Conga Grid

Conga Grid

Score 9.6 out of 10
Conga Grid

Overview

What is Conga Grid?

Conga Grid is a productivity tool within Salesforce that allows users to view, sort, and manage data batches from a single screen. It helps users to find and manage the information and insights needed with fewer clicks and less screen...
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Pricing

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What is Conga Grid?

Conga Grid is a productivity tool within Salesforce that allows users to view, sort, and manage data batches from a single screen. It helps users to find and manage the information and insights needed with fewer clicks and less screen switching. Conga Grid helps…

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visithttps://conga.com/products/business…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

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Product Demos

Grid demo
01:45
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Product Details

What is Conga Grid?

Conga Grid is a productivity tool within Salesforce that allows users to view, sort, and manage data batches from a single screen. It helps users to find and manage the information and insights needed with fewer clicks and less screen switching.

Conga Grid helps its users to save time, improve data quality, get a clear view into needed data, and create a more productive workplace in Salesforce to drive growth across the organization.

Using its Quick Start Grids, which are pre-built for use cases (Sales, Sales Executive, Case Management, Salesforce Admin), the user can get up and running within minutes.

Grid provides:

Complete data visibility: Conga Grid empowers users to quickly navigate, visualize, and manage Salesforce data across multiple objects from a single grid.

Insights that drive growth: Conga Grid makes workflow management easier, with a 360-degree view of data on a single screen.

Increased productivity across a team: Inline editing saves the user from clicking through multiple records and screens to access data. Update data faster and increase productivity with bulk edits.

Conga Grid Features

Data Discovery and Visualization Features

  • Supported: Predictive Analytics

Ad-hoc Reporting Features

  • Supported: Report sharing and collaboration

Additional Features

  • Supported: Data Sourcing
  • Supported: Exporting & Sharing Data
  • Supported: Interactive Dashboards
  • Supported: Data Segmentation
  • Supported: Live Forecasting
  • Supported: Live Pipeline Management
  • Supported: Account-Based Analytics
  • Supported: Activity Tracking

Conga Grid Screenshots

Screenshot of Simple Grid View - make your Salesforce data easy to see & fast to updateScreenshot of Excel-Like Functionality - edit your data inline, just like in a spreadsheetScreenshot of Single View For All Your Data - see data across objects on a single screenScreenshot of Conditional Formatting - drive attention to key data with conditional formattingScreenshot of Mass Edit and View Related Records - see and edit related records from the same screenScreenshot of Seamless Reporting - easily group and subtotal your data

Conga Grid Videos

Conga Grid Demo

Watch Conga Grid overview

Conga Grid Competitors

Conga Grid Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Mac
Mobile ApplicationNo
Supported CountriesGlobal
Supported LanguagesEnglish
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Comparisons

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Reviews and Ratings

 (14)

Attribute Ratings

Reviews

(1-6 of 6)
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Jack Borland | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
CongaGrid is well suited to any data hygiene application as you can review, filter, select and apply changes across multiple fields. It is also well suited to any process where a user wishes to view data, then take action on one or multiple records within the list. It alleviates the need to set up custom report types, as cross-object filtering and reporting can be done through CongaGrid. Anything that you might wish to do using a spreadsheet with macros & cell or row or column formatting can be done in Salesforce using CongaGrid. For simple analysis of data, Salesforce reports and dashboards are usually more effective with abilities to chart data.
Score 6 out of 10
Vetted Review
Verified User
Overall, I enjoy using Conga ActionGrid. It helps us store our large candidate pool, while continuously adding more candidates every day. With a quick search we are able to find these candidates and then match them to a job that they might be a good fit for. After we create a packet for them to present to hiring managers.
Peggy Tambouridis | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
ActionGrid works well for recruiter sourcing of very specific candidates. It is not the most effective tool for sourcing of a more complex type of profile. It does not allow for booleans and becomes slower when looking at large candidate pools.
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