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. Using…
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Displayr
Score9.5 out of 10
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Displayr is a survey data discovery and visualization tool, with free tools for publishing dashboards, reports and infographics (e.g. charts, and graphs) to the web or other repositories for sharing and demonstration, as well as support for analysis of large datasets (more than 1,000 rows and 100 column) on paid plans.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Displayr is perfectly suited for any insights or data people that understand the type of analysis they want to do, but don't know R code - or just want to get to results more quickly than coding themselves. It's probably not the best learning ground, if you've never done any quantitative analysis before, but then neither are traditional tools like SPSS or Q.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The intuitive interface and menus make it easy to quickly learn Displayr and find the types of data transformation or analysis that we're looking to do.
The support level from Displayr's team is FIRST CLASS. Where othe platforms force you to an FAQ or AI chat bot, Displayr's team will jump in first hand, into our data, or on a live call, and help us run a new type of analysis or troubleshoot a problem.
The ability to work collaboratively, asynchronously and remotely, on the same data set and report is a really huge plus for us.
The in-built options for multivariate analysis cover 99.9% of anything we have - or will - ever need to run.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The new "glow-up" on the interface has helped make it a bit easier on the eye, but there are some features of working in the "three pane" browser that are a bit frustrating: especially having to 'rearrange' when resizing the window to look at another app simultaneously.
Such a small point, but being able to drag and move multiple elements in a table (eg drag two rows to the top) SIMULTANEOUSLY would help a bunch.
I don't think we take advantage of all the visualisation capabilities in Displayr, and perhaps an AI 'recommendation' engine that sees the data I'm working with and prompts either a specific visualisation, or additional analysis option I might use, would be great.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
It's really quite intuitive, but the visual interface could be made a bit more easy to use (window/pane rescaling etc) and I think there could be more 'proactive prompts' to suggest features we're underutilising.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
SPSS (the last version I looked at) still requires much more underlying knowledge and coding ability to get where we want to be. That's not where we add value, so the speed and simplicity with which Displayr allows us to get the data analysis done, and move onto developing insight and delivering value is why I chose Displayr.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I think Displayr is quite expensive, but has the biggest impact on our P&L of any of our subscriptions, because it has unlocked our ability to deliver bigger, more complex analytic projects for clients - and hence grow our topline.
The ability to scale the license between years has also been a god-send as our team has gone up or down to deliver the level of quant work available to us.
There's also a bottom line efficiency driven by some of the speed of analysis that Displayr enables.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info