Conga Grid vs. OpenText Magellan BI & Reporting

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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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

iHub is a decent enough environment that it serves our needs. We can have unlimited users and it can tie into AD although we do not use that feature currently. It is a decent place to store all of the reports in one location, even though for us it is not visually appealing to the end users. iHub is not a place where you want to create robust/interactive dashboards for end users to drill through and follow a "story".

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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

• 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

• It is fairly easy to set the sharing rules for a report/dashboard.
• They have a decent amount of time frame options for setting a schedule to generate a report.
• The support is mostly helpful and timely if you have an issue.

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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

• 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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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

• Setting up a "dashboard" is extremely lacking in functionality. The different chart widgets you place on the page do not interact with each other. When you select an item from one do not expect it to highlight or filter another.
• The speed and stability are not great, but maybe that is just our environment not being up to snuff...even though we are above the "recommended" settings.
• The main GUI for a user is TERRIBLE. You log into a File Tree format where you have to navigate folders to reach the correct dashboard. There are ways around this, but it would either require an expensive payment to the Professional Services team to revamp to UI or another option they gave us was to create the "Default Dashboard" and provide that link to users and in that Dashboard, you use a new tab to include the navigation back to the main screen so that at least on the initial load the user is taken to a friendly looking dashboard instead of a file tree.

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

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

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

Our instance of iHub does not stack up against the other larger BI tools out today. It is a good place to store reports in a central location that allows users to run very specific reports on demand, but it is not a place I would want to store all of my "dashboards". As far as holding individual reports that are specific to an individual need, it is a great tool. If you want to create a report that will be used as a Template for a Form or a Label, iHub is a good choice to store and schedule the report or call it via API to generate it and return it to your calling app.

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