Likelihood to Recommend 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.
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Postwire is best used in any type of situation where you're trying to deliver data sheets, content or videos to customer or clients in one please. Instead of sending multiple emails with a lot of stuff attached, this is a great place to store it. It looks professional and often times, the client appreciates not having to look through all of their emails.
Read full review Pros 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 Social Communications Company
Content Sharing - Easy way to share content. Content Engagement Tracking - Easy way to track prospects engagement with the content Ease of Use - Ability to set up a site in minutes. Read full review Cons 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 Social Communications Company
Enough people don't know about Postwire, and I think that because of that, prospective clients often disregard these links as spam. 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
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Unfortunately, the decision to renew does not fall on me. However, I have told the decision maker that I believe that we utilized Postwire incorrectly when we started. I believe that rather than sending links to our Postwire pages to prospective clients in our introduction email, they would be better suited to send after connecting and agreeing to send them additional information. That way, you can explain that it will be in the format of a Postwire link due to it's ease of use.
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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Implementation Rating GridBuddy was very easy to implement
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Alternatives Considered This is the 1st inline editing product we have tested. The only reason we would ever go with another product is the price.
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Clearside has less features and is very simple. It's convenient because it comes free with Sales Navigator. There is limited functionality and you can only have a certain number of different clear slides accessible at once. There is also a lot of other random LinkedIn content that shows up on
ClearSlide , but I'm not a fan. I prefer paying with Postwire over free with LinkedIn.
Read full review Return on Investment 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 Social Communications Company
Sales conversion rates Sales image Sales efficiency Read full review ScreenShots GridBuddy Connect Screenshots