CongaGrid: Excel-like Superpowers within Salesforce
We implemented CongaGrid for all our Sales, Sales Operations, Sales Training, and Customer Implementation and Training users. This is …
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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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…
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Product Details
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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 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 navigate, visualize, and manage Salesforce data across multiple objects from a single grid.
Insights to 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
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Conga Grid Competitors
Conga Grid Technical Details
| Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Windows, Mac |
| Mobile Application | No |
| Supported Countries | Global |
| Supported Languages | English |
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Reviews
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January 10, 2020
CongaGrid: Excel-like Superpowers within Salesforce
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.
April 26, 2019
Conga ActionGrid Review
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.
May 29, 2018
ActionGrid from a Recruiter's Standpoint!
We use ActionGrid as a means to source candidates for roles we are recruiting for. It helps us search by several qualifying factors/labels, as well as by radius, location, etc.
May 29, 2018
Great Search Tool
It is being used in our organization for recruiting purposes. We use it to target candidates by locations, salaries, and job titles etc.
May 29, 2018
ActionGrid and CS Recruiting
We use ActionGrid as an ATS. It organizes our database of 65,000+ candidates and allows us to sort and filter down our results to find the perfect match. It allows us to have an organized view of all of our candidates.
May 11, 2018
Conga ActionGrid Review
We use it to filter candidates and jobs to find the most accurate item. The whole organization uses it. It can be slow to use at times.