Groove admins can include up to 20 Account fields (standard or custom) for their users to be able to include as columns in their Spaces.  We’d recommend including the fields that are most relevant to your team, so that users can customize their own Spaces with those critical pieces of data.

Here's how:

1. Go to the My Org section of Manage My Org

2. Click into the Custom Spaces Fields from Salesforce

    

   

    

3. Use the dropdown menu to choose the Account fields that will show up in your team's Spaces

    

Here's a list of supported field types:

​BYTE
​DATE_TIME
​ANY_TYPE
​CALCULATED
​COMBOBOX

DATA_CATEGORY_GROUP_REFERENCE
​ENCRYPTED_STRING
​ID
​JUNCTION_ID_LIST
​MASTER_RECORD
​MULTI_PICKLIST
​REFERENCE
​LONG TEXT AREA
​LONG TEXT AREA (RICH)