Sales outreach ·

RevShoppe doubles connect rate and 2x MQL-to-SQO conversion with Groove inbound automation

The problem

The company was functionally underutilizing Groove's inbound automation capabilities, with Flows riddled with overdue actions and reps manually creating and adding tasks individually rather than leveraging automation.

Workflow diagram · grounded in source
1
Inbound process audit
validation
“RevShoppe ran an inbound process performance audit and found that they were functionally underutilizing Groove”
2
Findings and recommendations readout
output
“they first created a readout of all of their findings and recommendations to help the company prioritize which optimizations would lead to the most immediate impact to their inbound process”
3
Automation and governance creation
integration
“create automation, reporting, and governance to effectively manage the leads that were coming in”
4
Tiger team messaging alignment
human_review
“Working with sales and marketing, they created a "tiger team" that meets biweekly to define an aligned messaging strategy”
5
Automatic lead routing to Flow
routing
“leads are automatically routed to a Flow”
6
Rep execution on Actions
human_review
“All they have to do is come in and start executing on tasks labeled as Actions, rather than manually creating and adding them individually to Groove as they were doing before”
Reported outcome

After RevShoppe launched the new program, connect rate more than doubled within the first month and MQL to SQO conversion rate increased by two times compared to the period before the program.

Reported metrics
Connect ratemore than doubled
MQL to SQO conversion ratetwo times
Rep time savings on task managementsaved so much time
Reported stack
GrooveSalesforce
Source
https://www.clari.com/resources/customer-stories/fortune-100-tech/
Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

After RevShoppe launched the new program, connect rate more than doubled within the first month and MQL to SQO conversion rate increased by two times compared to the period before the program.

What tools did this team use?

Groove, Salesforce.

What results were reported?

Connect rate: more than doubled; MQL to SQO conversion rate: two times; Rep time savings on task management: saved so much time (source-reported, not independently verified).

How is this sales outreach AI workflow structured?

Inbound process audit → Findings and recommendations readout → Automation and governance creation → Tiger team messaging alignment → Automatic lead routing to Flow → Rep execution on Actions.

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