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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MindGenius
Score7.7 out of 10
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MindGenius is a project management software built around capabiliities such as map creation, meeting management, and strategic planning.
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's] Wonderful for small group or individual planning, brainstorming, explaining, projecting etc. It is also great for reporting or sharing findings of outcomes whether research or business related. It has a free viewer so that if you are presenting on a different computer, the viewer will allow the visuals to be shared. It is not ideal for collaboration unless everyone has this software.
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
GOAL SETTING: Because of the available templates, it is easy to set goals and then revisit them for revision or follow through. I like to brainstorm while I set goals and then come back and annotate my goals with changes, improvements, or add/substract them as needed.
STRATEGIC PLANNING: MindGenius is terrific for working through ideas and parameters. I can either use a freelance screen or a template and brainstorm through the goals that I need to meet. Then I can branch out from each objective with the required facets of each one. I am visual so color coding and using shapes to organize the parts of the objective (i.e. the resources needed, people/stakeholders that are involved, missing pieces etc.). When organizing a project or research, I find it invaluable.
BRAINSTORMING: MindGenius is a wonderful visual to use in a small group or classroom to brainstorm or record ideas. I also adjunct teach and I find MG a wonderful visual for planning a paper or demonstrating how to support ideas in a paper or to verify that research is completed properly. it is a teacher's must-have.
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
MindGenius is not as intuitive as I would like it to be. Although there is a quick-key stroke or movement that will replicate a shape or field if I want to make a parent or child block, I never remember what it is. I always use the manual insert by clicking with the mouse and it takes longer. If CONTROL ENTER created a new shape field like "the last one" or the one where the cursor is blinking, that would help considerably.
Changing the default visuals for a template or making a new template is overly time-consuming. Although I understand these details may only matter to someone as ULTRA-VISUAL a I am, if the font is too small or the shapes need to be visually altered, there is not a way to quickly grab those boxes and change the settings in one fell swoop. Although there is a way they can be changed, I have to navigate inside this and then inside this to get to the screen and then I have to figure out which changes the lines or the inside color of the shape etc. These details are a little overwhelming.
It would be great if I could make one shape in the font and layout I want and then replicate that pattern to other shapes or apply a different color scheme to it entirely. If these features already exist, i cannot find them and I consider myself to be rather tech savvy.
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
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
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 not used another product like MindGenius. Although I use Microsoft One Note for sometimes making lists that sync across my PC and my devices, I do not have another mind-mapping programming. MindGenius only has an app for iPad and without accessibility on iOS, I have not been able to use it for my daily TO DO lists etc that I would otherwise do. I use One Note for that role since MG does not have a phone app
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
I have not tracked the positive or negative impact of MG on my overall business objectives. I have successfully used it in the aspects of my personal and professional management.
MG helps me stay on track with my research and personal editing. It keeps me accountable so that I meet my deadlines. Although I have not applied a dollar value to it, it helps me signficantly.
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
