Conga Grid vs. Project Insight

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Conga Grid
Score 9.5 out of 10
N/A
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. …N/A
Project Insight
Score 4.0 out of 10
N/A
Project Insight is a web-based project and portfolio management software. Project teams can access, edit and update their projects information anytime, anywhere, with any supported browser, tablet and mobile device. Features for experienced project managers include: MS Project import/export, intelligent scheduling, resource allocation, Outlook integration, document management, approvals, time/expense tracking, issue management, 100s of dashboards and advanced permissions.
$45
per user or volume licensing options.
Pricing
Conga GridProject Insight
Editions & Modules
No answers on this topic
Enterprise
$45
per user or volume licensing options.
Free
Sign Up & invite your team
#3 ADD-ONS
Grow as you go
Offerings
Pricing Offerings
Conga GridProject Insight
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeOptionalNo setup fee
Additional Details——
More Pricing Information
Community Pulse
Conga GridProject Insight
Top Pros
Top Cons
Features
Conga GridProject Insight
Project Management
Comparison of Project Management features of Product A and Product B
Conga Grid
-
Ratings
Project Insight
4.3
2 Ratings
54% below category average
Task Management00 Ratings6.02 Ratings
Resource Management00 Ratings3.02 Ratings
Gantt Charts00 Ratings7.01 Ratings
Scheduling00 Ratings2.01 Ratings
Workflow Automation00 Ratings8.01 Ratings
Team Collaboration00 Ratings4.02 Ratings
Support for Agile Methodology00 Ratings3.01 Ratings
Support for Waterfall Methodology00 Ratings4.01 Ratings
Document Management00 Ratings1.02 Ratings
Email integration00 Ratings7.02 Ratings
Timesheet Tracking00 Ratings2.01 Ratings
Change request and Case Management00 Ratings5.01 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
Conga Grid
-
Ratings
Project Insight
5.0
1 Ratings
39% below category average
Project & financial reporting00 Ratings5.01 Ratings
Integration with accounting software00 Ratings5.01 Ratings
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User Ratings
Conga GridProject Insight
Likelihood to Recommend
8.8
(6 ratings)
4.0
(2 ratings)
Support Rating
9.0
(1 ratings)
4.0
(1 ratings)
User Testimonials
Conga GridProject Insight
Likelihood to Recommend
Conga
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.
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Project Insight
My rating would vary depending on the types of projects that need to be managed. Since I am in software, I don't think it was an excellent fit to manage software projects unless they are small projects with only a few tasks. On the other hand, if you are needing to manage a wide range of departments that are working on a single project with many moving pieces, then I would think that PI might be a better fit. Think of it as a jack of all trades, but master of none.
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Pros
Conga
  • Allows recruiters to service candidates within a radius of a desired city/location
  • Allows recruiters to see multiple fields/information on multiple candidates at once
  • Allows for easier ranking/sorting by salary, years of experience, etc
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Project Insight
  • History tracking for any changes made to data.
  • Tracks all milestones and retains records for lifetime of account.
  • Easy extracting for reporting purposes.
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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
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Project Insight
  • Not a good fit for all types of projects
  • Very Complex
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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.
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Project Insight
I found Project Insight somewhat opaque overall. I thought the training was sparse and answers to questions few and far in between. There was a lot of power there for the dedicated user/administrator. For me, who was a casual user and administrator, I found support lacking. I didn't administer Project Insight much, just some work on integrations with other tools.
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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
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Project Insight
  • When I got to the company where I used Project Insight, we had our own custom tool that fit the tasks that it was designed for but wouldn't grow with the company unless resources were put onto expanding capabilities. We needed something more.
  • We replaced that tool with Redmine. It worked well and was easy to use, but it looked pretty dated when we got it, and since we didn't have many resources for managing, it looked dated after a few years without receiving upgrades. It was a decent tool for small teams that were focused on similar tasks. Redmine was much more straightforward than Project Insight and felt more reliable since we never had an issue with our internal servers. On the other hand, Redmine felt dated and didn't fit as many of the tasks that were needed. Redmine's price was right if you installed it locally and was probably still cheaper if you used their SAAS version.
  • Jira, on the other hand, felt like an excellent tool for software teams. Jira had a great project and task management and felt right for a software team. Jira also had useful integrations, even with Project Insight. Jira seemed pretty unreliable, worse than Project Insight. Our team would have preferred Jira, but I think it didn't work for other teams.
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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.
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Project Insight
  • Reduction in costs on materials (i.e. - paper documentation)
  • Improved efficiency given that our field members need to report back on an hourly basis
  • Web based platform allows anyone access to the same information
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ScreenShots

Conga Grid Screenshots

Screenshot of Simple Grid View - makes Salesforce data easier to see & fast to updateScreenshot of Excel-Like Functionality - data can be edited inline, just like in a spreadsheetScreenshot of Single View For All Data - displays data across objects on a single screenScreenshot of Conditional Formatting - drives attention to key data with conditional formattingScreenshot of Mass Edit and View Related Records - related records can be displayed and edited from the same screenScreenshot of Reporting - Groups and subtotals data