Conga Grid Reviews

11 Ratings
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Score 8.8 out of 100

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Reviews (1-6 of 6)

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January 09, 2020
Jack Borland | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

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.
Read Jack Borland's full review
April 26, 2019
Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Saving candidate information
  • Creating packet templates
  • Matching candidates to potential jobs
  • Sometimes Conga goes slower when using it at a high volume
  • Being able to pull more data through LinkedIn and Indeed
  • Job match function
Read this authenticated review
May 29, 2018
Peggy Tambouridis | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Allows recruiters to service candidates within a radius of a desired city/location
  • Allows recruiters to see multiple fields/information on multiple candidates at once
  • Allows for easier ranking/sorting by salary, years of experience, etc
  • The speed of ActionGrid can be very slow when reviewing a large pool of results
Read Peggy Tambouridis's full review
May 29, 2018
Natalie Fiore | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Helps me find candidates within a certain radius
  • Keeps me organized with talent within my network
  • Gives optimum results for all tasks related to recruiting
  • It could be more accurate
  • Better views would be nice. cleaner
  • Wish the refreshing was quicker
Read Natalie Fiore's full review
May 11, 2018
Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • filtering candidates
  • finding specific qualities in a candidate
  • sorting jobs that are relevant/not relevant
  • slow to load
  • the more filters/columns you have the slower it runs
Read this authenticated review

Feature Scorecard Summary

Task Management (4)
Resource Management (4)
Gantt Charts (2)
Scheduling (2)
Workflow Automation (4)
Team Collaboration (4)
Support for Agile Methodology (2)
Support for Waterfall Methodology (2)
Document Management (2)
Email integration (3)
Mobile Access (2)
Timesheet Tracking (3)
Change request and Case Management (2)
Budget and Expense Management (2)
Quotes/estimates (2)
Invoicing (2)
Project & financial reporting (2)
Integration with accounting software (2)

What is Conga Grid?

Conga Grid (formerly ActionGrid) enables users to turn their Salesforce lists into an Excel-like grid and is designed to help users perform better queiries and get better visulization.
Categories:  Project Management

Conga Grid Technical Details

Operating Systems: Unspecified
Mobile Application:No