Wish you could sell smarter, not harder?
In today's fast-paced sales environment, efficiency for account executives (AEs) isn't just an advantage — it's a necessity. During our recent “Clari Live: Groove for AEs" webinar, I sat down with Diana Maros, Account Executive at Clari, to reveal how AEs can supercharge their workflows using Groove so they can focus on what matters most: closing deals.
Here's a breakdown of what we covered, key takeaways you can put into action today, and how Groove is helping sellers drive more revenue with less effort.
Why AEs Choose Groove
Groove empowers AEs to automate busywork, manage their pipelines at scale, collaborate seamlessly, and close more deals faster. It directly integrates into Salesforce and your inbox, so you can:
- Update Salesforce fields without switching tabs
- Book meetings faster with real-time calendar sharing
- Automate multi-step prospecting cadences
- Seamlessly collaborate with Sales Development Representatives and managers
- Personalize follow-ups using AI-driven insights
“I use Groove to save time, focus on selling, reduce the amount of swivel chairing I have to do to update Salesforce, and scale prospecting into my key accounts,” shared Diana Maros.
How to Maximize Your Sales Productivity with Groove
1. Automate the Busywork
Groove’s Omnibar empowers AEs to stay in their flow and sell more efficiently. Directly from the inbox, reps can search and update Salesforce records, create contacts, and log activity—no tab switching, no time wasted. It’s a seamless, all-in-one workspace that eliminates manual busywork and boosts data accuracy in Salesforce. With Omnibar handling the admin, AEs can focus on what really moves pipeline: building relationships and closing deals.
“Rather than opening a new tab and waiting for it to load, I have the Omnibar to my right, which is essentially a window into Salesforce…Now in a matter of seconds, without leaving my email, I was able to check out the contact, as well as update a few fields on the opportunity, to make my life easier.” – Diana Maros
2. Manage Pipeline at Scale
Groove Flows allow you to orchestrate personalized, multi-touch, multi-channel outreach at scale — which is critical for AEs managing communication with hundreds of accounts. Whether you're nurturing existing deals or prospecting into whitespace, Flows enables you to keep momentum while capturing key metrics like open, reply, and exit rates, and ultimately driving higher conversion.
“Once I have my Flow and I'm ready to add contacts to it, Groove makes it really easy to add those contacts in bulk.” – Maros
3. Generate AI-Powered Email Follow-Ups
Groove's integration with Clari’s AI-powered conversation intelligence solution Copilot enables AEs to generate smart follow-up emails based on meeting notes and action items. You can personalize emails using account-specific insights and AI suggestions to drive deeper relationships and faster deal progression.
“Clari and Groove together makes it really easy so that you don't have to look back at your notes to see what happened during your call. This will pull in all of the people who attended my meetings, and then I can go ahead and use Clari AI to actually generate my meeting follow-up for me.” – Maros
4. Turn Collaboration Into Revenue
Groove’s Spaces feature empowers AEs and SDRs to collaborate more effectively by bringing live Salesforce data into shared, strategic workspaces. Teams can align on territory plans, track account activity, and assign tasks—all in real time. With LiveSpace Connect, changes in Salesforce reports are automatically reflected in your space — no manual updates needed. This keeps teams aligned on account progress and ensures efficient execution of sales strategies, enhancing accountability and improving overall sales performance
"You have the ability to assign tasks to each other using Spaces. So if I see that we haven't reached out to this account in a while, I could assign a task to my SDR and say, ‘Please add three new contacts to a flow.’ Then this is gonna show up in their to do list under the Actions tab. So they'll have all of their Actions that are due in one place.” – Maros
5. Book More Meetings, Faster
With Groove Scheduler, you’re able to share real-time availability, embed specific times into emails, and even coordinate multi-attendee meetings effortlessly. This reduces back-and-forth emails and keeps the deal momentum moving. Plus, you get built-in automation and reminders, allowing you to focus more on selling and less on tracking down tasks.
“Instead of doing the back-and-forth, ‘Hey, do you have 2:00 or 4:00?’ I can actually share my real time calendar availability by clicking into the Scheduler, inserting my meeting link, or by selecting a meeting type.” – Maros
Why Revenue Orchestration Matters for Account Executives
In today’s hyper-competitive selling environment, sellers need tools that cut friction from their workflows. Clari’s Revenue Orchestration Platform helps revenue teams:
- Improve productivity across the entire sales cycle
- Drive higher win rates through consistent, high-quality engagement
- Align sellers, managers, and operations on a single source of truth
When sellers spend less time on admin and more time selling, everyone wins.
Get Ready to Sell Smarter
Catch the full replay of the "Clari Live: Groove for AEs" webinar to see Groove in action and hear more best practices.
Asked a question during the follow up Ask Me Anything (AMA) session? Log in or create an account on the Clari Community to see all of your questions answered by Clari experts.
Don’t have Groove in your tech stack but wish you did? Schedule a demo here to learn more about how Groove can help your team sell smarter, close faster, and run revenue with precision.