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Conga Grid description
Conga Grid is a Salesforce-based tool designed to improve data management and productivity. It allows you to view and manage data from different areas in one place, saving time and reducing errors. You can perform bulk edits, track workflows, and get a complete view of your sales data. Pre-built templates make it easy to start using Conga Grid immediately. This tool is particularly useful for sales teams and anyone working extensively with Salesforce data.
Who is Conga Grid best for
Conga Grid helps small and mid-sized businesses, especially in finance, IT, and professional services, efficiently manage Salesforce data. Users praise its bulk editing, dynamic filtering, and spreadsheet-like views, simplifying complex data manipulation. However, some have noted slow loading times and a complex setup. If your team needs an efficient way to view and manage Salesforce data, Conga Grid could be a valuable tool.
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Best fit for small to mid-sized businesses needing streamlined Salesforce data management.
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Ideal for Finance, Software/IT, and Professional Services, with potential benefits for Healthcare, Education, and others.
Conga Grid features
Supported Conga Grid allows inline editing, similar to a spreadsheet. |
Supported Conga Grid enables viewing data across different Salesforce objects in one place. |
Supported Conga Grid uses conditional formatting to draw attention to specific data. |
Supported Conga Grid supports grouping and calculating subtotals. |
Supported Conga Grid allows for batch updates of records. |
Supported Conga Grid supports filtering and sorting of data. |
Supported Conga Grid facilitates viewing and editing related records within the same interface. |
Conga Grid reviews
We've summarised 57 Conga Grid reviews (Conga Grid G2 reviews) and summarised the main points below.
- Easy and efficient mass updating and bulk edits of records, saving time and clicks.
- Dynamic filtering and sorting options, enabling efficient data management within Salesforce.
- Spreadsheet-like view of data across multiple Salesforce objects, including parent-child relationships.
- Conditional formatting to highlight specific data points and inconsistencies.
- Useful integrations with other Conga Suite products, such as Conga Sign and Contracts.
- Slow loading times, especially with many records or complex filters.
- Difficult setup and customization, requiring technical expertise.
- Limited mobile experience, with scalability issues on smaller screens.
- Lack of advanced features, like look-up search within grids and header-level information in custom grids.
- Occasional bugs and loading errors, impacting workflow
Conga Grid pricing
The commentary is based on 1 reviews from Conga Grid G2 reviews.
Conga Grid offers customized pricing based on individual business needs. They prioritize business needs, commitment to partnership, flexibility, budget alignment, competitive pricing, and transparency.
See the Conga Grid pricing page.
Conga Grid alternatives
Salesforce Sales CloudStreamlines sales, manages contacts, boosts productivity, closes deals.Read more
Agiloft Contract Management SuiteAutomate and streamline contract lifecycle management, no-code customization.Read more
Conga Grid FAQ
Conga Grid, a Salesforce-native data management tool, streamlines data manipulation with bulk edits, dynamic filtering, and a spreadsheet-like interface. It simplifies workflows and offers a comprehensive view of sales data, boosting productivity for sales teams working within Salesforce.
What is Conga Grid and what does Conga Grid do?
Conga Grid, a Salesforce-native data management tool, streamlines data manipulation with bulk edits, dynamic filtering, and a spreadsheet-like interface. It simplifies workflows and offers a comprehensive view of sales data, boosting productivity for sales teams working within Salesforce.
Conga Grid seamlessly integrates with Salesforce, allowing for efficient data synchronization and management. It works well with other Conga Suite products, such as Conga Sign and Contracts, further enhancing its capabilities.
How does Conga Grid integrate with other tools?
Conga Grid seamlessly integrates with Salesforce, allowing for efficient data synchronization and management. It works well with other Conga Suite products, such as Conga Sign and Contracts, further enhancing its capabilities.
Conga Grid competes with other Salesforce-native tools like Sweep and Hubbl Diagnostics. Alternatives for sales engagement include Groove and HubSpot Sales Hub. For broader sales intelligence, ZoomInfo Sales and Aviso are also competitors.
What the main competitors of Conga Grid?
Conga Grid competes with other Salesforce-native tools like Sweep and Hubbl Diagnostics. Alternatives for sales engagement include Groove and HubSpot Sales Hub. For broader sales intelligence, ZoomInfo Sales and Aviso are also competitors.
Yes, Conga Grid is a legitimate Salesforce-based data management tool. It's known for easy bulk edits and dynamic filtering, but some users report slow loading times and a difficult setup. So, while safe, consider if its strengths outweigh its weaknesses for your needs.
Is Conga Grid legit?
Yes, Conga Grid is a legitimate Salesforce-based data management tool. It's known for easy bulk edits and dynamic filtering, but some users report slow loading times and a difficult setup. So, while safe, consider if its strengths outweigh its weaknesses for your needs.
I couldn't find pricing details for Conga Grid. For the most current pricing information, it's best to contact Conga Grid directly or visit their official website.
How much does Conga Grid cost?
I couldn't find pricing details for Conga Grid. For the most current pricing information, it's best to contact Conga Grid directly or visit their official website.
Conga Grid users appreciate its ability to facilitate quick data updates and efficient edits within Salesforce. However, some have noted difficulties with the initial setup and occasional bugs.
Is Conga Grid customer service good?
Conga Grid users appreciate its ability to facilitate quick data updates and efficient edits within Salesforce. However, some have noted difficulties with the initial setup and occasional bugs.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.
An AI tool that observes your work, finds inefficiencies, and suggests smarter ways to do things. Maybe you can use your tools better, automate tasks, or switch software.