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
API Access
Has API
Integrations
Slack
Memtime
Microsoft Dynamics 365
Microsoft Teams
Salesforce
Stackreaction
Integrations
Slack
Memtime
Microsoft Dynamics 365
Microsoft Teams
Salesforce
Stackreaction
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$6.33 per user 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
TeamGrid
Country
Germany
Website
www.teamgridapp.com
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
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies