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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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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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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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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 |
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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(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!
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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:
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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.
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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.
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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
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June 03, 2021
Our Best Data Entry Buddy is GridBuddy
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.
May 26, 2021
Make the complaining employees happy
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.
May 26, 2021
A spreadsheet-like feel in Salesforce
It is predominantly used by our operations team. It gives a spreadsheet-like feel to Salesforce where it is fairly quick and easy to enter multiple rows of data quickly. We have another team in logistics that essentially uses it as a filtered, editable report which is easier than opening each record in a new tab.
I manage TaskRay Projects for 30+ Salesforce Users. Each of those 30+ Projects has 130+ tasks, which are mostly the same across the tasks. Sometimes I need to edit the task across all 30+ projects, which is where GridBuddy comes in. It makes it easy for me to pull up all the projects and tasks I need to edit, and quickly apply mass changes. The ability to highlight certain lines in GridBuddy is also very helpful when I'm looking for tasks.
May 19, 2021
GridBuddy - Easy to use, great time saver
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.
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.
May 03, 2021
Use solely for Custom Option not for defaults
It's currently being used by the Development (fundraising) team. We use it primarily to create & edit opportunities, contacts, organizations. There has been some use cases for cleaning up our data with Grid Buddy.
December 19, 2020
GridBuddy is the reason we keep Salesforce around.
Score 10 out of 10
Vetted Review
Verified User
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.
July 27, 2020
GridBuddy is a good tool
GridBuddy is being used by many departments across the whole organization and helps to manage multiple groups of data easily.
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.
July 13, 2020
GridBuddy: Excel for Salesforce and more
We are using GridBuddy to view a lot of Salesforce data in a quick, easy-to-use and editable view. It essentially translates Salesforce data into an in-client Excel spreadsheet, allowing us to edit and review data quickly without creating cumbersome and uneditable Salesforce reports. Displaying these grids directly on a page layout for an object has also streamlined this process, as we can review many donations and opportunities easily without leaving the screen.
July 11, 2020
GridBuddy Review
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.
At my mid-sized nonprofit organization almost every Salesforce user also uses GridBuddy. Uses include managing donor thank you calls (to Contacts, related to Opportunities and Tasks) that are assigned to staff, managing program event check-ins, reviewing and cleaning address information on Accounts and Contacts, and reviewing and updating the status and other fields on Campaign Member records in a variety of different situations. It allows our staff to view and update multiple records simultaneously, rather than having to go to each record separately, so it is a big time saver.
July 09, 2020
Uses in a non-Sales environment
Our agency collects products and stores them in a warehouse that our community partners then make an order for. We are able to use GridBuddy to structure the ordering system, track inventory, and arrange transactions. Our partners are very pleased with how easy it is for them to use the system, how crisp and clean the entries and data appears, and from a user management perspective, my users are quite pleased.