January 09, 2020
Score 9 out of 10
Read Jack Borland's full review
Pros and Cons
- A specific strength of Conga is the ability to easily produce cross-object displays where you can take information like open Opportunities and layer on information such as Activities, Orders, Opportunity Products with all related information being accessible when individual lines are selected. The reading pane functionality is a huge timesaver for reps working lists of records.
- Another strength is Conga's ability to allow mass edit/update - for example, you can have a list of leads assigned to you, check the ones you met at a conference, and update a field on their record or assign a task or do an email send right from the list. At the same time, you can select other records, and do the mass update or mass create of tasks that are relevant for them.
- While CongaGrid has boolean search functionality, it can sometimes be challenging to leverage "Or" statements in the search. We can specify "show opportunities closed this week where orders exist where rep finalized date = this year, and sales credit is > $0." But trying to specify "show me opportunities were either (orders exist where rep finalized date = this year and Opportunities closed this year) or (opportunity is a partner opportunity and the opportunity closed on January 1st) can be challenging for a basic user to execute.
- There are currently no metrics reports to identify views not being used. This can lead to data hygiene issues, ultimately causing confusion when multiple views with similar or the same name have been created.