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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Sweep simplifies CRM, enabling you to operate more efficiently. With Sweep, you can visualize, create, and oversee your CRM workflows, regulations, and automated tasks, while the platform builds a streamlined Salesforce backend for you. This is the ideal workspace to craft your optimal CRM funnel. Using a single interface, you can create, collaborate, and implement directly into Salesforce. The drag-and-drop feature allows you to observe the interactions between your CRM steps as you develop them. It offers an intuitive framework for viewing and managing various configurations. You gain a comprehensive perspective from a unified viewport to assess your entire CRM system. You can take direct actions to identify optimizations and address any bottlenecks proactively. Say farewell to tedious tasks as you automate any portion of your workflow. This Salesforce Lightning component is specifically designed to support your sales teams effectively. By simplifying Salesforce, inline guidance ensures that your sales teams can navigate the platform with ease. You can rapidly and securely deploy your funnels from sandbox environments to production. Additionally, Sweep provides all the necessary tools to support native reporting in Salesforce right from the start, ensuring seamless functionality. Ultimately, it empowers you to enhance your CRM strategy and elevate your sales performance.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Slack Yes 
Microsoft Dynamics 365 Yes 
Microsoft Teams Yes 
Salesforce Sales Dialer No 

Integrations

Salesforce Yes 
Slack Yes 
Microsoft Dynamics 365 No 
Microsoft Teams No 
Salesforce Sales Dialer Yes 

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 No 
Live Rep (24/7) No 
Online Support Yes 

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) Yes 
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

Sweep

Country

United States

Website

www.sweep.io/product/

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

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Lead Management

Activity Tracking No 
Campaign Management No 
Lead Capture No 
Lead Distribution No 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools No 
Source Tracking No 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management No 
Contract Management No 
Customer Database No 
Email Marketing No 
Field Sales Management No 
Lead Management No 
Opportunity Management No 
Performance Metrics No 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

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