Conga Grid vs. Geckoboard

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.

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Great value for the money. Excellent for smaller agencies with multiple projects and teams in a smaller space. We can quickly roll out mobile displays to help with a particular deployment push or monitoring a clients website engagement. It's also useful for showing live data without requiring analytics to run reports from a CRM, etc.

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• 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.

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• User self-help - the video tutorials and a robust publicly accessible knowledgebase.
• Geckoboard can aggregate data from a number of other apps into a singular dashboard.
• Sleek, dark UI.

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• Sometimes Conga goes slower when using it at a high volume
• Being able to pull more data through LinkedIn and Indeed
• Job match function

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• A bit more flexibility in the number of columns would be nice.
• Ability to scale to mobile device (web).
• App capabilities are missing on Android.

My company did not renew due to changes in the organization.

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It could be easier to create views or there could be additional training with step by step examples in conga community

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With a simple interface and available templates, creating basic dashboards is easy. Obviously depending on the data you want to visualize, there may be higher learning curves. That being said, they have a huge amount of integrations and extensible frameworks. If you are using anything made in the past ten years there is an API function or integration that can get it talking to the platform. As such, it's pretty easy to hit the main data points you want and get it on a cheap display in front of your team.

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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.

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The support levels vary based on the level of plan that you have but that's to be expected. Virtually everything except the Enterprise plan has basic chat/email support. While they are responsive they are not going to be much assistance in helping you figure out API calls or implementing 3rd party integrations. That is to be expected and the support community can pretty much get you in the right direction if you look.

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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

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Domo is more robust. We do use both because Geckoboard is really easy to show the rest of our team without the need for additional licenses.

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• It has benefited us positively, as I stated earlier- it allows us to filter down results of 65,000+ candidates to a search of 1-100 candidates.

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• While we originally used this as an internal IS tool, we eventually have expanded it to be used by nearly every department.
• Because pricing is monthly, we can grow or decrease our usage based on our current client needs.
• Because it is low cost and easy to deploy, we can utilize it in place of considerable resources in analytics and reporting by delivering snapshots of data without pulling reports.

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Independently Invited by TrustRadius

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