GridBuddy is the reason we keep Salesforce around.
December 19, 2020

GridBuddy is the reason we keep Salesforce around.

Bilal Comertpay | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with GridBuddy

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.
  • 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.
  • GridBuddy has allowed us to make more outbound calls and handle more concurrent tasks that using Salesforce alone would have allowed. Considering the costs of Salesforce, the small additional expense is well justified under the correct circumstances. We were very disappointed with the vanilla Salesforce UI. GridBuddy means that we actually engage with salesforce now.
We have not required any such customization
Our sales teams engagement with Salesforce was tedious from the get go, that is not necessarily the fault of Salesforce, more a mismatch between our expected use for the software and what Salesforce was designed to do best. Our industry typically deals in short detailed calls. GridBuddy's system, makes the process of leaving notes and follow-up reminders extremely easy, coupled with our phone system. We have a viable CRM now as gridbuddy makes the entire experience valuable and approachable for our specific needs.
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.