Likelihood to Recommend As we roll out new products or services, the learning and coaching platforms are key. They allow us to teach the team the content and then coach them as they video record their delivery of the content to a "client." This allows us to see how much they've absorbed and helps us to redirect them when needed.
Read full review 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.
Read full review Pros Allows us to quickly and easily capture and share information with sales teams who are on the go Provides an archive of content where users can go back and review and can be used for ongoing training The customer success team is very helpful in supporting our initiatives and giving us best practices Read full review 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. Read full review Cons We have yet to discover something about the system we don't like. If hard-pressed to find a flaw, it would be that whomever authors content, the content is tied to that individual; however, Allego has the capability to "reassign" content to a different author when needed. Read full review 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. Read full review Likelihood to Renew We love Allego and the various wasy we can use it. It has been a game changer for our team in helping them stand out from the competition.
Read full review - 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
Read full review Usability - 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
Read full review Support Rating Whenever we run into questions or issues, no matter how small or large, the team is quick to respond and assist us through any challenges we have
Read full review Implementation Rating GridBuddy was very easy to implement
Read full review Alternatives Considered I was not personally involved in the purchase of Allego, but came to the organization shortly after. I would say that Allego stacks up to both
Gong and
Litmos pretty well with a few differences.
Gong is a little more robust when it comes to the functionality of call intelligence and coaching and has a little more to offer when it comes to syncing up to
Salesforce . But doesn't have the content storage or LMS capability.
Litmos has the badging capability that Allego does not, but it didn't have the CI and content storage like Allego does
Read full review This is the 1st inline editing product we have tested. The only reason we would ever go with another product is the price.
Read full review Return on Investment We use it as a CRM for our customer interactions. This tool allows us to manage our customers efficiently. We call through the software, and calls are automatically captured along with the call records and captured as tasks completed. We use call coaching from the recorded calls to enable our team to improve further. Data upload of the past customer records are very cumbersome. UI is not in the same level as the market leaders like Salesforce etc, Read full review Our sales executives save a lot of time reviewing all opportunities in a single editable view. Gridbuddy improves the functionality of our CRM by allowing us to edit multiple opportunities in one place. It is generally faster and easier to build a report in GridBuddy than it is in SAP C4C. Read full review ScreenShots GridBuddy Connect Screenshots