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GridBuddy Connect

GridBuddy Connect

Overview

What is GridBuddy Connect?

GridBuddy Connect, from Validity, is a data productivity platform that keeps teams more focused on growing the business rather than updating data. GridBuddy Connect combines data from separate systems into an editable, spreadsheet-simple view. Users finally have all insights they need…

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Pricing

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What is GridBuddy Connect?

GridBuddy Connect, from Validity, is a data productivity platform that keeps teams more focused on growing the business rather than updating data. GridBuddy Connect combines data from separate systems into an editable, spreadsheet-simple view. Users finally have all insights they need in one place,…

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  • Premium Consulting/Integration Services

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Product Details

What is GridBuddy Connect?

GridBuddy Connect, from Validity, is a data productivity platform that keeps teams more focused on growing the business rather than updating data.

GridBuddy Connect combines data from separate systems into an editable, spreadsheet-simple view. Users finally have all insights they need in one place, and they can engage confidently using the right data.

GridBuddy Connect helps uses:

Update and work with data faster.

Make in-line updates and quickly navigate data through a spreadsheet-simple user experience. Zero in on data using filters and expansive search features, bring attention to the fields that matter most with conditional formatting, use actions to expand your grid’s functionality, and use your grids for in-line editable, multi-object reporting.


Connect Salesforce, Microsoft Dynamics 365, and Zendesk data for richer insights.

Unite data from separate databases, instead of manually combining exports and clicking between multiple systems. Centralize Salesforce data from multiple orgs for fast navigation and deeper insights, boost productivity by uniting Dynamics 365 data into one simplified view, and connect Zendesk customer data for another layer of knowledge.


Utilize job-specific workspaces.

Organize data views to meet the needs of each user. Get up and running faster with preconfigured, ready-to-use ReadyGrids, used tabbed workspaces to create a set of grids based on your team’s workflow, and tailor grids to the personal needs of each user.


GridBuddy Connect Features

  • Supported: Multi-object inline editing. View and manage updates for multiple records across objects in one spot with no limitations on field type or the number of records you can update.
  • Supported: Conditional formatting. Color code a field’s background, change the font color, or apply text formatting to fields that meet specific criteria.
  • Supported: Actions. Make more functionality accessible from the grid like sending an email or adding a group of contacts to a Salesloft cadence.
  • Supported: Job specific workspaces. Define a set of grids based on the objects, fields, and workflows of each team.
  • Supported: Forecast view. Organize your deals by status and expected close date to view forecasted revenue summaries.
  • Supported: Advanced reports. Create reports out of the same multi-object, inline editable grid view used to update your data.
  • Supported: ReadyGrids. Pre-configured grids that address common use cases for sales and service.
  • Supported: Connectors. Unite data from separate databases into one workable view.

GridBuddy Connect Screenshots

Screenshot of Conditional formattingScreenshot of ForecastingScreenshot of ConnectorsScreenshot of Mass UpdateScreenshot of Multi-object inline editing

GridBuddy Connect Integrations

GridBuddy Connect Competitors

GridBuddy Connect Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo

GridBuddy Connect Downloadables

Frequently Asked Questions

GridBuddy Connect, from Validity, is a data productivity platform that keeps teams more focused on growing the business rather than updating data. GridBuddy Connect combines data from separate systems into an editable, spreadsheet-simple view. Users finally have all insights they need in one place, and they can engage confidently using the right data.

Conga Grid and Troops are common alternatives for GridBuddy Connect.

The most common users of GridBuddy Connect are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews From Top Reviewers

(1-5 of 13)

Make the complaining employees happy

Rating: 8 out of 10
May 26, 2021
SC
Vetted Review
Verified User
GridBuddy Connect
2 years of experience
GB is currently being used in one department that is a breakoff position of our sales team. It is used for verification of sales. We use it for verifying Opportunities but we also pull in contacts, accounts and activity into our grids.
  • User friendly.
  • Pull multiple objects into one grid.
  • Layouts are seamless to work through.
Cons
  • Pulling unrelated objects has been a slight issue.
  • Related to fields are not as easy to lookup as Salesforce.
Working on data only, it is perfect and compact. It gets rid of unnecessary clutter. If you use click to dial, it is not yet supported so unfortunately not suitable for a call center.

Our Best Data Entry Buddy is GridBuddy

Rating: 9 out of 10
June 03, 2021
VR
Vetted Review
Verified User
GridBuddy Connect
4 years of experience
We use Gridbuddy to capture clients' attendance. It is used by one of our departments who use the tool to input multiple attendances in Salesforce. It makes data entry efficient and less time-consuming.
  • Easy to install and maintain
  • Good customer support in case we encounter any issues
  • Solves the issue of mundane data entry
  • Efficient and time saving
Cons
  • Does not support some web browsers
  • If Grid is not displayed, hard to troubleshoot
  • There could be room for improvement in using GridBuddy filters
GridBuddy is very well suited for multiple data entry where users need to enter multiple data at the same time. It is less appropriate in situations where we have less # of data and sensitive data need to be entered.

GridBuddy is the reason we keep Salesforce around.

Rating: 10 out of 10
December 19, 2020
BC
Vetted Review
Verified User
GridBuddy Connect
1 year of experience
GridBuddy is used by the outbound salespeople in the company, The reshaping of the traditional Salesforce user interface, into the grid system that GridBuddy offers, means that a wholesaler like us who has enormous numbers of customers, can use salesforce in a meaningful way.
  • Reshapes the user Interface into an intuitive, clean, easy and thoughtful way, meaning Salesforce can be practically used for applications that (in my Opinion) salesforce was never designed for.
  • Mass updates are a God send, Leaving quick and meaningful notes, setting up meetings with clients or upcoming calls to maintain contact, all from the same screen without information overload... a real achievement.
Cons
  • GridBuddy seems to be a real solid solution for us. And although it's likely not suited to everyone, those who do a high volume of customer interaction will likely prefer the GridBuddy front end over the traditional page by page based Salesforce front end.
High Volume call centers, with huge amounts of small detailed notes, that are accessed by single salespeople or in sales groups, will all benefit from Gridbuddy.

GridBuddy has helped optimize our Sales teams and other partners like no other!

Rating: 10 out of 10
July 22, 2020
NK
Vetted Review
Verified User
GridBuddy Connect
2 years of experience
When we first started with Grid Buddy, it was solely to replace our mass edit tool within SalesForce. 2 years later, we have multiple workspaces, embedded grids throughout our page layouts, and a large majority of the company is using it in some form. The problem that it addresses in our company is to be able to not only look at data but see layers of data in one place and allows the teams to action off of the data. Making things streamlined and efficient to get in and do what they need to.
  • Layered Reporting: The ability to bring in data from 3 objects, unlike Salesforce reports.
  • Mass Edit: In comparison to inline editing, it allows the ability to create multiple views, personalized layouts, and again seeing, more than one object at a time.
  • Workspaces: Ability to create a space with all the important grids a user needs.
Cons
  • Within the workspaces /tabbed pages, I wish the pages would auto fit depending on the size of the screen vs having to choose a particular size. What happens is you end up with the DBL scroll and it can be annoying on a smaller screen.
Well Suited: Any place where you want to be able to action off of what you see. Less Appropriate: When you just need to look at one object of data in a report or from a manager view when you are trying to just look at overall data with no action required.

GridBuddy Review

Rating: 7 out of 10
July 11, 2020
KT
Vetted Review
Verified User
GridBuddy Connect
5 years of experience
All of our front line sales reps, as well as our sales management and executives, use GridBuddy to view and edit multiple customer accounts or multiple opportunities all at once. This is a feature that neither of our latest two CRMs does a good job of. GridBuddy saves a lot of time for our users by allowing them to manage all their opportunities together.
  • Allows users to edit multiple opportunities or accounts in a single view at one time.
  • Integrates well with our CRMs and fills in gaps in functionality of our CRMs.
  • Allows secure access control for users to ensure they can only view or update CRM data we want them to have access to.
  • Easy administration of the tool.
Cons
  • We have used GridBuddy with both Salesforce and SAP C4C. We didn't have any problems when it was synced to Salesforce, but when synced to SAP C4C we have had a few problems, which makes me think the integration with it isn't as mature. See subsequent points with details.
  • When synced with SAP C4C, we are unable to use multi-level sorting on custom fields. Multi-level sorting is apparently only functional on standard C4C fields.
  • Our current instance of GridBuddy synced with C4C has been stuck in a metadata refresh for four weeks, so we can't use new C4C fields until this is resolved.
  • Support has been slow and not too impressive at least since using GridBuddy with C4C. It took a couple of months to finally diagnose the issue with multi-level sorting with different employees giving us different answers and eventually they told us the sorting wasn't working with C4C custom fields. It has been over three weeks since we reported that our metadata refresh was stuck and other than an acknowledgment that our issue had been forwarded to the product team, I have had no updates.
I would use GridBuddy with Salesforce. It has some benefit for us with C4C, but it has been problematic and not as beneficial as we expected.
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