Conga Grid vs. TeamGantt

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

TeamGantt is wonderful for organizing long and short term projects that have lots of tasks and or people involved. I love that it's "in the cloud" so I can manage no matter where I am or what device I'm using. There is a mobile app that is quite easy to use and sized nicely for people who have trouble reading small/fine print. I find it to be a well-suited tool for ongoing projects where the tasks change weekly - I use it for my newsletter planning. You can assign and label tasks which is super convenient for me and my Team. All through the week we are making changes and suggestions in TeamGantt and as we get closer to publication day we mark the stories and objects as done so we know we will finish everything before our deadline.

Incentivized

• 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

• In TeamGantt, clients can remark on any undertaking and keep their visits inside the errands.
• Reports can likewise be connected to any undertaking. Clients can channel the errands by the due date and what their identity is relegated to, and they can change over Gantt graphs into PDFs.
• The arrangement is accessible for each client each month's membership premise and offers support using telephone and email.

Incentivized

• 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

• Task assignment matrix is a bit clunky. It's a bit difficult to see distribution of work for each assignee, but not impossible.

Incentivized

It could be easier to create views or there could be additional training with step by step examples in conga community

Incentivized

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

I never interacted with them. That, in itself, I feel represents their quality. They made the resources available to me so that when I started to have a question, the answer was either right there for me, or easy to figure out without any trouble. So, I never felt the need!

Incentivized

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

Our team uses ClickUp for task management. ClickUp has a Gantt chart feature, but it's based solely on the tasks we create in ClickUp, so in order to create a client-facing chart, we'd have to completely change the way we assign tasks to our internal team. We use TeamGantt for the sole purpose of creating project plans and viewing project statuses at-a-glance. You might be able to use it for task management, but we don't.

Incentivized

• 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

• TeamGantt has had an overall incredible return on investment.
• In the past, we have tracked strategies/projects manually (MS Excel, etc.). Having a tool like TeamGantt has improved our efficiency greatly.
• The ability to see where a project stands (intra-department) at-a-glance has improved our ability to observe statuses.
• TeamGantt has definitely helped remind me to drive on projects that would normally have gone "stale."

Incentivized