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Conga Grid

4.35 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆
(350 Reviews, Testimonials & Expert Opinions)
(350 Reviews, Testimonials & Expert Opinions)

Conga Grid | Enables Salesforce customers to manage, visualize, and navigate data

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About Conga Grid

Conga Grid is an interface designed for Salesforce customers to convert Salesforce CRM data into actionable grids. It helps enhance user productivity by providing data crunching capability via features like filter, group and relationship mapping.

The software offers dynamic view option on the data with features like add/edit in place, conditional formatting, smart filters, reading panes, mass updates and batch editing, sorting and security.

Congo grid enhances execution of sales based activities, user experience and adoption with excel like capability in Salesforce with unique custom actions. It also has multiple resources, wizards and templates that help in the setup process.

Evaluating Conga Grid for your Sales Analytics need?

wyz, your personal AI advisor

Our AI advisor, Wyz, harnessed 350 insights from peers and experts who used Conga Grid to help you determine how well it fits your Sales Analytics needs.

Reviews

Cuspera curates public sources on the Interest such as peer reviews, customer case studies and testimonials and expert blogs along with software vendor provided installation data to help you assess how well Conga Grid solves your Sales Analytics needs.

Peer and Expert Opinions
for Conga Grid

Goals

Enhance customer relationships and Improve ROI are the most popular goals peers achieved using Conga Grid .

Channels

It is the best suited for offline, e-mail, events, channels.

Other channels:

  • trade shows
  • website
  • phone calls
  • on premises
See all channels See less channels

Processes

Peers recommend communication management, sales document management, advertisement, as the business processes that they have been most satisfied while using Conga Grid .

Read Peer and Expert Experience for Business Use Cases

BUSINESS USE CASE

SATISFACTION

PEER EXPERIENCES

Communication management With Offline and E mail and Events and Trade shows

"...Another strength is Conga's ability to allow mass edit/update - for example, you can have a list of leads assigned to you, check the ones you met at a conference, and update a field on their record or assign a task or do an email send right from the list...."
Peer review by Jack Borland, Senior Manager, Salesforce & Marketing Automation Operations, Wolters Kluwer Legal & Regulatory US

sending & publishing communications

tracking & monitoring communications

Sales document management

"...I helped implement CongaGrid for a client who was using it as a temporary solution to add Quote Line Items...."
Peer review by William C, Salesforce Consultant, Information Technology and Services

proposal & quote management

contract management

digital signature

Advertisement With Website and Offline and On premises

"...We might also use analytics cookies to test new ads, pages, or features to see how users react to them...."
Conga Support

+9 more business use cases

Our AI advisor, Wyz, harnessed 350 insights from peers and experts to help you assess how these Conga Grid use cases fit your Sales Analytics needs.

Popular Business Setting
for Conga Grid

Top Industries

  • Information Technology and Services
  • Computer Software
  • Education

Popular in

  • Mid Market
  • Small Business
  • Enterprise

Peers used Conga Grid to Enhance customer relationships and Improve ROI

Verify if it works for you

Peer and Expert Opinion on Features
for Conga Grid

  • Low
  • Medium
  • High

Recording

IT and Other Capabilities
for Conga Grid

  • Low
  • Medium
  • High

data

Data Export

Data Import

Support

Email Support

24/7 Support

Phone Support

Chat Support

Other

AI Powered

Custom Reports

Analytics

Failure Risk Guidance Security Report ?

Overall Risk Meter

Low Medium High

Top Failure Risks for Conga Grid

Vendor Profile Details

Company Name Conga
Company Website https://conga.com
HQ Location 390 Interlocken Crescent, Broomfield, CO 80021, US
Employees 51-100
Social
Financials Private