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 …
Conga Grid
Conga Grid
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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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- Setup fee optional
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- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
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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
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Conga Grid Technical Details
| Deployment Types | On-premise, SaaS |
|---|---|
| Operating Systems | Windows, Mac |
| Mobile Application | No |
| Supported Countries | Global |
| Supported Languages | English |
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January 10, 2020
CongaGrid: Excel-like Superpowers within Salesforce
