Name: Clari Live: Groove for AEs
Uploaded: 2025-04-09T16:16:12.074Z
Duration: 1 h 2 min 24 s
Description: Clari Live: Groove for AEs

Transcript for "Clari Live: Groove for AEs": Hello, everyone, and welcome to our Groove for AEs webinar. I'm gonna give everyone a couple of minutes to get settled in just before we really kick things off. But while I have you all here, hopefully, you're already aware that this session is actually just part of a much larger series on how to unlock your productivity with Groove. We are focusing on AEs today, but you can watch the replays or join us live for best practices and really to learn how to take your skills to the next level. Whether you're an SDR, a CSM, an SDR leader, or part of the ops team, we've got tips on how to make group work smarter for you. So I'm gonna post the link to the entire series in the chat here. Give me just a moment just so that you all have it. So you can go ahead and sign up for any of the other sessions that look interesting to you or find the replays there. And speaking of replays, today's session is being recorded. So all the replays of the previous sessions and more really great resources, including our university courses and our knowledge base, and all of your FAQs from these sessions are gonna be found in the Groove Hub. And I'll share the link to the Groove Hub in the chat as well. This is just a really great one stop shop in our community to find all of our top resources on Groove. And in addition to that, each of these Clari live sessions is followed by an ask me anything session where we'll dedicate a full hour to q and a. We've also reserved about half of our time today for q and a. So throughout the session today, as we dive into the content, please do feel free to enter your questions in the q and a tab. It's right up at the top of the chat. You'll see a couple of tabs there, and we'll really answer as many as we can during our session and bring any overflow into next week's AMA. Alright. As you all get settled in here, before we get started, we do have a quick poll for today. So if you look at the chat now and look at the top, you'll see another tab there that says poll. Should have a little red dot next to it because it's new. And just really curious to know how much time you would say you spend each week updating activities and jumping between tabs in Salesforce. Would you say you spend thirty minutes or less, about an hour, or two hours or more? So let us know what's true for you in the poll tab, please. And one note around the Groove hub that I shared, you will need to just sign in or log in to the community if you've never done that before to access all of our fantastic resources. There's just a login button at the top right, and that'll walk that modal pop up. We'll kinda walk you through how to just sign up for the community if you've never done that before. It takes one minute to do. And you can always reach out to community@Clari.com if you need to. I'm gonna give us just another minute or two for the poll. So, again, just curious about how much time you spend in Salesforce updating activities or jumping between tabs. Does that look in a given week around thirty minutes for you? Is it closer to an hour, or is it closer to two hours or more? And while we're wrapping up our poll here thank you, for all of your responses as I see them coming into the poll. All that's really left before we get into what you came here for today is to introduce you to your speakers. So for this session, we're really lucky to be joined by Diana, who is part of our remarkable sales team, and Sanket, who is a member of our wonderful products team. So without further ado, I'll get out of your way, and I'll hand it over to Diana and Sanket. Awesome. Thank you for the introduction, Kenna. I'm excited as an AE who uses Groove every day to walk you guys through how I use Groove to save time, focus on selling, reduce the amount of swivel chair I have to do to update Salesforce, and scale prospecting into my key accounts. So jumping into my inbox here, if I just got this email from Ryan and I need to go ahead and update a Salesforce field, Rather than opening a new tab, waiting for it to load, I have the omnibar to my right, which is essentially a window into Salesforce. Right now I'm on the contact. I could view and edit any of these fields, maybe even check out previous activity history if I wanna see, hey. Before I respond to this email, have we ever mentioned pricing to Ryan in the past? It's searchable and sortable. And if I wanna actually update my opportunity, I can click this related records button and easily jump to my opportunity. My stage has changed. I've progressed it to stage two, proof of value. And I just actually sent them a quote for 75,000. So I'm gonna update my amount. 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. I can also create new objects right from the omnibar. So if I see that Ryan wants me to also reach out to Natasha at his company. Again, rather than going into Salesforce, opening a new tab, I can just click this plus button here at the top, jump down to new contact, enter the information like their first name, email address, anything I need to create a new contact, click save, and I've created a contact in Salesforce without ever leaving my email. And just to jump in here, Diana, I wanted to mention that all these fields that we're seeing here, we've configured as, examples for our org. But whatever is most relevant for you to see in terms of the fields either on this opportunity level like we're seeing or earlier when Diana was showing the contact. Depending on what your team cares most about, we can configure all those fields. And so you're only seeing the fields and objects that you care about. And similarly, in the plus button up at the top, you've got the different buttons for the objects that you can create in Salesforce. This is all also configurable. So depending on the objects that your team cares about, you'll have buttons for those as well as the fields within those objects to be able to fill out when you are creating those records. Yep. Exactly. Another way Groove makes my life easier is by using the scheduler. So if I need to book my next meeting with Ryan, I can just reply. And instead of doing back and forth around, hey. Do you have 02:00 or 04:00? I can actually share my real time calendar availability by clicking into the scheduler, inserting my meeting link, or by selecting a meeting type. This is also customizable. So if you jump into your scheduler settings, you'll be able to actually customize the different meeting types as well as integrations with Zoom, Microsoft Teams, Google Hangout, depending on what you're using so that you automatically have description, title filled out, as well as the meeting location. One other cool thing you can do in there, Diana, if you jump right back in for just a second, is you can add your teammates on here as well. So if you need to create a meeting with, other folks on your team, either you wanna, you know, have an SDR join the meeting or a manager as well, you can have those folks join, and it'll pull in the availability from everybody who's, inserted onto this link. Yep. Exactly. If you don't wanna share your full meeting availability, you also have the ability to add specific times. So if you click this add specific times button, you'd be able to embed certain times, versus then sharing your full availability. Once I go ahead and book this meeting, jumping into my calendar now, Groove is going to have a real time bidirectional sync not only with your email logging your activity back to Salesforce, but also with your calendar. So if I had this meeting with Cisco earlier today, I jump in and I wanna edit this meeting. You're gonna see oh, go ahead, Sanket. Sorry. That's alright. I was gonna mention before you jump into, all the details here, we've got a few fields. These are pulling directly from Salesforce. And depending on your settings, like Diana was mentioning, the event is gonna be logged over to Salesforce automatically for you. But even further than that, these fields are really what's gonna capture the the real insight from this meeting. So, you can, in this case, you know, select what type of meeting it was. In some cases, you might have, like, meeting outcome. You might have whether an executive attended. You might have a bunch of different fields that are relevant for your team to then, you know, gain insight from what happened in each of those meetings. And beyond that as well, the the data operations or the revenue operations team, they might have automation built off of these fields as well. So, filling that out is, you know, it's gonna be important depending on, you know, what your team's process is, and we can pull in those fields, directly to the to the calendar interface here for you. Yep. Exactly. Now after my meeting, when I wanna go ahead and follow-up, I have a really easy way to generate that follow-up email directly from my calendar. So if you are using Clari Copilot to actually record your meetings, Clari and Groove together makes it really easy so that you don't have to look back at your notes, what happened on that call. I can quickly I can quickly click send follow-up. This will pull in all of the people who attended my meetings, and then I can go ahead and use AI to actually generate my meeting follow-up for me. Go ahead and click this generate and replace button. And what's happening here behind the scenes is that the summary and the action items are captured by Clari Copilot. So based on that data and what you choose in the tone is, it's all gonna be taken into consideration to pull up your, follow-up email. Of course, you can go ahead and edit it if you want, but the basis of that data is exactly what happened in that meeting. Yep. Exactly. So if I wanna look at, say, like, account notes from a previous call so that I can further personalize this alongside the AI generated follow-up, maybe I wanna add something like looking forward to continuing to understand how we can support a unified platform. Have you gotten out to play golf? Because I've noticed that he likes golf. So I'm using the best of both both worlds. I'm going ahead and personalizing this so that I'm calling out some additional things I wanna mention, something we've talked about in the past, like how he likes golf or their overarching goals to have a unified platform. And then I'm also leveraging AI to make my job easier. Especially with these action items, I love that Clari gives me the ability to pull in the action items automatically so that I don't have to spend a lot of time digging through notes, digging through call transcripts to understand what our next steps were. From here, I can go ahead and click send, or I could schedule send if I wanna send it later and then move on to my next task. When thinking about how AEs use Groove, if you come in, it's Monday morning, you're probably going to answer emails that you received in your inbox, schedule some meetings, or send follow ups. And then once you've cleared the way for more prospecting, now it's like, how can I, as an account executive who's busy dealing with active deals, scale prospecting into my key accounts? Or maybe you wanna leverage group flows for something like an event you have coming up. You wanna try to drive attendance to this webinar, for example, or you're going to Dreamforce and you wanna target your accounts that are gonna be a Dreamforce. There's a lot of different ways AEs can use these cadences. For day one, I send an email. You know, maybe day two, I make a call. Day three, I auto send an email so I don't even have to think about that bump so that you're automating the work in the background to help scale prospecting into your key accounts. So once I jump into Groove and I'm looking at this flow section, I have the ability to create a new flow, or I can search for a flow that's been created and shared for me by my team. Maybe I wanna focus on outbound prospecting today. So I'm gonna go ahead and jump into this top accounts flow. If this flow has been created for me, you can preview the content. What are the emails that I'm gonna be sending? What does the LinkedIn message look like? Here, I can see on day three that automated email. As an AE, I love to have my first step be personalized or a manual send, and then my later email be automated. So just simply bumping that thread, and I don't have to worry about going back and sending it later. 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. So I can click this add button and jump to people. Here you see this ability to search for any contact or lead. So if I just wanna focus on one account, you know, I'm sticking with Cisco. We just had our EBR. Now I wanna reach out to some of the sales leaders that I didn't get a chance to meet with them, the EBR to try to book a one on one meeting with them. I could just search by that account and add those contacts. I could also pull in a list view or a Salesforce report directly from Salesforce without leaving Groove. All I need to know first is going to be the folder that I'm searching from. So if I wanna use this folder, for example, sales demo, and then I wanna pull in my key contacts report, this is going to pull in all of the contacts and leads found in this report. It's gonna go ahead and dedupe it for me if I've already added them, if they've unsubscribed. Here, I can see I have 24 eligible people in this report, and I'm gonna go ahead and add them all in bulk. And one other thing too, if you folks, prefer or you do some of your account research directly in Salesforce, you can add people to flow from there as well. So you'll notice the add to flow button up at the top there. This allows you to choose a few people and add them to flow. Similarly, if you go to an account page and you're, you know, looking specifically an account, you wanna potentially add a few folks from that account, you can, do so from from the view within the account page here as well. Yep. Exactly. Couple, tips and tricks. Wherever you're working, there's a way to add people to flow, get them into your, flow to start working them. And then separately as well, we have integrations with products like ZoomInfo, where you can add directly from, their interface as well. Yep. And one of the really cool parts about using Groove directly in Salesforce, if I hover over any objects in the Salesforce, the omnibar will load that object. So if I wanna look at the activity history with Claude here, this would give me the ability without leaving this page to quickly check out their activity history. And if I realize, hey. Claude's actually a great contact for me to add to a flow, I can use the omnibar directly in Salesforce as well to add to flow individually. Jumping back into Groove, once I've added my contacts to the flow and I'm ready to execute on my steps, I can see I have 21 people due here. This is going to queue up the action for me. It's pulling in things like their first name and the template. The omnibar is following me around. So, again, I have that activity history or notes if I wanna use those to customize my personalization. I could even check out the contact on LinkedIn. You have the ability to go through, personalize these one by one, and send individually, or you can come here at the top. And let's say I wanna send all 36. I could go ahead and send all 36 of these emails in bulk. So depending on the level of personalization you wanna do, the speed you wanna work at, you have that flexibility to either go through one by one or send them all at once. And one other thing, that makes it a lot easier to work through some of your actions. Diana here is showing it on the flow level, but if we jump to the actions page, we can see the entire list of of actions across flows. And so what you can do here, is basically work down your list in a way that makes the most sense for you. So, for example, what we can do, up at the top left there is filter. And let's say we wanna filter just by our calls. And then maybe in the time zone, you wanna filter by, East Coast, for example. So that way you can do your block of calls, for folks who are in the East Coast. And what's coming pretty soon in this area as well is, a concept called saved views. So this filter that we just created, you can actually save that as a view and, revisit that later without having to recreate those filters. So just another convenient way for you to complete the actions across flows. Let's say, you know, you have one flow for outbound prospecting. Maybe you have another one for inviting people to a webinar or and also to, you know, conference, that sort of thing. They'll all end up in this actions list here. K. Exactly. If you do prefer working from Salesforce, exactly to Sanket's point, we wanna make it as easy as possible for you all to be able to execute on these actions. So you can do it from flows. You can do it from the actions within Groove. Or even if you're in Salesforce, anywhere you have this play button, you can click it and view all of your actions. Same thing. You can create views if you'd like to filter. But let's say I wanna execute my actions directly in the Salesforce UI. I can click play and execute those actions here as well. When you think about using Groove, flows are gonna be a great way for you to prospect at scale. Again, drive attendance to events that you have coming up or get in touch with additional stakeholders within your key accounts. Groove also provides a way for you to look at your accounts and collaborate with, say, your SDR or your manager to make getting visibility into where your account stands easier and create a plan of action. A lot of times, customers I work with, when we first start using Groove, they have something like this in Excel. You do a lot of copying and pasting. It's a lot of manual effort to update. Groove removes all of that by allowing you to pull in real time Salesforce data, real time Groove engagement data. So if I'm looking here and I wanna create a space for me and my SDR to collaborate on, I can have this space like a tier territory accounts where we're both shared on it. And I have the ability to add accounts one off if I just wanna search for an account to focus on, or I could even pull in all the accounts that I own and bulk add these. And now it's gonna create a list of accounts for me to be able to collaborate with my SDR on. And real quick, another thing to mention here is what's called live space settings. So, the example that Diana just showed, you're adding a a set of accounts or opportunities to a space. But sometimes territories change, sometimes you get new accounts in your name. Different things can happen where, you know, you wanna target a different set of accounts. So that's where LiveSpace Connect comes in. And what you can do is add a Salesforce report to this space, and what that does is whatever reports are currently in that folder or sorry, in that report are gonna be in your space. If there's any changes to that report in Salesforce, it's also gonna change in your space. So it's keeping up to date exactly with what's in the report in Salesforce. Yep. Exactly. So jumping back at one of my active spaces I'm sorry. Let me just delete this. I, of course, messed with it by adding a report, so I'll come into this one. You'll see these columns here. You have the ability to customize the columns you want to see. You can pull in data directly from Salesforce. So if you wanna see competitor information, if you wanna see, like, what current products that they use, you have the ability to customize this here. You also can create your own columns. So I love doing this with my STR because sometimes we just want to basically share notes back and forth of, like, why we think this is a good account. So why is this a key account, for example? And if I want to make this a selection option field or if I wanna make it just full data or where I can type anything. I have those couple of different options. And one of the really cool parts about this is if I click into the account name, this is gonna show me all the accounts that we've been reaching out to at three m. If I wanna add a couple of people to a flow, I have that ability here by just quickly selecting the contacts I want to add, the flow I'm choosing, and then I can add them directly from a space. I can also see, hey. Are there additional contacts in Salesforce that we've never reached out to? And that would show here. This is, of course, our demo account, so there's typically no one we haven't reached out to. But when you get a new territory and you're looking to prospect into it, it's often that you'll have additional contacts in Salesforce that you've yet to reach out to. So this gives you really easy visibility into which of those accounts that is. Again, the omnibar is following me around. So if I wanna check out notes here or add account notes in the omnibar while I'm working these accounts, I have that flexibility. You also 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, hey. Please add three new contacts to a flow, assign this to the SDR I'm collaborating with, create task, and then this is gonna show up in their to do list under that actions tab. So they'll have all of their actions that are due in one place. Another great part about using spaces is any of these accounts that I'm reaching out to, I'm gonna be able to see things like the last touch and the last engagement. So if I'm looking at three m and I see that we last reached out to AJ a year ago, that's a contact that we've really let slip through the cracks, and it's been a while since we've reached out. So maybe I actually just wanna call AJ on the fly here because it's been a long time since we had any engagement with him. So it's bringing those contacts and visibility into who are you engaging with, who have you let slip through the cracks to the top of who you need to reach out to, and giving you all of that data in one place. Cinca, anything additionally you would add here before we jump to q and a? No. I think you hit the most points. The spaces concept really is a great one to be able to collaborate with your teammate, whether that is SDRs or your manager like Diana was sharing. So, you know, you can customize it to your liking. You can change the columns around. You can can create new columns if you want. There's a lot to do in there. But, yeah, all up to how you wanna work on those account lists. Okay. Perfect. Well, excited to look at some questions now. Thanks, everyone. As Diane mentioned, that leads us to the Q and A portion. So, I'll go over just a couple of things to cover some of your questions from the chat before we really dive in with Diana and Sonke. So, remember to ask questions today. You'll simply continue to type them into the chat or the q and a tab. Elijah and I are going to continue to keep track of your questions for Diana and Sonke, so we'll surface them to the whole group. We're gonna answer as many questions as we can today. If we can't get to every single question at the time that we have left, don't worry. We'll bring any overflow over to our ask me anything session next week, where we're dedicating a full sixty minutes to any follow-up questions that you might have. So if you do have a question that ends up being very specific to your configuration of Groove or your Groove instance, and it's gonna require more detail than you probably wanna share in this forum in order for us to support you, Don't worry. If we end up needing to put it in the parking lot for the time being, we'll still make sure that we follow-up with you. I see a few questions here that are maybe troubleshooting something not working as expected. If you are having any specific issues like that, please don't hesitate, in partnership with your admin to reach out to our support team. We'll be able to investigate it exactly for you and how your, automated actions or anything like that are set up, and your integration with Salesforce just to make sure everything's working appropriately for you. So so please don't hesitate if you're experiencing any specific issue to reach out to our support team. And before I hand things over, I will say that this session is being recorded. As mentioned, you can find replays of the previous sessions from this series or any of our other webinars in the community. All the sessions from the unlock your productivity with Groove series will be posted there. So I'll share some links in the chat in just a moment. But before I do that, I'm gonna stop my share so we can start to dive into questions. Awesome. Thank you so much. There were a couple themes that came up with the questions that, were submitted during the session. We have quite a few questions around, follow-up actions and flows. So maybe we could start there. One question that we had was, could you show us again how you kind of created the email, what button you use to get it going, for the follow-up emails and stuff? Yep. Let me go ahead and share my screen again. Perfect. So I was in my calendar. This is really available, though, anywhere that you have the omnibar. So if I am looking at my omnibar and let me just refresh really quickly. Anywhere I have the omnibar here on the right hand side, I have the ability to get there two ways. One is going to be by looking at activity history. So if I want to jump in and look at, let's say, Cisco's activity history and I sort by event, anytime I have this call recording using Copilot, I can actually just click down and click this send follow-up button. And then I'm gonna click this AI generation, select the meeting, and generate. I also have the ability to use this AI email function anywhere with actions. So if I want to create a one off actions, I can click this play button and use it. Or if I wanna create new action, this will bring me to my action window. I select email, and then, again, I'm gonna have this ability to open email generation. Awesome. Thank you. And on the topic of the AI generation feature, Would you be able to clarify if that's available for everybody or if there are any steps that need to be taken by the org or by the admins in order to get that functionality enabled? Yeah. I can take that one. So, the send follow-up email, from the omnibar, which is the first example that Diana showed, that is available to all customers who have both Groove and Copilot. And then the, email generation up at the top, that's being rolled out, and that has to do with, basically getting getting approvals to be able to use AI within within Groove and within, you know, each company. And so, that's being rolled out periodically. So if you don't see it yet, we're we're in the process of rolling out with EIS. Beautiful. Thank you. And when we're using that AI follow-up, or that AI email generation feature, where are we pulling the content from that email from? Is it from Salesforce, or are we using other sources to to generate that content? Yeah. So the the send follow-up email, that is being pulled in from the Copilot meeting data. So, you see right underneath, in that same screen there, there's the summary. And then if we scroll down a little bit further, there'll be action items on this meeting, And that's where we're pulling in, the follow-up email, generation. Thank you. And then, the last question that we have on the follow ups and AI email, generation features is, is it possible to select the language that you want, the follow-up email to be written in, or will it always be be English? That's a great question. I'd have to double check on that one. We can follow-up. But, basically, Diane, if you could jump into the new email one one more time. Mhmm. So there's a couple different, aspects here. And if we yeah. Right over here, we have, the ability to write a cold email as well as the meeting follow-up. And here, you can pull in, value propositions that are set at your team's level. And then separately, what we're also gonna be introducing is a concept of essentially writing a prompt. For example, write me an email, that's a follow-up, that has a personal tone, and, you know, is about this person, and and things like that. So you can write in your own prompt coming soon. And that way, you can customize it to to the data that that you have or to your liking, essentially. Cool. Thank you. Thank you. Some of the other questions around actions and flows that we had. Actually, it's just around low. So, yeah, maybe we can move there. Is there a way, to select and move contacts and or groups of contacts that you have in your flows to a different step in the flow as opposed to having to move them one by one by using, like, the skip button? Yep. Great question. So if I am in the flow where the contacts I want to move are located, I can click this people button, and I can jump to the step that they're currently on. So if they're on this day one step, I'm gonna jump to that step. It's gonna show me my 28 people due. I have the ability from this screen to select all, move to another step, move to another flow, or even remove from flow. If I don't want to select all of them, I can go through and select them one by one. Great. So that's how you can move them in bulk. Sweet. Thank you. Thank you. And then We have one question, which this is the perfect page to be on for that. Could you cover really quickly how we can add an AB step to a flow? Yep. So once you've already created your flow, so let's say you create day one, day two, day three, and then you wanna add an a b testing to one of your email days, you're gonna complete the building of your initial flow. And then once you're on this window where you're seeing an overview of your flow, you have the ability to click these three dots right next to, let's say, like, my day one step. And then here, I'm gonna click add template, and I'm going to select the template I want to AB test, add template, and then it's going to work the way you would typically AB test. If you had a hundred people in the flow, 50 will be selected for your template a, 50 would be selected for template b. But when you are working through the flow, if you wanna flip flop based on a specific contact, you have that flexibility as well. Thank you. And then around for flow importing, are we able to add people to a flow that are not already contacts or leads in Salesforce? So there are a couple of ways in SimKat. Curious to have you add additional context here, with, like, any admin settings that they would need. But if you have a CSV report, or a CSV file that has, columns of people's names, emails, you do have the ability to bulk upload them and then have them both simultaneously be added to the flow as well as be created as a contact or lead at the same time. We do require that if they are not contacts or leads, you have the ability to create them as contacts or leads, And the reason we do that is for your data quality. We don't want you to be able to, you know, reach out to, like, 50 people that aren't in Salesforce, then your SDR is also reaching out to those people, and we're not able to see, hey. When was the last touch the last engagement? It's a poor experience for your prospects and a poor experience for the reps who are collaborating. But if you do wanna bulk upload a list of contacts at the same time as adding to the move flow, that's gonna be available for CSV lookup. We also have an integration with ZoomInfo and other data providers. So if you wanna push them from ZoomInfo, for example, directly into your flow, that's gonna be, a capability as well. Yep. And just to talk through the the configuration there, that that has to be set up by the admin. It's called direct import. There's documentation on that feature in our help center. So, yeah, we can send that out, as well. But, yeah, that's set up by the admin, and then same thing on the ZoomInfo, integration side. That also needs to be set up from an org level. Awesome. Thank you. And, another question that we had on flows is do all orgs have, or do all users at an org have the ability to create flows, or is that potentially controlled by an admin setting? That is controlled by an admin setting. So it is up to your admin who has the ability to create their own flows. Thanks for clarifying that. And, this is more of a best practices question, but, we have somebody who's wondering what's the best way, in your opinion, for organizing flows? Would it be by industry, by company, the messaging? Or are there other things that we commonly see taken into consideration when determining how flows are are organized? Yeah. That's a great question. It definitely depends on how you like to target your key accounts. But I would say best practice wise, industry is a great way to do it because if you have let's say I'm selling into restaurants and automotive and tech, I may wanna approach them differently with customized messaging that helps me target what their pain points are or use specific case studies in my follow ups. So targeting by industry is a great way to do it. Targeting by company can be a little niche. But if you are, like, in super enterprise, you know, who you're targeting is super enterprise and you only have, like, you know, five to 10 accounts, it can be a good way. I think by industry or by value that you're trying to solve is gonna be one of the the better ways to organize your flows because, again, it keeps that same messaging track. Or if you have, like, specific events coming up, that's gonna be another great way to organize your messaging. And real quick, just to add on to that, Diana, can you jump into the Flow's, homepage? Mhmm. So there's a couple different things you could do here, in order to organize those a little bit better. One is the, concept of collections up there at the top, which basically is a collection of flows. And so you can create a collection for, you know, any of the examples that Diana mentioned and include five or six flows in there, whatever makes the most sense. And then if we jump back to flows one more time, Diana, you can also use labels on your flows. And so, essentially, with that, you can label each flow. For example, my, IT persona flow or my, you know, financial industry flow or that that sort of thing. And that way, you can filter down by those specific subsets and and work through those and and kind of organize them organize them that way. Great call out. Thank you so much. And this one kind of pertains to flows, but also maybe more to to templates as well. Do all templates need to be put into a flow in order for them to be sent out, or is there a way to use a template by itself and send it to to multiple people? Yeah. Great question. So templates give you the flexibility to either use them in a flow, as a flow step, or be used on their own both within your email provider or directly in actions. So if I am in my email, for example, and I am going to send an email to my contact, Colina, I can come here and create or insert a template. And here you can see it's pulling in things like her first name as well as my scheduling link. Or if I am using actions, I also can use templates there. So if I'm creating a new action and I want to send an email very similar to what you saw directly in your compose window, you also would have this ability to insert a template to send one off. Beautiful. Thank you. Thank you. And then, our last kind of question touching on flows would be, is there a way to see all scheduled activities from flows that you have in the upcoming weeks? Sankal, I'll let you take that one. Sure. Yeah. If we jump to actions, the actions page is the best place to do that. This will show you everything that's currently due, and you can also see things that are due, in a cup in, you know, upcoming days. And one other, portion that we're gonna be adding here pretty soon is the concept of seeing all your outbox actions across different flows in a different tab here in actions. And so with those in combination, you could basically see everything that's open for you and everything that's currently scheduled to go out. Awesome. Beautiful. Thank you. Another product area where we got quite a handful of questions, is spaces. So maybe we could jump there next if that would be cool. Yeah. One of the questions, we did have a question around, like, live spaces. Someone wasn't to find the, live space button. Would we be able to just show where that is one more time both in an existing space and maybe when creating a new space? Sure. So in an existing space to get there, I just click into the space name, and then there's gonna be a second tab next to accounts that says live space settings. And this is where I've linked that Fortune five hundred accounts that you saw when we were walking through the demo. Here is where you can edit it and choose your report. Just a key call out here because I think it's a common question. When you are looking for your report to link, you need to select the folder that it's in and then select the report name. So if you try searching for the report name, in the first way that you look, you may not find it. So you just need to pick folder and then report name. But I got here by just selecting these live space settings. And then if I jump back to create a new space, I can select if I want to make this an account space or an opportunity. I'm gonna name my space Diana's accounts, and then I'm gonna check this box that says enable live space, create, and then it's gonna immediately take me to that tab of live space settings where I have live space connect. I'm gonna connect via Salesforce report. Here's exactly what I mentioned where I'm gonna select the folder, and then I am going to select the account that I want to or I'm sorry. Then I'm gonna select the report that I want to use And then click save. Great. Thank you. And then we have a couple questions on reports and adding accounts in different ways, which maybe goes well based on what you just showed. Is there a way to have Groove add accounts that have open opportunities automatically, or would that be entirely manual? I think that kind of dovetails with live spaces maybe. Yep. That's a great question. So when I created that new blank space, if you wanted to look at opportunities, you would just select an opportunity space and then select a report. I select a report with accounts. You would select, say, like, a pipeline report, open opportunities report, same process of what you did with accounts, but you're gonna switch the object to opportunities. Sweet. And, Would you mind walking through how to share users perhaps on a space? One person was, mentioning that they don't see the opportunity to assign, spaces tasks to teammates, and that sharing is a is a prereq. So maybe we could cover that. Yep. Definitely. So once I'm in my space, I can click this button that looks like a plus sign plus a person, and then I'm going to share the space. So I'm gonna select the person I want to share my space with and then click share. This will then give them access to view and edit the space. It'll also allow you to assign tasks to them. I can rearrange these columns. So if I want to bring the task, say, a little closer to the front to make it easier for me to see the open task, I can do that and then I'll have this plus button to add a task and assign to a team member who is shared on my space. So, again, I got here by just clicking this plus button with the little person once I'm in my space and then selecting who I wanna share it with. And one other thing to mention here, we didn't mention this in the demo because we were talking about the flow actions, but each of these tasks that you assign to another person shows up in their actions list. So it'll show up as, you know, to do item for them as well as it also sends an email to them, an auto email generated with the details that you put in. So that way they, you know, they get in their inbox as well. Sweet. To kind of go off of what we were talking about a little bit earlier, sorry to jump back, If you do use that option, to pull in open ops into a space, if you end up closing one of those ops, would it automatically remove that op from the space once it becomes closed in Salesforce? Yeah. Great question. So the live space settings is going to mimic what you have in the report. So if you have only show me open opportunities, for example, as the way that you've pulled the report, as soon as that opportunity status went from open to closed won or closed lost, it would remove it from the space automatically for you. So you just wanna make sure that when you're pulling your report, you include those settings of how you want Groove to respond because anytime an opportunity is added to the report so let's say you have a new opportunity you're working, it's marked open, and it's stage one, it would automatically pull in. And then if you had, you know, again, those settings to only show open when it closed, it would pull out. So that's the great part about LiveSpace settings. You're not required to manually add and remove based on where you are in your pipeline. You just create one report, and then we're gonna mimic it. Awesome. Thank you. And then we had a couple of around the columns that are available and that can be added in spaces. One of them being, would you be able to walk through, how you added your why was this account added column one more time? Sure. Yeah. So there are two main ways that you add columns directly to this view. One is going to be your ability to create your own column, which is what I did earlier. So if I add column and I want to make it a text field and I just titled this, why is this a good account, And now I can type notes here that are collaborative with my SDR or my manager. I really love using this with my SDR, but even for myself because if I do a bunch of account research and I find that, like, Cisco had a close loss up. Their CRO came from a company that used Groove and Clari. The other main way that you can customize the columns you see here is Salesforce columns. So this pulls in live data directly from the Salesforce object whether you're on an account or an opportunity. So I click I click the settings gear, and this allows me to choose the columns I want to appear based off of Salesforce data. If there are columns in Salesforce that you don't see that you would love to have, you can let your admin know, and they can make them available to you in spaces. Awesome. You knocked out one of the follow-up questions there as well. So thank you. Only other thing on that that we have is when you add those custom columns to Salesforce, is that data those notes that you're taking under your why is this account added or why is this account good, are those notes stored in the space, or are they stored in Salesforce? Great question. So when I create a custom column in spaces, this is only stored within my space. So these are notes that, you know, maybe you just want to be private or are more of like a recap or they're just personal for you. You don't necessarily want them pushing back to Salesforce. Any notes that I add in the omnibar here under the notes tab, under account, contact, or opportunity, those do push to Salesforce. So you kind of have both options, and I can access the notes that do push to Salesforce directly in spaces as well. So you're basically choosing, do I want this to be, like, on the overarching notes that are logging back to Salesforce, or do I wanna create a private column for myself? Great. Thank you. On the topic of of the omnibar, which we just pulled up there, we had a couple of questions around around that. Mhmm. So would we be able to clarify where those notes that you take in the notes tab of the omnibar, where they push back, in Salesforce or where they sync to? Yeah. Great question. Kind of has multiple answers. Out of the box, we push to a field called GrooveNotes. Again, depending on the object that you're looking at, account, contact, or opportunity, it's gonna push to a field called GrooveNotes on those corresponding objects. A callout here is if you're not seeing it in Salesforce, your admin may need to just add it to the page layout, and that's why you're not seeing it. But if you were to pull a report, show me all the accounts with GrooveNotes, you'd be able to see it. So something to look for if you're not seeing it, something we can customize with your admin team. Where these notes push, though, is customizable. So your admin may have said, like, hey. We already have an account notes field. We don't want it to push to a separate group notes field. We want it to push to a field that's custom to our org. So that is also an added flexibility that your team has. So something to just confirm with your admin. And, again, it's very easy for us to add it to the page layout if you're not seeing it. Awesome. Thank you. Thank you. Another question we had pertaining to omnibar is when you click the plus button in the top, center of the omnibar, and we have those different quick create, new lead, new contact, new task. How how do those options get populated? Is it customizable? And if they're not seeing one of the options that we have in our demo instance, how might they go about setting that up? Yep. Exactly. It is customizable. So this is, again, controlled by your admin. So if there are additional objects you'd like to see there, you can request that they be added by your team, because they do have the ability to show you different objects that are both available in Salesforce. Or if you want to log a call, for example, like you see here, all of that is controlled at an admin level. Awesome. Thank you. And then, is there any way to use the omnibar to check and see if you already have a contact created for a certain email address. Yep. Definitely. So two good ways to be able to do that. If I am, say, like, in my email, for example, and I'm going to email someone, I can hover over their email address, and the omnibar will load. Here, you can see Kaleena is a contact in Salesforce, so it's automatically pulling in her data. If I were to say try to email a different contact and hover over his email address, I can see that this person is not a contact or lead, so it's giving me the option to add him as a contact. You can also search anywhere you have the omnibar at the top for their email address or name so that you can check to see is this person a contact. This is a full search bar of Salesforce. I would see, like, no results found. Awesome. Thank you so much. That knocks out the questions that we got on on the omnibar. We probably have time for for one more question, before before closing. So maybe for that one. We got a question, on flows earlier that I missed. Is there a way to bulk remove contacts from a flow who've opted out of emails, or do you have to manually do it one by one? Yeah. Diana, do you wanna do you mind if I take that one? Yes, please. So, yeah, the best way to do that is by using automated actions. So if we jump into a flow and over to the settings tab within that flow, there are automated actions down at the bottom. You can either set these up at the flow level or at the global level, which means they apply to every single flow in your org, which in this case, you know, it might be a good idea. They can also be set up at the collection level. So for, you know, specific sets of flows. But the way that you would do that is you would do on Salesforce update, which is that fourth or fifth one down the line. And the field that you wanna look for is whichever opt out field your team is using. And, yeah, email opt out is a good example right there. And then value would be is checked. So, basically, Groove is gonna read when, you know, the email opt out button or sorry. The email opt out checkbox become checks in Salesforce and then does your action. So in your case, you would remove them from flow here. Awesome. Thanks so much, Venkat and Diana. With that, I'll hand it over to Kenna. Thanks, Elijah. Hey, everyone. We have literally one minute left. So I am unfortunately gonna wrap things up just for today. We do have, the other sessions in our series here, so don't worry. We will bring any of your questions that we weren't able to get to today into our ask me anything session later this week. I'll just flash this really quickly to remind you that there are other webinars in our series. So don't forget about the other sessions. Whether you wanna learn how to unlock your productivity with Groove as an SDR or for your CSMs, SDR leaders, or maybe for your ops teams, your admins, we've got tips for them on how to make Groove work smarter for you. I will post that link to the entire series in the chat again because you can find all the recordings there as well as sign up for the future sessions. Additionally, the replays, the events, and other resources are gonna be available in the Groovehub. As I mentioned, if you've never signed up for that before, you may need to just register. We wanna know what you want your username to be, and a couple details about you for your community profile. But we'll take just a minute or two to do that, and then you can find all the recordings, the events. And we're also gonna take all of the questions that you've asked in this session and next week and turn them into content in the community. So if you're curious what your SDRs were asking us a couple of weeks ago and you'd like to check out those FAQs, those are gonna be in the group hub too. And each of the live sessions is followed by ask me anything session just like this one. So there's a ton of great content from you guys, from CSMs, from SDRs, and in the future from SDR leaders and ops for you to find there. So thank you again so much for joining us today. I don't wanna make you tardy to your next meeting or sync, but we will hopefully see you next week and hope that you took away some great learnings from today. Appreciate you joining us.