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. …
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Pivotal Tracker
Score 7.9 out of 10
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Pivotal Tracker is a project management program primarily for software developers. It is built from the ground up to facilitate the agile development cycle, and is optimized for structuring projects in sprints, or “stories.”
The solution is now owned and supported by VMware, and is part of the Pivotal / Tanzu product line up.
CongaGrid is well suited to any data hygiene application as you can review, filter, select and apply changes across multiple fields. It is also well suited to any process where a user wishes to view data, then take action on one or multiple records within the list. It alleviates the need to set up custom report types, as cross-object filtering and reporting can be done through CongaGrid. Anything that you might wish to do using a spreadsheet with macros & cell or row or column formatting can be done in Salesforce using CongaGrid. For simple analysis of data, Salesforce reports and dashboards are usually more effective with abilities to chart data.
The UI of the Pivotal tracker is really beautiful and amazing, which looks trivial, but we have it open all the time, so it's nice for us. In Pivotal tracker for me its very Easy to create tasks or stories anytime without facing any problems. Pivotal tracker provides us a ton of features to track the tasks and manage a team and the projects. Pivotal tracker allows for a entire team to be on the same page of the tool in regards to where is the project right now, right status of every task, what is being worked on and by whom.
In-story task management is still a weak point. The ability to @mention users in tasks and mark tasks as 'in-progress' would go a long way.
Epics do not span projects. This becomes troublesome when scaling Pivotal Tracker's agile methodology to multiple teams.
Splitting stories is often confusing for team members as there is no concept of a 'parent' story with child stories that have split off of it. There are only two levels: Epic & Story.
It works good enough. I didn't have many problems with that. The user interface is a bit confusing though. The team took some time to understand where some configurations were.
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.
We've never had to request support in the 5 years I have been using it. A solid solution! Everything I have had questions about is on the website. New features are in their newsletter with more details on their website. Often I am using the new features within a few minutes of reading the article.
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
We have had employees in the past look at Drupal, and other open source project management tools to assist in our needs. Unfortunately each solution took too much time to implement, design and configure that we could not stop the work we were doing for clients to complete a full set up of a project tracker. Thankfully Pivotal is a predefined solution with no configuration needed. Simply input your projects, design your Stories with Tasks and begin your tracking.
Time is money with development and a lot of things can fall through the cracks. Having a good system for making sure you're building the most relevant product for customers is really important so it was well worth it for us.
The process we used worked for us and it helped us streamline our development which reduced a lot of things falling through the cracks and headaches. I'm sure there are other products that can do the same job just as effectively but Pivotal Tracker worked well for us.
