Likelihood to Recommend
Their CSM Eve is great. Super responsive and helpful when you need her. Their tool never breaks!
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1. Making broad changes to data, like moving ownership of records from one user to another for a new Sales Rep or a moved Sales Rep. 2. Making broad changes to data for product changes, product introductions and such (product naming changes, product description changes, etc.). I recently had to make a change to the name of a Product Option. Product Options are a sub-object related to Product. This name change was in 22 places. Okay, 18 [is] not a lot, but to make this change individually 22 times is still very tedious and takes too much of my time. Instead, I set up my Grid with the Object and sub-Object and made all 22 changes at once with a mass change. Piece of cake. And I don't have to go back to several of the records to see if the change was made successfully (something you have to do with Dataloader). I could see the effective change all at once on my Grid screen.
Read full review Pros Easy to use Syncs with Salesforce Can add contacts to Salesforce from Ebsta fluidly Read full review Reshapes the user Interface into an intuitive, clean, easy and thoughtful way, meaning Salesforce can be practically used for applications that (in my Opinion) salesforce was never designed for. Mass updates are a God send, Leaving quick and meaningful notes, setting up meetings with clients or upcoming calls to maintain contact, all from the same screen without information overload... a real achievement. Read full review Cons It doesn’t recognize specific URL links. For example, “bob smith” could be in our CRM 10 times and it won’t know which one is the correct Bob Smith. Read full review Does not allow users to create new Campaign Member records; we would like to be able to add multiple Campaign Member records to a Campaign in a Grid. Does not allow users to create new Task records; we would like to be able to add multiple Tasks records related to the same user but multiple Opportunities and Contacts. Read full review Likelihood to Renew
- Easy of use - Visual nature of using the product (as compared to Dataloader) - Quickness of making changes/updates/edits to long lists of records, live and real-time
Read full review Usability
- Ease of use - Real-time and visible nature of making mass changes - Ease of setting up a Grid - Ease of filtering the Grid to see the records that I need to change
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GridBuddy was very easy to implement
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This is the 1st inline editing product we have tested. The only reason we would ever go with another product is the price.
Read full review Return on Investment Allows us easy access to know if someone is in our database without searching Read full review Our sales executives save a lot of time reviewing all opportunities in a single editable view. Gridbuddy improves the functionality of our CRM by allowing us to edit multiple opportunities in one place. It is generally faster and easier to build a report in GridBuddy than it is in SAP C4C. Read full review ScreenShots GridBuddy Connect Screenshots