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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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Recent Reviews

TrustRadius Insights

GridBuddy Connect has proven to be an invaluable tool for sales teams, allowing them to verify sales opportunities and easily pull in …
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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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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 and Ratings

(19)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

GridBuddy Connect has proven to be an invaluable tool for sales teams, allowing them to verify sales opportunities and easily pull in contacts, accounts, and activity into grids. By replacing the mass edit tool within Salesforce, it streamlines the data verification and editing process, resulting in increased efficiency. Users have found that the ability to view and edit multiple customer accounts or opportunities at once saves valuable time for sales reps, management, and executives.

For wholesalers who need to manage large numbers of customers, GridBuddy Connect reshapes the traditional Salesforce user interface into a grid system. This enables wholesalers to effectively use Salesforce for their specific needs. The software also facilitates efficient data entry by capturing and inputting multiple attendances in Salesforce simultaneously, eliminating the time-consuming task of manual data entry.

One of the standout features of GridBuddy Connect is its real-time and visual data manipulation capabilities. Unlike Dataloader, which only allows batch updates, GridBuddy Connect provides users with immediate visibility of changes as they happen. This makes it easier for users to track changes and ensures that they have an up-to-date view of their data.

Non-profit organizations utilizing GridBuddy Connect have found it particularly useful for managing donor thank you calls, program event check-ins, and maintaining address information on accounts and contacts. By allowing simultaneous viewing and updating of multiple records, the software significantly reduces the time needed for these tasks.

GridBuddy Connect also proves beneficial for cross-department coordination within organizations. It provides an easy-to-use system for community partners by structuring ordering systems, tracking inventory, and arranging transactions. Additionally, logistics teams find value in this tool as it acts as a filtered, editable report without requiring them to open each record in a new tab.

The development team within organizations has also embraced GridBuddy Connect for creating and editing opportunities, contacts, and organizations. It simplifies these processes by providing a spreadsheet-like feel within Salesforce, enabling quick and easy entry of multiple rows of data. Moreover, the software functions as an in-client Excel spreadsheet, allowing for quick and editable data review and editing.

In summary, GridBuddy Connect proves to be a versatile tool that solves various problems across different industries and departments. With its ability to streamline data verification, enable simultaneous viewing and editing of multiple records, and provide real-time visual data manipulation capabilities, it has become an essential asset for organizations seeking efficiency and productivity in Salesforce.

User-Friendly and Easy to Set Up: Several reviewers have praised GridBuddy Connect for being user-friendly and easy to set up. Users found the software intuitive, allowing them to quickly navigate and utilize its features without much training or technical knowledge. The straightforward setup process further enhanced their experience, enabling them to start using the tool efficiently in a short amount of time.

Efficient Workflow with Multiple Objects: Many users have appreciated GridBuddy Connect's ability to pull multiple objects into one grid, which has greatly improved their workflow efficiency. By consolidating data from different sources into a single view, users can seamlessly work with related records and perform actions across various objects simultaneously. This feature eliminates the need for constantly switching between screens or tabs, streamlining processes and saving valuable time.

Flexible Customization and Layouts: A notable number of reviewers have highlighted the value of GridBuddy Connect's personalized layouts and multiple views. This functionality allows users to customize how they organize and display data according to their specific needs. With the ability to create unique layouts tailored to different use cases or user preferences, GridBuddy Connect offers flexibility in data management that enhances productivity and usability for customers.

Unrelated Object Pulling: Some users have experienced difficulties retrieving desired information due to a slight issue with pulling unrelated objects in GridBuddy Connect.

Challenging Lookup of Related Fields: The efficiency of tasks has been impacted for some users who found it challenging to lookup related fields, especially in the Salesforce workspace.

Cumbersome Tabbed Pages on Small Screens: Users with smaller screens have encountered a cumbersome double scroll experience as the tabbed pages within GridBuddy do not auto-fit based on screen size.

Users commonly recommend the following:

  1. Learning and Configuration: Users acknowledge that the tool may require some effort to learn and configure the grids. They suggest working with the Gridbuddy team for best practices and guidance.

  2. Time-saving and Efficiency: Many users find the tool to be great and mention that it saves a significant amount of time. The tool's ease of use and ability to adapt well at scale make it suitable for both small and large enterprises.

  3. Lead Generation and Funnel Management: Users highly recommend using Gridbuddy for lead generation management, as they consider it a big time saver. It is also mentioned that the tool is great for sales unit management, allowing multiple teams or individuals to utilize its features effectively. Reps find it particularly useful for updating opportunities and believe it makes a significant difference in funnel management.

One important suggestion from users is to approach Gridbuddy with an unbiased mindset, being prepared to learn as the product description may not always align with expectations. Additionally, some users have mentioned that support can be slow at times, but overall they still recommend the tool due to its user-friendly interface that aligns well with their business needs.

Attribute Ratings

Reviews

(1-1 of 1)
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Score 10 out of 10
Vetted Review
Verified User
Incentivized
GridBuddy is used by myself (Director Sales Operations) and our VP Marketing.
We use GridBuddy to clean up data, make mass changes, [and] update loads of information in SFDC all at one time.
A simple example is when we have [a] change or move of a Sales Rep, or a new Sales Rep. In a matter of minutes, I can move the ownership of all needed Opportunities, Leads, Contacts and Accounts to the new person. What I particularly like about GridBuddy is the both the real-time nature of it and the visual nature of it. As opposed to using Dataloader for such data manipulations, which is not visual (I can't see the changes as they happen) and done in batches rather than real-time in front of my eyes.
  • It's visual, with all of the data you need to change is right there in front of your eyes.
  • It's real-time, you can see the change right when you make the change.
  • Ease of use. Once you have your grid setup, it's a piece of cake.
  • I like that you can make related objects to the primary object in the Grid, in order to make some rather deep changes to data that would be done one-at-a-time in the normal SFDC interface.
  • I would like to see the limits increased on the number of records that can be edited in some of the objects. Many have a limit of 50 at one time (per page) and if I have to change 1000 records then I have to do the same thing 20 times in a row.
  • Sometimes I find it a bit difficult to get the fields from a related object (related to the primary object) into the grid. Sometimes the "connection" to the primary grid is a bit confusing.
  • That's really it. Everything else I like GridBuddy.
1. Making broad changes to data, like moving ownership of records from one user to another for a new Sales Rep or a moved Sales Rep.
2. Making broad changes to data for product changes, product introductions and such (product naming changes, product description changes, etc.).
I recently had to make a change to the name of a Product Option. Product Options are a sub-object related to Product. This name change was in 22 places. Okay, 18 [is] not a lot, but to make this change individually 22 times is still very tedious and takes too much of my time. Instead, I set up my Grid with the Object and sub-Object and made all 22 changes at once with a mass change. Piece of cake. And I don't have to go back to several of the records to see if the change was made successfully (something you have to do with Dataloader). I could see the effective change all at once on my Grid screen.
  • Efficiency.
  • Productivity.
  • Time savings.
  • The Sales VP's are very pleased when I can move ownership of records around so quickly.
Conga has somewhat similar product, but it's much more difficult to use.
2
Both of us are Salesforce Admins
2
The same two Admins
  • Very quickly updating/moving ownership of Opportunities, Leads, Accounts and Contacts when a new person is hired or there are changes (moving around of Sales Reps)
  • Making quick updates/changes to big (lots of) records at one time, like price changes and product changes.
  • Adding/Enhancing information quickly across a long list of filtered records at one time. Like adding information to all of the Leads just created by Marketing.
  • Quick price updates to a long list of product records
  • Updating Product Options in Salesforce CPQ, quickly on a long list of records
  • Adding new information to a long list of records that didn't exist before, without having to do a "dataload".
  • GridBuddy is so much easier and quicker and more immediately visual than using Dataloader.
  • We continue to add new Marketing information (new fields) to Assets and Opportunities, to new fields. Doing this with GridBuddy is a snap.
- Easy of use
- Visual nature of using the product (as compared to Dataloader)
- Quickness of making changes/updates/edits to long lists of records, live and real-time
Yes
For the most part, I use GridBuddy for many actions that I used to use Dataloader for.
GridBuddy is a very valuable tool.
  • Product Features
  • Product Usability
  • Prior Experience with the Product
Product Usability:
GridBuddy is VERY easy to use. The visual, real-time nature of being able to make mass changes/edits/updates all at once is the most critical and best feature of GridBuddy.
I wouldn't change anything. I selected GridBuddy.
  • Implemented in-house
No
Change management was minimal
  • None
GridBuddy was very easy to implement
I did not purchase premium support. I did not need it. GridBuddy is very easy to setup and use.
No
When I first started using GridBuddy, I need to create a grid that used fields from the Primary Object, a secondary related object and another object related to the previous related object (3 levels deep, so to speak). I contacted Validity for support and was helped quickly and effectively with this request.
  • Setting up a Grid with the fields from multiple related objects
  • Filtering the Grid to see the records that I need to adjust
  • Making Mass Changes to a long list of records, real-time and immediately visible to see
  • I haven't found any
- Ease of use
- Real-time and visible nature of making mass changes
- Ease of setting up a Grid
- Ease of filtering the Grid to see the records that I need to change
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