Conga Grid

Conga Grid

Score 9.4 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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Recent Reviews

Game changer

9 out of 10
November 09, 2022
It helps the qualify candidates based on their merits and having more parameters that can include & sort out based on their …
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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

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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

 (15)

Attribute Ratings

Reviews

(1-7 of 7)
Companies can't remove reviews or game the system. Here's why
November 09, 2022

Game changer

Score 9 out of 10
Vetted Review
Verified User
It helps the qualify candidates based on their merits and having more parameters that can include & sort out based on their experience. it's great for specific qualities and skills that are required of a potential candidate. the spreadsheet helps to view data and do mass updates.
Jack Borland | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
We implemented CongaGrid for all our Sales, Sales Operations, Sales Training, and Customer Implementation and Training users. This is approximately 1/2 of our user base. CongaGrid allows us to provide rapid access to cross object data with inline editing and mass editing/updating. We use it extensively for data hygiene and have incorporated it into multiple sales processes.
Score 6 out of 10
Vetted Review
Verified User
Conga ActionGrid is being used by our organization by a team of Account Managers, Recruiters and Recruiting Coordinators to match our candidates to jobs that might be a good fit. We then use it to generate a packet for each candidate that highlights their experience. This helps us manage our large candidate pool.
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