Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Are you looking for an easier way to manage Salesforce data? Conga Grid allows you to quickly navigate, visualize and manage Salesforce data across multiple objects using a single grid. You'll always have the most up-to-date and clean data, which will result in happier customers and better documents. You can use your data to drive meaningful insights. Conga Grid simplifies workflow management with a 360-degree view on all your data. Conga Grid makes it easy to eliminate endless clicks. Conga Grid's inline edit allows you to avoid clicking through Salesforce records repeatedly to access data. Bulk edits can make data updates 50% faster and increase productivity by 10x. Conga products are purpose-built for seamless integration so that you can automate and streamline your commercial operations from beginning to end. All your Salesforce data can be merged.
Description
GridBuddy Connect simplifies data management and workflow processes with an intuitive interface that combines multiple CRM objects into a single, editable view. The platform supports powerful features like real-time search, conditional formatting for important fields, and easy integration with CRM systems such as Salesforce, Microsoft Dynamics 365, and Zendesk. By organizing data in a tabbed workspace and allowing batch actions, GridBuddy Connect helps businesses optimize their processes, improve productivity, and streamline how teams manage customer data.
API Access
Has API
No
API Access
Has API
No
Integrations
Microsoft Dynamics 365
Yes
Salesforce
Yes
Microsoft Teams
Yes
Salesloft
No
Slack
Yes
Integrations
Microsoft Dynamics 365
Yes
Salesforce
Yes
Microsoft Teams
No
Salesloft
Yes
Slack
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Conga
Founded
2006
Country
United States
Website
conga.com/products/business-process-automation/conga-grid
Vendor Details
Company Name
Validity
Founded
2018
Country
United States
Website
www.validity.com/gridbuddyconnect/
Product Features
Sales Analytics
Collaboration Tools
No
Dashboards
No
Forecasting Analytics
No
Ideal Customer Profile (ICP)
No
Lead Analytics
No
Pipeline Management
No
Predictive Forecasting
No
Predictive Lead Scoring
No
Sales Intelligence Reporting
No
Product Features
Sales Analytics
Collaboration Tools
No
Dashboards
No
Forecasting Analytics
No
Ideal Customer Profile (ICP)
No
Lead Analytics
No
Pipeline Management
No
Predictive Forecasting
No
Predictive Lead Scoring
No
Sales Intelligence Reporting
No
Sales Enablement
Collaboration
No
Contact Management
No
Content Management
Yes
Document Management
No
Goals / Quota Management
No
Lead Management
Yes
Meeting Management
No
Performance Management
No
Presentation Management
No
Proposal Management
No
Territory Management
No
Training Management
No
Sales Performance Management
Incentive Compensation Management (ICM)
No
Predictive Sales Analytics
No
Quota Management
No
Reporting / Analytics
No
Sales Coaching Analysis
No
Sales Gamification
No
Sales Performance Tracking
No
Sales Planning & Forecasting
No
Territory Management
No