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Description
Are you looking for an easier way to manage Salesforce data? Conga Grid allows you to quickly navigate, visualize and manage Salesforce data across multiple objects using a single grid. You'll always have the most up-to-date and clean data, which will result in happier customers and better documents. You can use your data to drive meaningful insights. Conga Grid simplifies workflow management with a 360-degree view on all your data. Conga Grid makes it easy to eliminate endless clicks. Conga Grid's inline edit allows you to avoid clicking through Salesforce records repeatedly to access data. Bulk edits can make data updates 50% faster and increase productivity by 10x. Conga products are purpose-built for seamless integration so that you can automate and streamline your commercial operations from beginning to end. All your Salesforce data can be merged.
Description
Having collaborated with numerous sales teams, we understand their requirements intimately. We gather essential sales metrics from platforms like Pipedrive, HubSpot, or Salesforce and present them in dynamic, user-friendly dashboards. Additionally, you can incorporate your own custom data fields from your CRM to enhance the standard data available. Dear Lucy consolidates the metrics you select into a single, straightforward view that is not only easy to navigate but also consistently updated and accessible. With Dear Lucy’s goal engine, you can set flexible sales targets and track your progress in real-time. The tool compares actual performance against these targets, displaying red and green indicators to clearly show where you stand relative to your goals. This feature allows for a quick and effective assessment of your team's performance. You can establish objectives for various metrics such as sales activities, revenue, offer base, hit rate, and even more tailored metrics. Furthermore, these targets can be customized for different levels including company-wide, team-specific, individual sales representatives, or by pipeline, providing a comprehensive approach to sales performance management.
API Access
Has API
API Access
Has API
Integrations
Salesforce
HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
Microsoft Teams
Pipedrive
SaaShop
Slack
Sympa
WeStrive
Integrations
Salesforce
HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
Microsoft Teams
Pipedrive
SaaShop
Slack
Sympa
WeStrive
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
€149 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Conga
Founded
2006
Country
United States
Website
conga.com/products/business-process-automation/conga-grid
Vendor Details
Company Name
Dear Lucy
Founded
2014
Country
Finland
Website
www.dearlucy.co/features
Product Features
Sales Analytics
Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting
Product Features
Sales Analytics
Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting
Sales Performance Management
Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management