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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Entrinsik Informer
Score10 out of 10
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Entrinsik Informer is a web-based reporting and business intelligence application popular in the higher education vertical market. It helps organizations transform real-time data into actionable information by delivering ad-hoc reporting, data analysis, and interactive dashboards.
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
It makes creating queries very easy for end users so not only research or technicians can do it. The availability for creating Live reports that are accessible via Excel on the network has given many of our users the ability to get the information they need in a format they can use without needing someone to translate the raw data
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
Simple user-interface: Informer is relatively easy to learn and end users can begin running reports and creating new reports quickly.
Email "burst" functionality: This feature allows emails to be sent out based on data in the report. So for example, a report could be scheduled that would email all student employment managers listing out the specific employees that report to them that haven't submitted their time sheets. Each manager would only see the rows that correspond to their email address.
Analytics and grouping: Users can quickly drag columns to group and sub-total, and can use the analytics tab to get deeper insights into the data.
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
There are a lot of reports that we have in Informer that say they have never been run, even though I know they have been run. So that makes it really difficult to determine which reports can be deleted to keep a tidy report list.
The only other complaint I have about Informer is that there doesn't seem to be a properly detailed error code/message when the student information system can't be accessed. For example, I am currently trying to move Informer to its own standalone server and I get an error message saying that our license isn't valid. Informer Support sent a new license, which prompted the same message, and the only explanation they have given me is that Informer can't reach the student information system. I would think that if that were the case, the error message would say that instead of an invalid license.
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
Informer has been handily meeting most of our reporting needs, and we've created a library of hundreds of reports that are used every day. They have a terrific support service to help when you have questions, and I've found them to be great at listening to what customers would like and adding new features. They are a small company that really listens and really cares, and I've been very pleased over the past few years getting to know 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. TR verified that a representative sample of customers was invited. More Info
From the perspective of the new user and a seasoned user I would say eight would represent both parties. It presents a 'familiar' interface and easy to navigate display. Tagging is quite nice and allows for organization of reports based on those tags. These have to be monitored like anything else to keep them consistent but provides a better than average means of organizing reports.
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
Always able to get acceptable solutions in reasonable time from friendly support staff. Initial contact is always with knowledgeable person - not someone reading from a script trying to screen calls. Thanks Entrinsik for being in tune with my needs.
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 bought the product on a Thursday morning, and we were writing reports on Friday afternoon. We did take about a month to manage the Mapping, Linking and Security to allow us to open it up across campus. We are now mapping from as many third-party vendors as we can to enable the creation of more ad-hoc reporting.
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
I have experience with Advizor AnalystX, and it was just awful. It is advertised as an interactive reporting tool, in which you can use your mouse to select and segment constituents by where they live (by clicking on a map), how much they've given to your institution, when they last gave, etc. In practice, their map feature was unusable; it's a static map image (imagine a paper map hung on your wall), rather than draggable and zoomable Google Maps, and it required hours of work to configure one map region. As far as computing constituents' giving statistics, it required way too much back-end work to build simple giving totals.
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
We have definitely improved customer service due to better reporting using Informer. All departments are better empowered to help our students in a more timely and accurate manner.
Using Informer has given us the ability to eliminate functionality within our ERP system and offload reporting to a data store instead of the transactional system. This has resulted in successfully upgrading our core systems and improved response times.
