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Groove Chrome Extension Upgrade 2023

G-Suite users: Extension Upgrade Highlights
G-Suite users: Extension Upgrade Highlights

(Coming Soon) All the key updates to know about for your upgraded extension
experience

Written by Sanket Karamchandani
Updated over a week ago

Groove’s upcoming upgrade of our Chrome Extension increases productivity and
effectiveness everywhere your customer-facing teams work. This upgrade will
improve your Groove experience by optimizing performance, speed, reliability
along with several new features & enhancements:



 * Boosted Productivity: We've introduced quicker ways to find and insert your
   templates, a smoother scheduler integration, better reminder management,
   engagement heat levels at a glance, and more! This means you can get much
   more done in less time within your inbox and calendar. And in Salesforce, you
   have access to flows, actions, calls, and emails in all the pages you care
   about, right at your fingertips.

 * Streamlined Logging Controls: Logging emails and calendar events just got
   even easier. Whether you auto-log or manually log your activities, you'll
   benefit from an enhanced and cohesive experience for confirming records or
   quickly searching for new ones to attach. You'll also see additional status
   indicators so you know right away that your activities are logging correctly.

 * Improved Onboarding, Settings, and Troubleshooting: We've made onboarding
   smoother for new users, customizing it based on their roles. You can
   conveniently access important settings from the extension and quickly resolve
   any account issues.








THE RELEASE PLAN

The rollout will start in stages, beginning the week of November 12th, and all
customers will have the new extension by the end of November. The best part is
that your users don't need to do anything to enjoy these improvements unless
you're participating in the beta. If you have any questions or would like early
access to the upgraded extension, please reach out to your dedicated Customer
Success Manager.






UPDATED FEATURES

This section shows high-level preview information around each of the features
within the upgraded version of the Groove extension. We will be supplementing
this documentation with demo videos & deep dive documentation on each feature as
we get closer to the full release in mid-November.






ONBOARDING, SETTINGS, AND TROUBLESHOOTING

On first sign-in, users are led through an onboarding and platform-customization
experience








SETTINGS

 * Users now have quick access to Groove settings from Omnibar

 * What’s included: The main settings related to email and calendar








TROUBLESHOOTING

 * It’s now easier to detect platform disconnections and issues

 * Run self-service health checks to identify what’s wrong








OMNIBAR

 * Access key data and functionality from Salesforce, Groove, and other sources
   wherever you’re working
   
    * View, modify, create Salesforce records on the fly
   
    * View activity history
   
    * View, create, and execute Groove actions
   
    * View LinkedIn Sales Navigator profiles

 * Open Omnibar in its own window to use it alongside any webpage








NEW COMPOSE BAR

Groove functionality seamlessly integrates into the compose window!

 * Templates, Scheduler, Reminders, Logging, Email Tracking








EMAIL LOGGING

 * New and improved Groove UI/UX for streamlined activity logging

 * In Compose Bar:
   
    * Mini Search and Select
   
    * Advanced search

 * On existing emails:
   
    * One-click logging
   
    * Mini Search and Select
   
    * Advanced Search
   
    * Show logging status








REMINDERS

 * Create reminders while composing emails

 * See reminder status, create and manage reminders from existing emails








SCHEDULER

 * Insert Scheduler your Scheduler link, add your teammates, or book for a
   teammate

 * Insert Round Robin links from compose

 * Add Specific Times for your prospect/customer to choose from

 * Choose custom meeting type pre-set with Salesforce merge fields, web
   conferencing integration, and meeting details

 * Productivity Boosters:
   
    * Saved configuration when moving to Add Specific Times
   
    * Recent teammate search








INBOX-LEVEL ENGAGEMENT DATA

 * New Engagement heat level metric at-a-glance

 * View advanced engagement data for each email on hover:
   
    * Breakdown of tracking data
   
    * SFDC logging information
   
    * Connected Flow
   
    * Reminder info/timing








EMAIL TRACKING AND NOTIFICATIONS

 * Optimized notification view UI

 * Snooze notifications

 * Pop out notifications to a new window

 * Notification Hub v2 (coming soon)
   
    * Add notifications for due Actions or Actions assigned to you






CALENDAR LOGGING

 * Streamlined calendar logging experience
   
    * Collapsible logging UI
   
    * Quickly attach records with mini search and select
   
    * Advanced logging search
   
    * Validation rule support for activity fields (via multi-edit mode)








MEETING NOTES

 * Each teammate can write notes and tie them to Salesforce events. Supported
   for:
   
    * Single instance events
   
    * Each event in a recurring series

 * Basic formatting options (bullets, bold, etc.)

 * View Salesforce logging information








GROOVE FUNCTIONALITY IN SALESFORCE

Streamline workflows and provide additional ways for sellers to take action
within Salesforce.










CLICK-TO-CALL

Note: Only for OmniDialer customers.

 * Initiate outbound calls by clicking on phone numbers detected in the key
   pages in Salesforce




CLICK-TO-EMAIL

Note: Only for customers using OmniActions.

 * Fire off quick emails from Salesforce without disrupting your workflow








SINGLE ADD-TO-FLOW

 * Quickly add contacts/leads to a Flow from their Salesforce record page








CREATE ACTIONS

Note: Only for customers using OmniActions.

 * Create, assign, and execute actions wherever contacts and leads are in
   Salesforce








LIST VIEW AND SALESFORCE REPORT SUPPORT

 * Call, email, and create actions from List Views and Salesforce reports

 * Add multiple contacts to Flows in bulk from List Views






ADD TO SPACES

 * Add accounts or opportunities to Spaces directly from their Salesforce record
   page or list views
















FEATURES BEING SUNSET

With the new extension, we have enhanced many features, and we have also removed
some features for a few different reasons. This section describes the features
that are being sunset, and why.

 * Scheduled Send via Groove extension

 * Create Task via the extension popup

 * Log a Call/Note & Activities from Groove menu under compose

 * View Dashboards via the Extension

 * Using Salesforce Templates in Gmail


SCHEDULE SEND VIA GROOVE EXTENSION

We now integrate directly with Google’s own scheduled send option.. What that
means is that if you schedule an email with Google’s Scheduled Send, and also
apply Groove tracking and/or logging, Groove will track that email for opens and
clicks when it does get sent out, and we’ll log to the records you selected when
originally writing the email.




CREATE TASK VIA THE EXTENSION POPUP

We are sunsetting this feature for a few different reasons:

 * We now give users the ability to create & view their tasks directly in
   Omnibar

 * In Omnibar their admins can configure the fields that are relevant to their
   team’s tasks that they want to create

 * We are currently optimizing the “one-off” actions experience which will also
   be much more robust than arbitrary Salesforce tasks, as they’ll be connected
   to Groove templates, action types, Groove data, and SFDC data as well



Before the upgrade





After the upgrade




USING SALESFORCE TEMPLATES IN GMAIL

In the old extension, we give our users the ability to switch to their
Salesforce templates when inserting templates into their Gmail compose window.
However, this feature is no longer used widely within our customer base and
within Salesforce directly. At this stage, the recommended approach to manage
templates is within Groove directly:

 * Groove templates are more robust, supporting Salesforce merge fields, custom
   merge fields, as well as integrations with Vidyard and Highspot

 * Managing templates of all types (email, call, LinkedIn etc) within Groove
   keeps your content in the same place

 * Groove engagement data tracking on templates help you understand what
   messaging is working and what isn’t

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