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. …
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Epicor Grow
Score 8.0 out of 10
Small Businesses (1-50 employees)
Grow, from Epicor since the March 2022 acquisition, is a business intelligence software that is designed to empower businesses to become data-driven and accelerate growth by aligning team objectives and inspiring strategic decisions.
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Pricing
Conga Grid
Epicor Grow
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Conga Grid
Epicor Grow
Free Trial
Yes
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
Yes
Entry-level Setup Fee
Optional
Required
Additional Details
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More Pricing Information
Community Pulse
Conga Grid
Epicor Grow
Features
Conga Grid
Epicor Grow
Ad-hoc Reporting
Comparison of Ad-hoc Reporting features of Product A and Product B
Conga Grid
7.0
3 Ratings
11% below category average
Epicor Grow
7.7
31 Ratings
4% below category average
Report sharing and collaboration
7.03 Ratings
9.030 Ratings
Drill-down analysis
00 Ratings
7.027 Ratings
Formatting capabilities
00 Ratings
7.028 Ratings
Data Discovery and Visualization
Comparison of Data Discovery and Visualization features of Product A and Product B
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.
Grow.com is well suited if you have a lot of data or client data to manage. If you do not have tons of data, there are other options out there that are a bit more simple and easy to use and a better price.
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.
I love the fact that you have a team of developers who can help me build metrics or fix metrics that I do not create properly. I had to learn SQL in order to really build the metrics that mattered, which was a lot of fun, but resulted in many broken metrics. The vendor's team was great in responding to me requests for help!
Really, really appreciate the fact that Grow has SQL formulas to reference when building metrics. Again, as a novice, this accelerated my ability to learn and not have to leave your site and resources and stay within the Grow web properties.
Great account managers who check in regularly and are willing to help out whenever needed.
This tool is definitely a little bit difficult to be able to figure out at first, but after some time of learning you can definitely pick it up. I do wish there were more resources online that would be able to help speed up the learning process
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.
The support team is very helpful and in every situation we have needed help in, they have been able to assist. So I have had a good experience with them
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
Grow doesn't have as many advanced analytics features and other capabilities as some other 'dashboard' platforms on the market. Simply, if you want a tool for internal use only that has high-level analytics capabilities (regressions, completely custom visualizations, modeling), Grow probably isn't the platform for you. To put it another way, if you have a team of data engineers and scientists doing complex analysis, Grow might not make the most sense. However, if you understand the value of data/visualization/dashboards, but lack some of those skillsets in your company, Grow might be the perfect fit. Not only is it incredibly scalable and reasonably priced compared to other market solutions, but their transform capabilities really stand out. They have many native data transformations that mimic SQL coding of a dataset, without requiring any knowledge of SQL. They've converted these transformations to easy-to-use tools in the platform, which are perfect for the less-technical user.