Skip to main content
TrustRadius
Conga Grid

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…

Read more
Recent Reviews
Read all reviews

Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Return to navigation

Pricing

View all pricing
N/A
Unavailable

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

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Would you like us to let the vendor know that you want pricing?

1 person also want pricing

Alternatives Pricing

What is Spotfire?

Spotfire® is a data visualization platform that utilizes predictive analytics. In addition to data viz, it includes data wrangling capabilities, predictive analytics, location analytics, and real-time streaming analytics. Spotfire® is a business unit of Cloud Software Group, formerly known as…

What is Qlik Sense?

Qlik Sense® is a self-service BI platform for data discovery and visualization. It supports a full range of analytics use cases—data governance, pixel-perfect reporting, and collaboration. Its Associative Engine indexes and connects relationships between data points for creating actionable insights.

Return to navigation

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 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

Conga Grid Screenshots

Screenshot of Simple Grid View - makes Salesforce data easier to see & fast to updateScreenshot of Excel-Like Functionality - data can be edited inline, just like in a spreadsheetScreenshot of Single View For All Data - displays data across objects on a single screenScreenshot of Conditional Formatting - drives attention to key data with conditional formattingScreenshot of Mass Edit and View Related Records - related records can be displayed and edited from the same screenScreenshot of Reporting - Groups and subtotals data

Conga Grid Videos

Conga Grid Demo

Watch Conga Grid overview

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
Return to navigation

Comparisons

View all alternatives
Return to navigation

Reviews and Ratings

(17)

Attribute Ratings

Reviews

(1-1 of 1)
Companies can't remove reviews or game the system. Here's why
Jack Borland | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
  • 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.
CongaGrid is well suited to any data hygiene application as you can review, filter, select and apply changes across multiple fields. It is also well suited to any process where a user wishes to view data, then take action on one or multiple records within the list. It alleviates the need to set up custom report types, as cross-object filtering and reporting can be done through CongaGrid. Anything that you might wish to do using a spreadsheet with macros & cell or row or column formatting can be done in Salesforce using CongaGrid. For simple analysis of data, Salesforce reports and dashboards are usually more effective with abilities to chart data.
Data Discovery and Visualization
N/A
N/A
BI Standard Reporting
N/A
N/A
Ad-hoc Reporting
N/A
N/A
Report Output and Scheduling
N/A
N/A
  • We have been able to automate a number of Excel driven processes to give reps back an average of 2 hours/rep/week.
  • We have been able to shift Sales Operations data hygiene processes from exports/imports using data loader and Excel or SQL to just-in-time processing using CongaGrid.
CongaGrid is native to Salesforce and takes advantage of the Salesforce Lightning experience to provide a strong, full-featured solution for cross-object data access and manipulation. The upgrades are seamless, occurring without requiring administrator application of the changes. Embedding Excel-like functionality directly within Salesforce opens up a host of use cases for accessing and manipulating Salesforce data.
In general, Conga is a strong company with a depth of talent in its support team. However, when new releases occur, the changes can be somewhat jarring to users as the interface does not offer the ability to hide or show messages related to the changes - all users get the same messaging from Conga around changes to their tool.
Salesforce CPQ (formerly SteelBrick), ZoomInfo, Outreach, ON24, Oracle Eloqua, Salesforce Einstein Analytics (formerly Wave Analytics), Apttus Configure Price Quote, LinkedIn Sales Navigator, KnowledgeTree
Return to navigation