Sales ops ·

Brooksource replaces ineffective sales engagement platform with Groove

The problem

Brooksource's previous sales engagement platform suffered low rep adoption because it was difficult to use, inflexible for message customization, and poorly integrated with Microsoft Outlook and Salesforce, leaving management without the visibility needed to understand rep performance or deliver effective coaching.

First attempt

The previous sales engagement platform was not intuitive or flexible; reps could not customize messages, felt like robots, and saw no value in the tool, resulting in low adoption and limited management reporting.

Workflow diagram · grounded in source
1
Previous platform deployed
integration
“Sales leadership had initially implemented a sales engagement solution to make their reps more productive and effective”
2
Field feedback surfaces problems
human_review
“they quickly got feedback from the field that the tool was difficult to use and offered little value”
3
Management visibility gap identified
human_review
“low adoption and limited reporting, management didn't have the visibility they needed to understand rep performance and deliver effective sales coaching”
4
Top three providers evaluated
trigger
“Brooksource began evaluating the top three sales engagement providers”
5
Groove selected as replacement
output
“Groove stood out as the only solution that offered the ease-of-use, flexibility, and relationship-building features Brooksource needed to support its full-cycle sellers”
Reported outcome

Brooksource selected Groove as its replacement, the only evaluated solution offering the ease-of-use, flexibility, and relationship-building features needed to support its full-cycle sellers.

Reported stack
GrooveMicrosoft OutlookSalesforce
Source
https://www.clari.com/resources/customer-stories/brooksource/
Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

Brooksource selected Groove as its replacement, the only evaluated solution offering the ease-of-use, flexibility, and relationship-building features needed to support its full-cycle sellers.

What tools did this team use?

Groove, Microsoft Outlook, Salesforce.

What failed first in this deployment?

The previous sales engagement platform was not intuitive or flexible; reps could not customize messages, felt like robots, and saw no value in the tool, resulting in low adoption and limited management reporting.

How is this sales ops AI workflow structured?

Previous platform deployed → Field feedback surfaces problems → Management visibility gap identified → Top three providers evaluated → Groove selected as replacement.