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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

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 

Screenshots View All

Screenshots View All

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 

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