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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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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!
- Business Problems Solved
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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
- 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
- Does not support some web browsers
- If Grid is not displayed, hard to troubleshoot
- There could be room for improvement in using GridBuddy filters
May 26, 2021
Make the complaining employees happy
- User friendly.
- Pull multiple objects into one grid.
- Layouts are seamless to work through.
- Pulling unrelated objects has been a slight issue.
- Related to fields are not as easy to lookup as Salesforce.
May 26, 2021
A spreadsheet-like feel in Salesforce
- Quick data entry.
- Filtered, editable report-like structure.
- Spreadsheet-like feel.
- There is a limit of about 40 fields that can be added to a grid.
- Mass updates.
- Grid/table format.
- Save grid views.
- A bit complex to set up grids.
- Limit to how many grids you can save.
- Limits on long text fields.
May 19, 2021
GridBuddy - Easy to use, great time saver
- 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.
May 03, 2021
Use solely for Custom Option not for defaults
- Mass Create
- Mass Edit
- User-Friendly
- The link between Opportunity and Payment object does not work
- I wish there were a "view all" for the results
- I wish it didn't kick me out of Gridbuddy (not Salesforce itself) after an hour or so of use
December 19, 2020
GridBuddy is the reason we keep Salesforce around.
Score 10 out of 10
Vetted Review
Verified User
- 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.
- 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.
July 27, 2020
GridBuddy is a good tool
- Easy setup
- User experience
- Data loads quickly
- Building templates
- Nested rows
- Cost per grid
- 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.
- 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.
July 13, 2020
GridBuddy: Excel for Salesforce and more
- Mass editing of Salesforce data.
- Displaying related list data on a page layout.
- Easy review of data in-line with other information.
- User interface looks a bit outdated.
- Too many related objects in the list causes the layout to look offset.
- Grids take a while to set up and load.
July 11, 2020
GridBuddy Review
- 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.
- 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.
- Displaying fields from multiple related objects in one easy to read view.
- Allowing field updates to multiple fields and records at the same time.
- Filtering and displaying only the records relevant to a specific user.
- Does not allow users to create new Campaign Member records; we would like to be able to add multiple Campaign Member records to a Campaign in a Grid.
- Does not allow users to create new Task records; we would like to be able to add multiple Tasks records related to the same user but multiple Opportunities and Contacts.
July 09, 2020
Uses in a non-Sales environment
- GridBuddy shows inventory data very well.
- GridBuddy makes tracking information very easy.
- Developer side
- Training side
- Customer service side