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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

GridTracks serves as the final product derived from a GridControls configuration, functioning as the user portal that all internal users and integrated clients/vendors interact with on a daily basis. The architecture of OrangeGrid, characterized by its parent/child structure, is specifically designed to facilitate the seamless consolidation and layering of various macro business processes. This design leads to enhanced efficiency, visibility, and accessibility of vital data and operational processes in real-time. To create a workflow solution that caters to intricate processes, we opted for a straightforward approach to both concept and functionality. This design simplicity not only simplifies configuration but also embodies the idea that complicated issues do not necessarily require convoluted solutions. In the realm of business, workflows play a crucial role in breaking down lengthy, complex, and disparate elements of a single overarching process. Moreover, workflows are indispensable for driving significant and meaningful process enhancements by enabling the isolation of distinct components. By promoting clarity and focus, they ultimately contribute to a more streamlined operational environment.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Dynamics 365 Yes 
Microsoft Teams Yes 
Salesforce Yes 
Slack Yes 

Integrations

Microsoft Dynamics 365 No 
Microsoft Teams No 
Salesforce No 
Slack No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Conga

Founded

2006

Country

United States

Website

conga.com/products/business-process-automation/conga-grid

Vendor Details

Company Name

OrangeGrid

Founded

2014

Country

United States

Website

www.orangegrid.com

Product Features

Sales Analytics

Collaboration Tools No 
Dashboards No 
Forecasting Analytics No 
Ideal Customer Profile (ICP) No 
Lead Analytics No 
Pipeline Management No 
Predictive Forecasting No 
Predictive Lead Scoring No 
Sales Intelligence Reporting No 

Product Features

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor Yes 
Mobile Access Yes 
No-Code No 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

Alternatives

Alternatives

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