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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Conga Grid

    Score9.2 out of 10
    N/AConga 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…N/A

    Planview ProjectAdvantage

    Score8.9 out of 10
    N/APlanview ProjectAdvantage is a project and portfolio management (PPM) platform for mid-sized organizations and developing project management offices (PMOs). The platform centralizes project, program, resource, financial, and performance data through configurable workflows, dashboards, and AI-assisted planning tools. The vendor reports that organizations across IT, research and development, and product development use ProjectAdvantage to plan work, allocate…N/A
    Pricing
    Conga GridPlanview ProjectAdvantage
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    Conga GridPlanview ProjectAdvantage
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeOptionalRequired
    Additional Details——
    More Pricing Information
    Community Pulse
    Conga GridPlanview ProjectAdvantage
    Considered Both Products
    Conga
    No answer on this topic
    Planview
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    5 Answers
    No answers on this topic
    Delivers good value for the price
    100%
    Delivers good value for the price
    5 Answers
    No answers on this topic
    Happy with the feature set
    100%
    Happy with the feature set
    5 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    5 Answers
    No answers on this topic
    Implementation went as expected
    100%
    Implementation went as expected
    5 Answers
    No answers on this topic
    Features
    Conga GridPlanview ProjectAdvantage
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Conga Grid and Planview ProjectAdvantage
    Feature
    Conga Grid
    7.0
    3 Ratings
    11% below category average
    Planview ProjectAdvantage
    -
    Ratings
    Report sharing and collaboration7.03 Ratings00 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Conga Grid and Planview ProjectAdvantage
    Feature
    Conga Grid
    8.5
    2 Ratings
    9% above category average
    Planview ProjectAdvantage
    -
    Ratings
    Predictive Analytics8.52 Ratings00 Ratings
    Best Alternatives
    Conga GridPlanview ProjectAdvantage
    Small Businesses
    Chartio (discontinued)
    Score7.5 out of 10
    No answers on this topic
    Medium-sized Companies
    Jet Reports
    Score9.5 out of 10
    Microsoft Project Server
    Score5.1 out of 10
    Enterprises
    Kibana
    Score8.4 out of 10
    Planview PPM Pro
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Conga GridPlanview ProjectAdvantage
    Likelihood to Recommend
    9.7
    (10 ratings)
    10.0
    (3 ratings)
    Usability
    7.7
    (4 ratings)
    -
    (0 ratings)
    Support Rating
    9.0
    (1 ratings)
    10.0
    (1 ratings)
    User Testimonials
    Conga GridPlanview ProjectAdvantage
    Likelihood to Recommend
    Conga
    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.
    Incentivized
    Read full review
    Planview
    Yes, definitely. We wanted a flexible but robust software and Sciforma seemed to be the best fit
    Read full review
    Pros
    Conga
    • 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
    Read full review
    Planview
    • Scheduling tasks.
    • Assigning resources and cost items.
    • Managing a team.
    Incentivized
    Read full review
    Cons
    Conga
    • Sometimes Conga goes slower when using it at a high volume
    • Being able to pull more data through LinkedIn and Indeed
    • Job match function
    Incentivized
    Read full review
    Planview
    • The largest con for me is the clunky UI. It's not very intuitive, and has a larger learning curve to become a proficient user.
    • Reports are functional, but could use some improvements.
    • It can be slow at times, and you have to wait to make sure your changes are saved before moving on.
    Incentivized
    Read full review
    Usability
    Conga
    It could be easier to create views or there could be additional training with step by step examples in conga community
    Incentivized
    Read full review
    Planview
    No answers on this topic
    Support Rating
    Conga
    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
    Read full review
    Planview
    This software allows project and portfolio managers to analyze and prioritize projects based on resource allocation and available effort. It helps you compare the sorecast effort with resource availability. You can email, call or tweet them if you have concerns.
    Incentivized
    Read full review
    Alternatives Considered
    Conga
    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
    Read full review
    Planview
    We were looking at vendors but they didn't meet our expectations and weren't flexible enough.
    Read full review
    Return on Investment
    Conga
    • 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
    Read full review
    Planview
    • Before Sciforma we were running projects out of Excel and emails. Using a cloud based application means that everyone is viewing information in real time.
    • Our executive leadership knows that they have one place to go for a real time status on all of our strategic projects.
    Incentivized
    Read full review
    ScreenShots

    Conga Grid Screenshots

    Screenshot of a simple grid view. This makes Salesforce data easier to see & fast to update.Screenshot of Excel-Like Functionality, where data can be edited inline, just like in a spreadsheet.Screenshot of a single view for all data. This displays data across objects on a single screen.Screenshot of conditional formatting, which drives attention to key data.Screenshot of the interface to mass edit and view related records. Related records can be displayed and edited from the same screen.Screenshot of reporting, which groups and subtotals data.

    Planview ProjectAdvantage Screenshots

    Screenshot of Project Dashboard Summary View - A consolidated dashboard showing project health, status, and key metrics at a glance.Screenshot of Dashboard Summary View - A portfolio-level dashboard summarizing project performance, financials, and overall portfolio health.Screenshot of Resource Forecast and Capacity View - Visualize resource demand against available capacity to plan and allocate teams effectively.Screenshot of Phase Gate - Summary View Page - Track project progression through governance gates with clear milestone visibility.Screenshot of Demand / Idea Qualification - Capture, evaluate, and qualify incoming ideas and demands before they enter the pipeline.