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. …
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Flow
Score 9.7 out of 10
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Flow Technologies in British Columbia offers the Flow task management app, featuring a range of tools like kanban board, checklist, timeline, and other features for tracking projects from start to finish.
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.
If you are used to using apps such as Slack, Box or Harvest, you will have an easy time getting use to Flow's UI. Drag and drop features, messaging between users, @tagging for notifications that alert you not only on your desktop but your as well email are particularly useful. If you need projects done fast and easily between multiple teams this is a great application for your business. A particular scenario where Flow is NOT suitable would be if you are used to working soley from your phone. Flows mobile app is slow, not user friendly at all and hard to navigate. Also, you cannot use a mobile site because it directs you to using the app. This IMO is a great desktop project manager, but NOT mobile.
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.
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
Flow, unlike Trello, offers its users a more organized interface and much more complete tools to carry out project management, which is why I consider that for the management of business projects of medium or large companies this tool covers the needs of each. In addition, its ease of use makes it much easier to adapt to this tool because it does not require a very learning curve
Our biggest issue prior to flow was scrambling at the last minute to meet a project deadline. Flow has helped us manage tasks towards a deadline to execute more successful events and projects.
Since Flow is being used across our entire organization, the speed at which we can collaborate cross-departmentally has increased. This is especially true of our communication and collaboration with our Marketing team.
Flow has allowed our leadership team to be able to see the progress of a project at any time just by looking at that projects dashboard. This has both given them confidence as well as let them know when they need to intervene.
