Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Quickly identify which team members are assigned to specific tasks and track the outstanding assignments for everyone. This comprehensive project management tool offers features such as budgeting, customer management, task templates, hourly rate tracking, file organization, and much more. All recorded working hours can be assessed through TeamGrid Business Analytics, providing an ideal foundation for invoicing. Consolidate all client information in a single location to enhance your operational efficiency. Integrate your sipgate telephony with TeamGrid to make calls, take notes on conversations, analyze the duration of customer calls, and charge for phone time. Establish user roles to control access to various functions and content. Customize input fields for contacts, projects, and tasks to systematically store vital information within TeamGrid. Additionally, you can create personalized views for your tasks and bookmark them for immediate access, streamlining your workflow even further. By optimizing these processes, you can ensure your team remains focused and productive.
API Access
Has API
No
API Access
Has API
No
Integrations
Slack
Yes
Memtime
No
Microsoft Dynamics 365
Yes
Microsoft Teams
Yes
Salesforce
Yes
Stackreaction
No
Integrations
Slack
Yes
Memtime
Yes
Microsoft Dynamics 365
No
Microsoft Teams
No
Salesforce
No
Stackreaction
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$6.33 per user per month
Free Trial
Yes
Free Version
Yes
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
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Conga
Founded
2006
Country
United States
Website
conga.com/products/business-process-automation/conga-grid
Vendor Details
Company Name
TeamGrid
Country
Germany
Website
teamgrid.app/
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
Project Management
Agile Methodologies
Yes
Budget Management
Yes
Client Portal
Yes
Collaboration Tools
Yes
Cost-to-Completion Tracking
Yes
Customizable Templates
Yes
Gantt Charts
Yes
Idea Management
Yes
Kanban Board
Yes
Milestone Tracking
Yes
Portfolio Management
No
Resource Management
No
Time & Expense Tracking
Yes
Traditional Methodologies
Yes