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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LiquidPlanner
Score8.3 out of 10
Mid-Size Companies (51-1,000 employees)
LiquidPlanner is a cloud based predictive project management solution. Some key features include: Dynamic Timeline View, Workload View, and Real-Time Activity Stream.
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
LiquidPlanner is amazing for any time of project management scenario where you have to manage several teams and details. Running a project through LiquidPlanner is so easy because it lets you break down the project into sections and folders and small tasks that you can assign to specific people. With a small to medium size team-- LiquidPlanner is amazing for organizing and tracking details. If you have a huge team or not a ton of details to track LiquidPlanner might not be right for you because it is a software that requires some good training to learn and has tons of functions that can be utilized so it seems better suited to be used by a smaller group looking to coordinate or for people who have lots of details that can be difficult to track.
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
Priority based planning. Every other planning software we've used relies on dates and therefore needs constant attention. Priority based planning means that the plan is always up to date.
Ease of use. LiquidPlanner has a very short learning curve. This is critical to getting team members to use it.
Forecasting. LiquidPlanner makes it very easy to run scenarios by simply dragging and dropping projects and reassigning resources.
Awesome Support. I get personal responses very fast. Usually within a couple hours. And, they listen and ask for more information.
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 interface is messy and cluttered. The best way to find things and see what you actually want to see is the main Projects view which is also the most cluttered and hardest to maneuver in.
Clicking an external link someone posted in a comment or task description doesn't open in a new window by default, so we are constantly having to go back to get to LiquidPlanner again.
The way that the interface saves your state globally (rather than per tab instance) means that if you click a link from someone else to a task that's not yours, then it adjusts your filters on the Projects page. Then if you refresh another LiquidPlanner window where you were on the Projects tab, suddenly all of its filters are updated and what you were looking at may no longer be there.
It might just be the way that we use the system, but the Home and My Work tabs are fairly useless for us. They typically don't show the tasks we're actually looking for.
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 may not renew LiquidPlanner's contract, but only because my company has recently been acquired and we'll be adopting some of the software that they're using to standardize process. LiquidPlanner's development team releases new features pretty often, so it seems like the gaps and inefficiencies are slowly getting smaller/less frequent
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
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
They have been great in trying to come up with creative solutions to help us do what we want to do with the platform. I would say their support has been exceptional because we have hit them with some complex requests.
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
Miro is a more versatile tool, but not quite made for planning and organizing. LiquidPlanner is very intuitive, fast to learn and easy to communicate. The added value of prioritizing tasks, personalized boards and gantt charts are really important during the planning and design thinking in the business. LiquidPlanner is simplified yet more helpful.
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
LiquidPlanner really forces you to map out your workflow. For me, honing into a template that I can later adjust as needed has been huge, as there is less time at the beginning of a project trying to assign and figure out what needs to happen when usually it never changes.
Communication between employees, especially ones not immediately available in the office has been very welcomed. It helps having conversations documented in a public, logical place that is easy to find and refer to as the project continues.
Our productivity has definitely skyrocketed as we've really gotten a feel and committed to using LiquidPlanner daily. As we move forward, we continually try to add more and more ways for us to use the service.
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
