Conga Grid vs. Planview Daptiv

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Conga Grid
Score 9.6 out of 10
N/A
Conga Grid is a productivity tool within Salesforce that allows users to view, sort, and manage data batches from a single screen. It helps users to find and manage the information and insights needed with fewer clicks and less screen switching. Conga Grid helps its users to save time, improve data quality, get a clear view into needed data, and create a more productive workplace in Salesforce to drive growth across the organization. …N/A
Planview Daptiv
Score 7.7 out of 10
N/A
Planview Daptiv is a cloud-based project portfolio management (PPM) solution that is now owned by Planview since the January 2021 acquisition of Changepoint). Planview Daptiv PPM covers diverse needs like Portfolio Management, Project Management, Resource Management and Office Management functionalities to larger business enterprises across diverse industries, and therefore offers a wide range of features achieving this, such as a resource load charts (e.g. Gantt charts), an easy to use DeskDocs…N/A
Pricing
Conga GridPlanview Daptiv
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Conga GridPlanview Daptiv
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeOptionalNo setup fee
Additional Details——
More Pricing Information
Features
Conga GridPlanview Daptiv
Project Management
Comparison of Project Management features of Product A and Product B
Conga Grid
-
Ratings
Planview Daptiv
6.6
6 Ratings
13% below category average
Task Management00 Ratings6.86 Ratings
Resource Management00 Ratings6.46 Ratings
Gantt Charts00 Ratings6.13 Ratings
Scheduling00 Ratings6.44 Ratings
Workflow Automation00 Ratings6.45 Ratings
Team Collaboration00 Ratings6.86 Ratings
Support for Agile Methodology00 Ratings5.04 Ratings
Support for Waterfall Methodology00 Ratings8.24 Ratings
Document Management00 Ratings6.53 Ratings
Email integration00 Ratings8.02 Ratings
Mobile Access00 Ratings7.01 Ratings
Timesheet Tracking00 Ratings6.85 Ratings
Change request and Case Management00 Ratings5.52 Ratings
Budget and Expense Management00 Ratings6.45 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
Conga Grid
-
Ratings
Planview Daptiv
7.7
2 Ratings
4% above category average
Quotes/estimates00 Ratings9.01 Ratings
Invoicing00 Ratings7.01 Ratings
Project & financial reporting00 Ratings7.02 Ratings
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All AlternativesView all alternativesView all alternatives
User Ratings
Conga GridPlanview Daptiv
Likelihood to Recommend
8.8
(6 ratings)
7.7
(18 ratings)
Likelihood to Renew
-
(0 ratings)
10.0
(14 ratings)
Usability
-
(0 ratings)
5.0
(3 ratings)
Availability
-
(0 ratings)
10.0
(2 ratings)
Support Rating
9.0
(1 ratings)
7.0
(2 ratings)
Implementation Rating
-
(0 ratings)
5.0
(1 ratings)
Product Scalability
-
(0 ratings)
10.0
(1 ratings)
User Testimonials
Conga GridPlanview Daptiv
Likelihood to Recommend
Conga
CongaGrid is well suited to any data hygiene application as you can review, filter, select and apply changes across multiple fields. It is also well suited to any process where a user wishes to view data, then take action on one or multiple records within the list. It alleviates the need to set up custom report types, as cross-object filtering and reporting can be done through CongaGrid. Anything that you might wish to do using a spreadsheet with macros & cell or row or column formatting can be done in Salesforce using CongaGrid. For simple analysis of data, Salesforce reports and dashboards are usually more effective with abilities to chart data.
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Planview
I would recommend Daptiv for anyone who is look for a collaborative tool that is easy to use and provides excellent results for project management and resource allocation. The tool offers many various capabilities and is not isolated for use with one or two workgroups. Its versatility allows many workgroups across many different organizations to use it. In my previous role, I used Daptiv in both a Project Management and Account Services Information Technology role. In my current workplace, I would like to leverage Daptiv for Product Launch and tracking as well as change request visibility in the Release Management Organization of a pharmaceutical company. Both roles and companies are vastly different however Daptiv would serve a great purpose in both situations although my needs are different.
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Pros
Conga
  • Allows recruiters to service candidates within a radius of a desired city/location
  • Allows recruiters to see multiple fields/information on multiple candidates at once
  • Allows for easier ranking/sorting by salary, years of experience, etc
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Planview
  • Resource allocation, when fully integrated provides a in depth view of what everyone is working on, as well as their availability.
  • Portfolio reporting provides a good view of where all projects are at in their lifecycle.
  • Time tracking is simple to use.
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Cons
Conga
  • Sometimes Conga goes slower when using it at a high volume
  • Being able to pull more data through LinkedIn and Indeed
  • Job match function
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Planview
  • In my opinion, APIs / integrations are sometimes coming to their limit
  • In my experience, no general archive available - therefore data sets cannot be frozen
  • Data roll-up for different hierarchy levels (program / project / sub-project) is very limited, in my opinion.
  • In my opinion, when having showing a large number projects navigation on project tab is not very handy
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Likelihood to Renew
Conga
No answers on this topic
Planview
As previously mentioned, we were not able to get the product to solve our particular problem. After time spent implementing a custom solution, it was the decision of the executive team to discontinue the agreement. The costs of training the team didn't outweigh the cost of hiring an employee to do the translation of schedules to web view.
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Usability
Conga
No answers on this topic
Planview
The main thing that I have to apologize for is the UI. Does the job but just not the flexible responsive experience that most users are used to.
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Reliability and Availability
Conga
No answers on this topic
Planview
In the 3 years I have worked with Daptiv I think it is been down once. The ONLY partial outages I have ever had have been with report automation.
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Support Rating
Conga
In general, Conga is a strong company with a depth of talent in its support team. However, when new releases occur, the changes can be somewhat jarring to users as the interface does not offer the ability to hide or show messages related to the changes - all users get the same messaging from Conga around changes to their tool.
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Planview
Good support team! Developed relationships and were very pleasant to talk to. Daptiv went above and beyond on ensuring the customers were satisfied
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Implementation Rating
Conga
No answers on this topic
Planview
I recommend using daptiv resources on your implementation to help with setup and training.
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Alternatives Considered
Conga
I've only used Salesforce before and am now using Conga ActionGrid. Although Salesforce is great, it is only used to log candidate information and then log actions that have been performed. With Conga ActionGrid, we are able to log more specific details about candidates, activities and follow up items. Conga ActionGrid provides more tools that would benefit many departments
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Planview
AdaptiveWork might not necessarily have robust Analytical abilities that Daptiv IBM Cognos BI tool have, but from the introduction I have seen of the product it has impressive capabilities. It is still work in progress and still learning about AdaptiveWork and looking forward to implementing and supporting it in the near future.
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Scalability
Conga
No answers on this topic
Planview
We are quickly able to add more users as needed.
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Return on Investment
Conga
  • It has benefited us positively, as I stated earlier- it allows us to filter down results of 65,000+ candidates to a search of 1-100 candidates.
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Planview
  • I am in the process of establishing a hard dollar ROI received from Daptiv. However, there have been many soft dollar benefits we have achieved. Soft benefits include IT teams that are more aligned to business objectives, "one version of the truth" for where work is being performed and resources consumed, and more accurate estimation of project requests.
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ScreenShots

Conga Grid Screenshots

Screenshot of Simple Grid View - makes Salesforce data easier to see & fast to updateScreenshot of Excel-Like Functionality - data can be edited inline, just like in a spreadsheetScreenshot of Single View For All Data - displays data across objects on a single screenScreenshot of Conditional Formatting - drives attention to key data with conditional formattingScreenshot of Mass Edit and View Related Records - related records can be displayed and edited from the same screenScreenshot of Reporting - Groups and subtotals data

Planview Daptiv Screenshots

Screenshot of Solve your resource planning challenges with 360 degree constraint-based resource management.Screenshot of Embedded Analytics empower you with better decisions through actionable insightsScreenshot of Manage, monitor, and deliver all work across teams and portfolios.Screenshot of Collaborate to assess, prioritize, and plan initiatives.Screenshot of Assess impacts, relationships, and risks across multiple portfolios.