Fileboard provides actionable insights when businesses conduct live presentations, send and email presentations and conduct screen shares with prospects via this sales enablement tool. Fileboard also provides analytics on how prospects have engaged with presentations.
$49
per month
GridBuddy Connect (legacy)
Score10 out of 10
N/A
GridBuddy Connect was a contact data tool that combined data from separate systems into an editable, spreadsheet-simple view. Acquired by Validity in 2019, it is now a legacy tool.
N/A
Pricing
20 Miles
GridBuddy Connect (legacy)
Editions & Modules
Solo
$49
per month 1 user
Small Agency
$229
per month 2-5 users
Agency Pro
$499
per month 6-10 users
No answers on this topic
Offerings
Pricing Offerings
20 Miles
GridBuddy Connect (legacy)
Free Trial
Yes
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
Discounts available for annual pricing. $49 per month for each additional users.
Fileboard is great for all sizes of sales organizations and very useful for those utilizing Salesforce. Their pricing is more affordable than competitors and their people are less pushy. My advice would be to demo the product and see if it fits your needs before looking at the more established and expensive competitors.
1. Making broad changes to data, like moving ownership of records from one user to another for a new Sales Rep or a moved Sales Rep. 2. Making broad changes to data for product changes, product introductions and such (product naming changes, product description changes, etc.). I recently had to make a change to the name of a Product Option. Product Options are a sub-object related to Product. This name change was in 22 places. Okay, 18 [is] not a lot, but to make this change individually 22 times is still very tedious and takes too much of my time. Instead, I set up my Grid with the Object and sub-Object and made all 22 changes at once with a mass change. Piece of cake. And I don't have to go back to several of the records to see if the change was made successfully (something you have to do with Dataloader). I could see the effective change all at once on my Grid screen.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Reshapes the user Interface into an intuitive, clean, easy and thoughtful way, meaning Salesforce can be practically used for applications that (in my Opinion) salesforce was never designed for.
Mass updates are a God send, Leaving quick and meaningful notes, setting up meetings with clients or upcoming calls to maintain contact, all from the same screen without information overload... a real achievement.
My experience with Fileboard has been less than ideal after making the switch from a very similar product. Our sales team as well as our operations team has experienced a number of stability issues on calls with our prospective customers to the point that we are looking for alternative solutions before our contract with fileboard has even expired.
I received more complaints from my team in 6 months using Fileboard than 2 years using a competing product.
We attempted to part ways mid contract and request a refund for unused access but were rejected and accused of blackmail after I provided two possible outcomes to our situation. One being private resolution and parting ways and second being an honest assessment of my experience with Fileboard and wishing we had stuck with the slightly more expensive solution.
Does not allow users to create new Campaign Member records; we would like to be able to add multiple Campaign Member records to a Campaign in a Grid.
Does not allow users to create new Task records; we would like to be able to add multiple Tasks records related to the same user but multiple Opportunities and Contacts.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
- Easy of use - Visual nature of using the product (as compared to Dataloader) - Quickness of making changes/updates/edits to long lists of records, live and real-time
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
- Ease of use - Real-time and visible nature of making mass changes - Ease of setting up a Grid - Ease of filtering the Grid to see the records that I need to change
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Fileboard has tighter integration into Salesforce and is less expensive. ClearSlide has a few more bells and whistles that may or may not be needed for your environment.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
