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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Taskworld
Score9.9 out of 10
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Taskworld is a project management solution built around task management and collaboration capabilities.
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
I don't know anything about pricing, but if Taskworld were an inexpensive choice I would say it works fairly well for small to mid-sized companies with complex workflows. It's great for managing tasks that move through multiple-stage pipelines that aren't necessarily linear. However, depending on the price it's not worth the spend for all the technical difficulties it brought. Our company was relatively small (60 employees) and yet we constantly faced "server issues" and bugs and even software-wide crashes that seriously impacted our ability to do business. If you choose to go with Taskworld, be sure you have a solid disaster-management plan in place just in case, because chances are you'll experience bugs on a weekly basis
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
Task Management - It's super easy to track progress on Taskworld. If your team keeps up with it, you'll never wonder where in the project someone is, because it's marked.
Project checklists - Having these to organize out smaller portions of the tasks makes everything so much easier and helps keep track of progress.
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
Taskworld crashed ALL THE TIME. It was so frustrating. You'd notice certain functions not working (like adding an additional location or reassigning a task) and then the whole thing would go down. We lost at least 3 individual business days due to Taskworld acting up.
We often requested features and bug fixes that took forever to be resolved. Taskworld staff was responsive, but issues took too long to resolve. As a small example, the GIF functionality of chat and task communication was down for weeks with no explanation.
Small glitches were frequent and obnoxious. We had to clear caches all the time in hopes that we'd be able to use Taskworld the way it was intended. There were many times employees didn't get notified of their "@ mentions" or weren't seeing notifications at all. It was a nightmare of death by a thousand cuts.
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
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
I can't say too much about the support we've gotten from Taskworld, because we haven't needed it. There haven't been any issues we've to have to reach out about because it works too well. Given the quality of the application, I'm sure the quality of the support follows.
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 used Basecamp very briefly before switching over to Taskworld. Basecamp wasn't nearly as dynamic as Taskworld and served more as a static archive than an active workflow software.
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
