GridBuddy Connect, from Validity, is a data productivity platform that keeps teams more focused on growing the business rather than updating data.
GridBuddy Connect combines data from separate systems into an editable, spreadsheet-simple view. Users finally have all insights they need in one place, and they can engage confidently using the right data.
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Highspot
Score 8.4 out of 10
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Highspot is a sales content management software solution offered by Highspot.
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.
Great for delivering insight on which personas are engaging with the material shared. If I've had multiple meetings with personas, but they have not engaged with my proposal, I'm now able to understand the priority of our partnership and how it ranks within their other initiatives.
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.
From an admin perspective, the platform is very easy to navigate, build and launch new content and informational pages for our team.
The search feature within the platform is very accurate and does a great job of curating the top content based off of what our reps are looking for.
The ability for our reps to hit 'edit in word online' or 'edit in Excel online' is great because our reps don't have to download a doc, edit it and then re-upload into the system. Any changes they make are auto-saved and stored right in Highspot. They can then present straight from the platform.
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.
- 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
I love Highspot, it saves me a ton of time every single day. I like how my correspondence looks professional and I know what I'm sending is accurate and company approved. I'm able to add it to an email template in seconds and choose multiple brochures if it fits the information the student wants or requested. I can also customize templates to make them company specific when appropriate
- 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
It is a very intuitive website with easy navigation. I am also able to search by market name alone to get all the information that I need within that market. It is only as good as the information you place into it, but the naming conventions should be standard across the board.
I have not needed any customer support until now, I guess this is because they work on a proactive maintenance of the platform. We have an internal team working with Highspot so if I need help I go to my internal team not directly to Highspot. I have never heard any complaints.
Dropbox was sufficient for storing content in an easy to access space but, provided us no value beyond that. SharePoint actually made us less productive due to the amount of time our sales team had to spend searching for the right piece of content. Neither solution provided us any analytics as to what content was being used/engaged with.
Highspot provided us with intuitive content search and organization with the ability to tag keywords, search queries, and fine-tune categorization of all of our content. Highspot also provided us with direct feedback when our customer or prospective customers were viewing content which enabled us to follow-up at the perfect time and was directly attributed to several closed won opportunities. Their Outlook integration is the icing on the top as it allows our sales team to share content, access email templates, and link communication back to Salesforce without ever having to leave the email client. With these features combined Highspot has made me drastically more productive and efficient in my work.
