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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Product Details
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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, 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
GridBuddy Connect Integrations
- Microsoft Dynamics 365
- Salesforce
- Zendesk
GridBuddy Connect Competitors
- Conga Grid
- Troops
- Crowe
GridBuddy Connect Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | No |