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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e-Builder
Score7.3 out of 10
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e-Builder is a cloud-based construction program management solution that manages capital program cost, schedule, and documents. It allows owners to measure and manage the capital project delivery process from planning, design, procurement, construction and operations.
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
Well suited for the owner's side of managing multiple projects as it allows for all aspects of a project from development to closeout to be managed on one platform. Not as appropriate for a general contractor as there is better software out there. e-Builder's app is not as effective as others.
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
Provide a document structure that is easy to navigate. All documents, even within a process, are stored in the document structure and easily accessed by those with the correct permissions.
Scheduling, especially with the new module is easy. It is helpful with a large organization where many hands touch projects to be able to forecast workloads (we have an in house engineering team who reviews all projects during their design phase)
Allows for easy interface with contractors and makes the submittal process more straightforward.
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 restrictions in formatting, and sorting of information rendered, in a way, affects the reporting output.
At certain times of day, e-Builder traffic causes the loading of filtered searches to take a while. This is probably common regardless of the site or software used.
More complicated reporting has some limitation, though the program is highly efficient in assisting with simple format reports.
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
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
Simple, because have a used it for the past two years, so i'm very familiar with the particular aspects of its program that I need to accomplish my tasks.
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
Again, because our technical support is great. He doesn't always answer the phone but he definitely responds to emails fairly quickly. In addition, I like that he actually resolves an issue and I have yet to encounter the same issue twice. Actually, I haven't encountered many issues at all in the two years I have used the software.
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
1. Set up the time to get training on the sytem before you go all in.
2. Listen, ask questions and actually practice using the tools and features while in class. It helps tremendously with becoming comfortable and remembering how things work.
3. Don't be afraid to mess up. They are helpful and will help resolve your issue in a timely manner
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
We have not compared other plans since the boss prefers this program from personal experience. But from using this program for 2 years I can see why we don't need to compare. Why fix something that isn't broken? It gets the job done, yes we might run into some issues but I feel like with all companies that can happen
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
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
