Conga Grid Reviews & Product Details

Conga Grid Overview

What is Conga Grid?

Conga Grid gives your business a more productive workforce and creates data insights that drive growth. Conga Grid gives you a dynamic view of your Salesforce data. View, filter, and act on all relevant data from a single screen. Save time, clicks, and achieve cleaner data.

Conga Grid Details
Website
Languages Supported
English
Product Description

Conga Grid is a salesforce data management solution.

How do you position yourself against your competitors?

Conga Grid allows you to batch edit and mass update records and navigate across multiple objects and edit records in one actionable view. You can set up the application to drive attention to key data with conditional formatting. Preview tasks, records, edit long text fields and edit related lists from the Reading Pane.

Managers can request actions on fields in columns that notify a user of activities and actionable items in your Grid and communicate via Salesforce Chatter.

The main differentiation points are centered around the combination of Data Visibility, Custom Actions, Request Actions, and Conditional Formatting. Some competitors have aspects that address all of these (minus Request Action), but the combination of all of these, paired with the ease of setup and security, make for a product that can meet any customer need.


Seller Details
Seller
Conga
Company Website
Phone
(303) 465-1616
Year Founded
2006
HQ Location
Broomfield, CO
Twitter
@getconga
2,933 Twitter followers
LinkedIn® Page
www.linkedin.com
828 employees on LinkedIn®
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Conga Grid Screenshots

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Conga Grid Reviews

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Head of Marketing Department
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

1) Conga enables recruiters to manage candidates within a certain geographical area.

2) You can compare multiple fields of multiple candidates at once. For example, you can compare the expected salary, recent educational qualification, experience history, etc of two or more candidates at once.

3) Conga helps you rank candidates based on their merits. You have various parameters that you can include and sort them out based on their experience, salaries, etc.

4) Talent acquisition has never been easier with Conga. Needless to say, it can help you take informed decisions, test and qualify potential candidates and basically just adopt an organized approach to recruitment.

5) Conga works great when you are looking for a specific quality or skill that is required for a potential candidate to have. Now, whether you are looking at hiring developers who can code in a particular language like Joomla, a Project Manager who specifically has a PMP certification, a Marketing Manager who has specific Google or LinkedIn certifications, a sales representative who knows how to operate a certain CRM software that your organization has chosen, etc, Conga helps you find and match the perfect job with the perfect candidate.

6) You can even sort the jobs that are relevant and ignore the ones that aren't.

7) Candidate information can be saved.

8) Conga lets you easily mass update all the leads at one go!

9) For those who are working on a list of records, Conga has a reading pane functionality that can help you save a lot of time. Review collected by and hosted on G2.com.

What do you dislike?

1) Conga starts to lag a bit when you are processing high volumes, specifically the Action Grid.

2) It gets even slower when add more columns and filters.

However, these don't really matter because our system has quite a substantial amount of data within it. I don't have any problem with regard to the accuracy and other attributes of Conga. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

If you handle large volumes of data, you can expect a slow and laggy Conga. But you're not going to regret using it. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

1) Matching the perfect candidate with the perfect job.

2) Filtering and sorting candidates.

3) Have an organized view of all potential candidates in the pool.

4) Use Action Grid to accurately source the candidates that are the need of the hour.

5) Since we are a HRM Software Software company, we use it for our organization as well as assist other organizations that use our software :D Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 Gives Campaign
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

Conga Grid allows something very fundamental that many struggle with. It allows you to view details of multiple levels of records (Ex Parent, Child, Grandchild) in one screen in an Excel like format. This saves tons of time, effot and confusion switching between screens to see and change this information within Salesforce. Review collected by and hosted on G2.com.

What do you dislike?

I don't have any issues with this product Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

The ability to see and change multiple levels of data within Salesforce in one place. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 Gives Campaign
What do you like best?

You can have a spreadsheet type view of your data and do mass updates, including deletes and new records. You can see your related records and custom objects. Review collected by and hosted on G2.com.

What do you dislike?

A bit of a earning curve to set it up but once setup you are good. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Data updates for pricing and fee rates are easy. Also use conditional formatting to highlight out of range data points. Review collected by and hosted on G2.com.

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AT
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 Gives Campaign
What do you like best?

i like that users can create their own editable spreadsheets with whatever columns they want and that it has the ability to update parent record fields as if they were on the record itself Review collected by and hosted on G2.com.

What do you dislike?

It takes a while to load. Kinda clunky interface Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Its a great self-service tool for users Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

My boss wants to be able to edit child records of a parent in a spreadsheet style and i dont have to make skuid pages and keep adjusting the fields on that i can just give her a grid license Review collected by and hosted on G2.com.

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Vice President Business Operations
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 Gives Campaign
What do you like best?

Formula and sorting capabilities. Easy to use. Users can customize to their liking Review collected by and hosted on G2.com.

What do you dislike?

I haven't used it very long but so far I can find no downside Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Use support and Conga University Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Time of exporting data from Salesforce and manipulating it with calculations Review collected by and hosted on G2.com.

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Salesforce Consultant
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 Gives Campaign
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

Easy to use and can accomplish my tasks very easy. Review collected by and hosted on G2.com.

What do you dislike?

I wish you could customize it a bit more Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Project management. Managing tasks and completing them faster with the 'actionable grid' Review collected by and hosted on G2.com.

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Project Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 Gives Campaign
What do you like best?

Can show different level objects info on the same screen. Review collected by and hosted on G2.com.

What do you dislike?

Need a big screen to show. Not everyone has a big screen. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Show multiple objects fields on the screen. Review collected by and hosted on G2.com.

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AP
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 Gives Campaign
What do you like best?

It's great to have an editable and dynamic options for showing related objects. The grouping and mass update options are extremely useful for us. Review collected by and hosted on G2.com.

What do you dislike?

It takes some time to get familiar with the features and how to integrate with your objects. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are making tracking project management steps and updates much easier for our users. Review collected by and hosted on G2.com.

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AC
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from the seller
What do you like best?

The mass update. People wants to change stuff all at once. Review collected by and hosted on G2.com.

What do you dislike?

Coding is required to advanced work, in order to increase usage and productivity, I hope there is more user friendly interface Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Because we’re heavily using excel, grid help us to see Salesforce little look alike excel Review collected by and hosted on G2.com.

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EA
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 Gives Campaign
What do you like best?

I can control my workflow dynamics and work in one system. Review collected by and hosted on G2.com.

What do you dislike?

There is nothing I don't like about Conga grid Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Yes Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Billing , AR, emailing Review collected by and hosted on G2.com.

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Information Support Analyst
Education Management
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

The best thing about doing data cleanup/maintenance with ActionGrid is that I don't have to mess with the whole Export/Fix/Import/Hope-nothing-changed-in-the-meantime scenario. I can make changes in place, and do it in batch based on criteria I set. I can even review changes before they are applied. Full record locking, field-level-security, record visibility rules...all are respected. I can even update records based on criteria from related records (where there is a master/detail relationship) Review collected by and hosted on G2.com.

What do you dislike?

It would be nice if I could set update criteria based on related objects with a lookup relationship. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

If you're in the data at all, it will save you a lot of time and headaches. I haven't fully explored the other features, but the ActionGrid Explorer was reason enough to purchase and get excited about the product. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Cleanup/standardizing of data, backfill of missing data, bulk updates, simplified data entry. Review collected by and hosted on G2.com.

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Senior Tech CSM
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

Grid is very efficient at displaying lots of data on a screen, with drill up and drill down, mass update, multi tabbed presentation, and it even does your laundry! The configuration within this tool is comprehensive and very well laid out in an interface that actually uses Grid to maintain itself. You can embed VF pages wigs no tabs of a reading pane, making it versatile with other apps. Must have. Review collected by and hosted on G2.com.

What do you dislike?

Pay attention to security, which is comprehensive but needs to be understood Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Browsing lots of data, embedding grids into page payouts Review collected by and hosted on G2.com.

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Salesforce Coordinator
Non-Profit Organization Management
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

Amazing ease of updating mass records instantly. Allows great customisation with a variety of functions. Being able to instantly spot gaps in data and immediately update them is powerful. Review collected by and hosted on G2.com.

What do you dislike?

Can't search for look-ups which I find a very big weakness for our organisation. I find it crashes quite often or sometimes doesn't load up at all for users. It is very temperamental. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Possibly, I would suggest trailing it first to make sure that they do not have some of the issues that we had. It is possible that our system is quite unique and I wouldn't expect many others to have the same issues. The potential for this is huge so shouldn't be ruled out. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Filling out missing data to help our organisation achieve its KPI's. Review collected by and hosted on G2.com.

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Business Analyst, Salesforce Admin
Information Technology and Services
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from the seller
What do you like best?

With Conga Grid, we were able to create multiple grids for user change and input to be able to quickly staff projects and input portfolio information without having us as admins do batch uploads for users. They are also able to edit things like this very quickly using Grid and don't have to go into individual records especially in situations where they need 100s of records changed. Review collected by and hosted on G2.com.

What do you dislike?

As an admin, it was initially hard to get used to grid. There is a lot of security that we had to put behind fields that are not editable in SF to make sure we get the same restrictions from Grid. We had training from Conga, but there wasn't a lot of self-reference guides to answer questions. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Staffing, Portfolio Updates are our two biggest business problems that we use Grid for. Its a great tool for users. Review collected by and hosted on G2.com.

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Software integration engineer
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from the seller
What do you like best?

We routinely find that our admins, sales managers and even office staff spend a lot of time cleaning up data that was messily inputted buy sales team members. Grid makes it much much easier to mass edit all in one place Review collected by and hosted on G2.com.

What do you dislike?

It is one more product you have to pay for and arguably something Salesforce should have five a better job themselves since it's so expensive! Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

The time managers spend cleaning up records has gone down drastically Review collected by and hosted on G2.com.

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Consultant
Information Technology and Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

Conga Grid is easy to set up. It's easy to update mass records quickly and allows customizations of functions to be made for each client I've helped install it for. It's easy to spot gaps in data and update them quickly. The clients I have implemented this for have loved the level of visibility it allows. Review collected by and hosted on G2.com.

What do you dislike?

The saving feature does not auto-update a record - it requires a page refresh. It seems to be temperamental in its loading and crashing. It doesn't always fit well on a mobile screen (poor scalablity?) Review collected by and hosted on G2.com.

Recommendations to others considering the product:

This product can save you a lot of time when looking at your data. I am not 100% familiar with all the functions but have been favorably impressed with it so far. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Mass-updating of records at one time, from one screen. Standardization of data and simplified data entry. Review collected by and hosted on G2.com.

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Solutions Architect
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from the seller
What do you like best?

The ability to consolidate functionality onto one page. You can combine more than 1 object onto a single grid or have a multi-tab grid which can be different objects that may serve the same business purpose. The original intent of going with ActionGrid was to replace functionality that users are accustomed to in Excel. The Product has met and exceeded expectations in what we wanted it and needed it to do. Review collected by and hosted on G2.com.

What do you dislike?

You still can't edit records of multiple record types. This is an SF limitation but I had hoped there would be a way around that using the tool. We currently separate grids with a grouping for record type to work around this. It can also be a little quirky to get column sizing just right because all screen sizes are different and the system doesn't want white space so you may adjust a column and then the system will change it. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Test it out before purchasing. I was leaning towards a different product but after demoing both, ActionGrid won out in its functionality. It's also an added bonus that Conga offers additional products for future needs and growth. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We initially went with ActionGrid to replace Excel sheets that were used to run the business. The tool looks similar to Excel in its rows of data and it also allows conditional formatting which was huge for us.

Since implementing, we've been able to get rid of Excel sheets and see improved efficiencies. Review collected by and hosted on G2.com.

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Project Manager / Business Analyst / Internal Consultant
Financial Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

In-line editing makes it incredibly easy for people who like excel to get the most out of Salesforce. The conditional formatting makes it easy for Admins like myself to highlight inconsistencies in the data or incorrect/incomplete data. Review collected by and hosted on G2.com.

What do you dislike?

Some of the customization is hard to do outside of actually digging in to the visualforce code. Creating the grid is very easy; editing can be more cumbersome. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We have realized the benefit of shrinking the page layouts in Salesforce by utilizing the embedded grid tabbed view. We have also been able to filter separate activity types into different tabs so that meetings can be separated from emails, etc. Review collected by and hosted on G2.com.

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Sr Project Manager
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

Conga Grid allows the user to set up conditional formatting which quickly alerts the end user to check only the fields that need attention. And users are able to quickly update those fields so data stays clean. Review collected by and hosted on G2.com.

What do you dislike?

I would like the ability to edit the tab names in the reading tab. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Great for doing mass updates and adding conditional formatting to the data Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We were able to solve the issue of getting cleaner data by quickly alerting the end users when data didn't fell outside the parameters. This has helped with our analytics in running our business. Review collected by and hosted on G2.com.

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Database Administrator / Client Relationship Manager
Non-Profit Organization Management
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from the seller
What do you like best?

Being able to join across related objects and various levels of depth in a grid where the data is editable. Review collected by and hosted on G2.com.

What do you dislike?

I feel that managing views could be improved upon and also some aspects of the grid user interface - such as the view selector drop down should be more configurable in terms of width and # of rows. But overall benefits FAR out weigh these. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

it adds so much to what you can do with salesforce in terms of interacting with the data and the objects. Also, by using it you wind up knowing a lot more about the org. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I manage my Tasks relative to the object records they are concerned with. I'm able to update tasks and edit data related to that task in the object itself. Review collected by and hosted on G2.com.

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Salesforce Consultant
Information Technology and Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from the seller
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

Conga Grid is easy to set up and can be very customizable. I helped implement CongaGrid for a client who was using it as a temporary solution to add Quote Line Items. They ended up loving the tool so much they found other places where they could utilize it. Review collected by and hosted on G2.com.

What do you dislike?

My one dislike of CongaGrid is the saving feature. It doesn't automatically update a record and requires a page refresh for the data to be shown. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

There are numerous business problems that can be solved with CongaGrid. One that stood out to me is updating records. You can update numerous records from one screen, saving a great deal of time, an extremely useful feature. Review collected by and hosted on G2.com.

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Lead Support Software Engineer
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from the seller
What do you like best?

1) Bulk update feature to update assets in a single click.

2) Conditional formatting to uncover insights hidden in your data. Review collected by and hosted on G2.com.

What do you dislike?

Nothing. All features meet our user needs. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Reduced the amount of time to do data management tasks which used to take hours before. Review collected by and hosted on G2.com.

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Vice President - Central & West, Local Client Solutions
Hospital & Health Care
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

Using the sort, filter, and conditional formatting solves the need for those people who insist on working in spreadsheets. Could not have this level of visibility into our business and date before we implemented the solution. Review collected by and hosted on G2.com.

What do you dislike?

Certain limitations within the options and set up that are "all or none". Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Previously we couldn't see list views and data across objects easily, the managers and executives have a much clearer picture of their business units and up-to-date info from the grid instead of dated reports. Review collected by and hosted on G2.com.

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Managing Partner
Financial Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

Action Grid is my primary view for SalesForce. I typically address groups of prospects thus Action Grid is perfect. Review collected by and hosted on G2.com.

What do you dislike?

Too complex to change the Action Grid view. Requires HTML. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Make easier to make and improve Views Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Speed in processing contacts. Allows more closer and complete connections with prospects. Should be a standard SalesForce feature. Review collected by and hosted on G2.com.

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AI
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

Ability to more closely manage our leads and sales process Review collected by and hosted on G2.com.

What do you dislike?

Nothing - it’s terrific. I’ve just begun using the product but so far so good. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are early in the game but information is power and I look forward to improving our processes daily with this tool. Review collected by and hosted on G2.com.

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