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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Podio
Score8.8 out of 10
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Podio is a cloud-based platform for organizing team communication, business processes, and reporting in project management workspaces; also it may be used as a light CRM platform. It enables workflow automation and integrations. It includes a free version and paid packages with additional features.
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
[Citrix Podios's] customer support is very quick and they provide you an option to convert your project into small tasks so that you can better assist your team and extract maximum work out of them hence I will totally recommend its usage. I could not think that keeping track of tasks could be this much easier and smart. It is a fully customizable tool that manages my tasks efficiently and deal with them effectively.
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
Very easy for people without coding or technical skills to set up and maintain information in "Apps".
Platform is very easy to learn and adopt--it's intuitive.
Project management potential is awesome--instead of having to fit your projects into a structure that is industry specific, you can build an app that tracks what you want, in the order you want it.
Has a "relationship" field that allows you to relate an individual item or record to a record in another app. It effectively gives some of the functionality of a relational database.
Very useful for information sharing when staff members are in different regions or places.
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 customizable profile status – would love to work with Podio in silent mode (logged in while working, but "not available" for requests when in heavy work mode)
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
Podio customer service is great. The cloud and mobile service is fast (almost instant, continuous syncing). With a solid user base, and backed by Citrix, this is a serious business solution. They're also constantly working on improving and making it more powerful. I anticipate it only getting better
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 takes a while to understand how to wield the power of 'relationship' fields and unlocking the flow of data across Podio apps and workspaces. Once the lightbulb comes on, the options and builds are effortless and limitless. Because of the unrestrained customization, you truly start with a blank slate and must endure a potentially frustrating learning curve to crack to (no)code. But once you get it, all the power is readily at your fingertips.
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
Podio support was always responsive and very quick to provide answers and assistance during the history of using this product, their support team has always been top notch. There have been several cases where calling podio support a feature was not available and they provided either workaround solutions or added the features straight into their roadmap.
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 yet found a permanent solution that meets all of our needs. We continue to use different tools across our different departments, and none of our tools really communicate with one another to our satisfaction. We remain optimistic, however, that a company will emerge that embraces an abstract, highly customizable interface and also provides exceptional customer service with an open-minded development team that does not simply say no to everything by default.
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
Podio is great for task assignment and tracking. The ability to enter and assign tasks from mobile and track their completion saves me several phone calls a day.
Podio outdoes email as my go to place to search for information. The ability to forward emails into the system, organize by projects and contacts, and search it all saves considerable time and confusion.
Podio has considerable potential to reduce overall admin time spent organizing information (filing, tracking, etc) The ability to keep a single record of a given piece of information without being tied to email vs file structure works very well.
