Conga Grid vs. Harvest

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.

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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

Harvest is ideally suited for a variety of scenarios, particularly in the realms of freelance or consulting work, where accurate hour tracking for billing is crucial. It excels in small to medium businesses managing team projects, allowing for effective resource allocation and time management across multiple concurrent projects. For budgeting and forecasting, Harvest provides valuable data, aiding in accurately estimating the duration and cost of future projects based on past data. It's also highly beneficial for remote or distributed teams, thanks to its cloud-based platform that facilitates seamless coordination. Additionally, its detailed reporting features enhance client transparency, fostering trust through clear communication of time spent on projects. However, Harvest may be less suitable for larger enterprises with complex integration needs or specialized industries requiring more niche features. Small startups or individuals on tight budgets might find the cost challenging, especially if they don't fully utilize all its features. Lastly, for those needing only basic time tracking, simpler or free tools might be more appropriate, making Harvest an unnecessary expenditure for basic needs.

Incentivized

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

• 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.

Incentivized

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

• Offers several options on using the tool, for example, you can use the app on your phone, the app for desktop, or simply have the website open.
• The timer integrates with other platforms. For example, our team uses Asana as our project management tool. Now, in real-time, I can know which projects my team is working on and whether we're implementing good time management strategies to meet our goals.
• The summary break downs are wonderful! You can view an individual's hours as well as project hours. There are even notifications you could receive when your team is getting close to reaching the allotted time for a client's project.

Incentivized

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

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

Incentivized

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

• I’m still trying to figure out how tasks best associate to a specific project. There’s a couple different places to edit that and I’m a little confused as to best practice.
• Does not integrate into basecamp which is our project management system

Incentivized

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

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

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

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

Again, just a minor compatibility issues using with other platforms such as Basecamp, but it does do everything promised. The only downfall we have found is having to create a job in both platforms and then connecting them later vs being able to create a project once and having them automatically connect.

Incentivized

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

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.

Incentivized

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

They're very responsive and do their best to answer whatever questions we've had. Sometimes, the question or request we've made is for a feature that doesn't yet exist, however in most cases those features have been built later and did eventually address our need.

Incentivized

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

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

Incentivized

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

Harvest is significantly better than Jira. I think Jira's is not originally intended to be used as a time logging/management system, but we had been previously using it as that. It was much clunkier, and many employees had a difficult time using it as a user interface goes. Harvest is much more user friendly and has simplified the daily time-logging process for everyone in our office

Incentivized

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

• 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.

Incentivized

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

• Harvest has improved our payment schedules. Since we switched, we get paid for projects much sooner.
• Harvest has saved us a ton of time with payroll. We are able to track our users time and pay them appropriately based on their billable hours.
• Harvest is becoming a lifesaver around tax time. The reporting features have allowed us to pull reports for our tax accountant.

Incentivized

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