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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Pivotal Tracker
Score5 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.
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
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.
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
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
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.
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
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 was generally easy to use once you got the hang of it. The searching and tagging of tickets was fine, commenting worked well, and release planning was good. However, it wasn't the most intuitive tool in the beginning. The UI is pretty outdated and could have used upgrades over time.
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
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.
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
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.
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
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.
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
