Likelihood to Recommend CiraSync is well suited to syncing company contacts into the Outlook user's mailbox. This could allow for calling with an IP phone, or from a cell phone. It's also well suited to syncing Calendars and Notes into the Outlook user's mailbox, where they do not already have permission on the calendar. However, to avoid confusion it is better not to duplicate calendars when the user can see them from Outlook.
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 Share important information with your staff consistently, easily and quickly. Regardless of their geographic location. Friendly, easy to use user interface that makes managing complex rules of which information you want sent to subsets of people very easy to manage. A very responsive support team. They get back to you quickly and you typically have a solution or answer in one iteration. 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 I'd like to see a few different options regarding licensing option. 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 - 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 The documentation isn't the most robust. Most support sites are very detailed and easily searchable.
Read full review Implementation Rating GridBuddy was very easy to implement
Read full review Alternatives Considered We tried 4Team Sync2 Cloud and also
itrezzo . While we were not able to justify installing a server, installing a cloud app from the Microsoft store was easy and fit our business needs.
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 It is difficult to capture specific dollar based ROI in this circumstance. Anecdotally, when it is 3 a.m. and I get an urgent call about an emergent issue at a remote location -- at my fingertips and the fingertips of everyone I work with are the names and phones numbers of our important contacts, site codes that we need to relay to emergency services, and other important information. I don't waste time searching for a piece of paper. I don't worry whether the next person I'm calling has a different site code or phone number. The data is readily available and consistent with all employees. 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