Affinity (or Project Affinity) headquartered in San Francisco supplies pipeline automation with automatic data and file capture with deduplication, task reminders, sales team efficiency reporting, as well as the platform's machine learning collective intelligence engine for judging the relationship strength salespersons are developing or to uncover the next best lead to contact.
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GridBuddy Connect
Score 8.0 out of 10
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GridBuddy Connect, from Validity, is a data productivity platform that keeps teams more focused on growing the business rather than updating data.
GridBuddy Connect combines data from separate systems into an editable, spreadsheet-simple view. Users finally have all insights they need in one place, and they can engage confidently using the right data.
Nudge.ai is well suited for individual contributors without enough time or resource to do proper research on clients/prospects. It may work as well for larger teams, but I don't have experience using Nudge.ai in that environment. Nudge.ai is easy to use, so the onboarding and ramp-up time is quick.
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.
Almost all of Adobe Photoshop's features for a fraction of the cost. It was an easy decision for our organization.
The interface and most of the features are an almost mirror image of Photoshop. Flat fees instead of high yearly fees are much more desirable for our small team.
They have a great support forum for the little one-offs that aren't quite like the Photoshop app, or don't have the same exact name as Photoshop. The forum really helps when this happens. The YouTube support from the company and other users has been very helpful as well.
I use Sketch as my primary vector design tool. Affinity allows me to take a .ai, .eps, or other proprietary format and convert it to .svg for use/manipulation with Sketch and back. I can't say enough for this feature. It has helped me stay less pigeon-holed into Adobe products, which have lacked innovation for a long time in my opinion.
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.
Sometimes interacting with a large data set is a little buggy, i.e. choppy when navigating the page.
It would be nice to have a feature, where the status of an opportunity changes automatically when a certain thing happens. For instance, when I send a cold email, the status of a prospect would change from "identified" to "contacted."
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.
We will definitely be renewing. The value for the price we are paying is solid, and we are interested in growing our use to see if we can expand on the value we are getting from Nudge.ai.
- 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
For a regular user of Photoshop, Affinity is a very easy transition. It has all the same features and once you adapt to it, and it provides a quick return on investment.
- 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
I have not had much opportunity to go directly to support, but the training modules that are employed by the company are fantastic. I also find that if I need to understand something, there is always another user ready and willing to share their secrets. As this tool becomes more accepted local communities will also start to organize
