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.
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.
For users who live in a specific app that already allows for templates, TextExpander might not be the best fit. Even then though, you are generally limited to one template per message. TextExpander is great because it carries across all platforms I use. I can use it to drop into emails, browsers, Slack convos, etc seamlessly. Really anyone who is consistently using the same language, links, or info would be in the ICP for TextExpander.
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.
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
- 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
I'm obsessed with this app. It was the only thing I asked my leadership team to add to the budget for me. I can't see myself working in the sales/remote/tech space without it these days. Huge fan, love how easy it us to use, low effort to set up, and grows as my needs and use cases do