Chartio (discontinued) vs. Conga Grid

Chartio is a great tool for building presentable dashboards. It can export, you can add read-only access, and it has permissions levels by dashboard for users. There are other data analysis tools that help to analyze the data, but few allow for such a nice presentation

If a user has to perform a specific update over many records, don't use a List view... use Grid. It allows users to quickly track their work, set additional formatting preferences and avoid constantly tracking work outside of Salesforce which leads data discrepencies and errors.

Incentivized

• Direct linkage to our databases. Abstracts away the visualization layer so we can focus on the data and the queries.
• Host of graphs and tools that permits all types of data visualizations.
• Haven't quite used this yet, but there is a new embedding feature that will be very helpful so that we can embed the charts into a company central dash.

• A specific strength of Conga is the ability to easily produce cross-object displays where you can take information like open Opportunities and layer on information such as Activities, Orders, Opportunity Products with all related information being accessible when individual lines are selected. The reading pane functionality is a huge timesaver for reps working lists of records.
• Another strength is Conga's ability to allow mass edit/update - for example, you can have a list of leads assigned to you, check the ones you met at a conference, and update a field on their record or assign a task or do an email send right from the list. At the same time, you can select other records, and do the mass update or mass create of tasks that are relevant for them.

Incentivized

• There is not a last full month date range option. You can still get the range that you need, but the dashboards will have to be manually updated to exclusively display one whole month.
• When building a chart, the area which displays your tables and fields is finite. You can't adjust the size to make it easier to see. They do allow a mouse-over to see the entire name of your table/field, but I would prefer to adjust the width.
• Once you modify a query in the Custom Query tab, there doesn't seem to be a way to go back to using the U.I.

• Sometimes Conga goes slower when using it at a high volume
• Being able to pull more data through LinkedIn and Indeed
• Job match function

Incentivized

Great customer support: You will receive an answer by email usually within 20-30 minutes. Not only that but our CSMs for Chartio go out of their way to help, they have even created charts for some of the less experienced users that wanted an example to work from. We have had nothing but great experiences with this team.

Incentivized

I really like using Chartio. I use it on a daily basis for pulling data from different sources and combining data (the explore tab was a great idea for this use). I think I would give it 8/10 because there needs to be more documentation or maybe blog posts about things people are doing with it. I only have my own ideas about what to do /how to graph things. I know there are some articles, but it would be awesome to have a section on the neat dashboards people are building or how they show data in different ways. Another complaint is how much time it takes to load. I know our databases aren't set up precisely for Chartio and I have been creating data stores. But the data stores have so many more limitations that adds a whole new layer of frustration. Love the product, keep up the good work and the fast fixes.

It could be easier to create views or there could be additional training with step by step examples in conga community

Incentivized

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.

Incentivized

I use self learning materials. Pretty helpful. I find myself having to go back to the "drilldown" instructions though, and have a hard time finding hidden variables on a dashboard, so perhaps there is room for intuitive improvements (or maybe I'm just being lazy)

Chartio so far has been the easiest BI tool to setup and has also been the most affordable. There are some other, great, BI tools out there but they were a bit to heavy handed for what we needed. Also - despite the high cost per user in Chartio, the other tools were still more expensive.

Incentivized

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

Incentivized

Chartio has worked well as our datawarehouse has rapidly expanded, and the usability/performance hasn't seemed to have suffered. What we haven't yet realized is additional savings from additional users. We have some dashboard needs for users who truly just view of a few charts, and the licensing structure hasn't yet been structured in a way that would support that type of approach...having 50 "core" licenses, and then potentially several hundred view only licenses for partners that would use the application infrequently.

• 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.

Incentivized