Conga ActionGrid

(19)
4.6 out of 5 stars

Conga ActionGrid is a salesforce data management solution.

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Conga ActionGrid Reviews

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Showing 19 Conga ActionGrid reviews
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Conga ActionGrid review by Jack B.
Jack B.
Validated Reviewer
Verified Current User
Review Source

"ActionGrid - Our go-to app to supercharge our users"

What do you like best?

Ability to apply Excel-like functionality (especially the mass update, conditional color coding and real-time filtering) to any Salesforce list view or report. It makes cross-object inline editable lists possible.

What do you dislike?

We have experienced some issues with application updates being auto applied, which can cause confusion for our users when the interface changes. Minor change management issue, but better notice of updates with optionality to apply them would be a better practice.

Recommendations to others considering the product

Definitely worth considering if you are looking for inline editing within Salesforce.

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

We are using ActionGrid for more efficient lead management. The ability to create and display filtered lead lists, together with related lists in a reading pane, and then either mass update across multiple rows or open an on-the-fly defined subset of lead records, then List Browse through those records is a definite efficiency enhancer.

We also use ActionGrid for a weekly process where the Rep claims sales credit for various KPIs on their Opportunity based on submitted orders associated with those Opportunities. Another use is account and territory planning, aligning objectives with opportunities. In all cases, this allows us to combine cross-object data display with inline editing for significant efficiency improvements.

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Conga ActionGrid review by Jonathan S.
Jonathan S.
Validated Reviewer
Verified Current User
Review Source

"A simple tool that allows users to clean data and to do multiple actions on many records at once."

What do you like best?

I like that the tool allows users to do multiple actions on many records at once. Also it allows users to clean up data while remaining inside Salesforce.

What do you dislike?

Not even sample Grids for users. It would be great if they add more sample or complex grids for users to base theirs off of.

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

Data management and generating tasks and letters on multiple records at once.

What Sales Performance Management solution do you use?

Thanks for letting us know!
Conga ActionGrid review by Tara D.
Tara D.
Validated Reviewer
Verified Current User
Review Source

"Quick Edits - Easy Adoption Win!"

What do you like best?

Action Grid has been instrumental in user adoption for our Salesforce instance. Transitioning users who will only use the platform for specific actions is much easier when you can display data visually in a way they are used to, such as the Excel- like grid of Action Grid

What do you dislike?

There are a few bugs and features here and there after the last update to Salesforce but they have already started to address them in upcoming releases.

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

Adoption is the biggest piece for us as we’ve been able to provide more custom views as solutions to business process requirements.

Conga ActionGrid review by Laurie L.
Laurie L.
Validated Reviewer
Verified Current User
Review Source

"Conga ActionGrid"

What do you like best?

ActionGrid is a easy way to view related lists and edit fields

What do you dislike?

I haven't experienced any dislikes ... all my need are met

Recommendations to others considering the product

Support is awesome

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

We have many custom objects/related lists to the Quote level in SalesFocre. ActionGrid allows us to view the Quote level details and their related lists in one easy view. Data can be filtered, sorted and edited.

Conga ActionGrid review by Brandon S.
Brandon S.
Validated Reviewer
Verified Current User
Review Source

"Productivity is key"

What do you like best?

I love the way you can use this to to customize how you view and interact with your data

What do you dislike?

A faster, eaiser way to build the views would be great

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

We are using actiongrid to help our sales ops team to better manage our Salesforce data and sales rep interaction with that data.

Conga ActionGrid review by Internal Consultant in Airlines/Aviation
Internal Consultant in Airlines/Aviation
Validated Reviewer
Verified Current User
Review Source

"Action Grid is an amazing tool and increases productivity"

What do you like best?

I like that you can sort your data and quickly inline edit and even mass update/delete to perform clean ups.

What do you dislike?

There are some minor issues with the tool like browser compatibility, tags added to data when updating it from the action grid but Conga Action Grid quickly works on the issues when they are reported.

Recommendations to others considering the product

Great tool for looking at your data and performing updates efficiently.

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

Ability to see all the data on one screen, search and filter on them, being able to layer data using the Pane Views.

Conga ActionGrid review by George S.
George S.
Validated Reviewer
Verified Current User
Review Source

"ActionGrid brings the ease of spreadsheet into my Salesforce"

What do you like best?

inline editing and conditional formatting

What do you dislike?

The barrier of entry is hard because a minimum of 10 users required. You can mix this with other products (i.e. CongaMerge) but if you just want 1 user, it's not going to happen.

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

ActionGrid makes inline editing and mass replace easy.

Conga ActionGrid review by Beckie R.
Beckie R.
Validated Reviewer
Review Source

"Action grid—game changer!"

What do you like best?

We are here at Conga Connect in Las Vegas and have learned so much about action grid. This is what we are using to maximize efficiencies at LAM Technology. Excited to learn new ways to integrate action grid in our business.

What do you dislike?

Setting up custom templates was not super intuitive but easy to learn

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

We are highlighting workflow priorities and making sure the information in salesforce is clean and working for us.

Conga ActionGrid review by Jacquelynne  M.
Jacquelynne M.
Validated Reviewer
Review Source

"A solution to our Overuse of Excel"

What do you like best?

The possibilities that exist for our company to transfer our excel reports into the same platform as our reports.

What do you dislike?

That we are only at the beginning stages of possible implementation.

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

Solving hours wasted on weekly reporting in excel after exporting report numbers from Salesforce.

Conga ActionGrid review by Administrator in Staffing and Recruiting
Administrator in Staffing and Recruiting
Validated Reviewer
Verified Current User
Review Source

"Conga & Action Grid review"

What do you like best?

Conga allows to faster access to data and improves work flow processes

What do you dislike?

We rolled out a custom solution which has been fantastic, although we ran into some minor back end bugs which have been fixed with ease.

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

Access to data. Improve work flow processes. Reporting.

Conga ActionGrid review by Reba C.
Reba C.
Validated Reviewer
Review Source

"Users love Action Grid"

What do you like best?

Easy for Salesforce users to quickly filter Objects.

What do you dislike?

I have no dislikes of Action Grid - it works exactly as was stated.

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

Increases productivity by allowing users to set up views specific to their job function.

Conga ActionGrid review by Kyle R.
Kyle R.
Validated Reviewer
Review Source

"Recruiter reviewing Conga ActionGrid"

What do you like best?

I have never had an issue with it not working properly.

What do you dislike?

There is nothing that I dislike about this product

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

It allows us to place mulitple documents together with ease, which is incredibly helpful to avoid things going wrong.

Conga ActionGrid review by Administrator
Administrator
Validated Reviewer
Review Source

"Using Action Grid for Salesforce CPQ Admin Tasks"

What do you like best?

Action Grid is a great tool for quickly making updates to products, price book entries, price rules and product rules. The ability to quickly see all products in my catalog and make mass changes to price book entries has greatly decreased the time it takes to make updates in my Salesforce Org.

What do you dislike?

I do not like how you cannot add header level information to the grids you create (master object fields).

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

Admin work

Conga ActionGrid review by Lesley K.
Lesley K.
Validated Reviewer
Review Source

"ActionGrid is a Game Changer"

What do you like best?

Has allowed us to clean up massive amounts of data in Salesforce and indentify orders that need action to move forward.

What do you dislike?

Would have liked more Onboarding. Support team has been great.

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

Orders to billing

Conga ActionGrid review by Mary Jo S.
Mary Jo S.
Validated Reviewer
Review Source

"The power of Action Grid"

What do you like best?

Powerful tool. Solves the business problems around data management. Encourages complete and accurate data entry. Many uses.

What do you dislike?

Haven't found a dislike yet, it has worked for our needs.

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

Better, more accurate data

Conga ActionGrid review by Michael K.
Michael K.
Validated Reviewer
Review Source

"Solid recruiting platform"

What do you like best?

adaptability, can change to best view for individual experience

What do you dislike?

can be slow and laggy if too many filters or candidates showing up

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

great for identifying candidates in recruiting

Conga ActionGrid review by Administrator in Computer & Network Security
Administrator in Computer & Network Security
Validated Reviewer
Review Source

"Good to have tool for Salesforce!"

What do you like best?

It makes life easy for Salesforce users by giving the ability to edit multiple records in a single page and do filters on the records on the fly.

What do you dislike?

Price might be on high end since partially the options are ava available in Salesforce already.

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

Editing multiple records in a single page on the fly.

Conga ActionGrid review by Administrator in Oil & Energy
Administrator in Oil & Energy
Validated Reviewer
Review Source

"Action Grid"

What do you like best?

Ease of use and meets company need, the product really helps with mass updates to records

What do you dislike?

Set up can be a bit tedious and time consuming

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

Mass updating of multiple records

Conga ActionGrid review by Administrator in Research
Administrator in Research
Validated Reviewer
Review Source

"Game Changer "

What do you like best?

AG is a game changer for review and business decisions

What do you dislike?

the number of screens to be loaded could me more

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

inline edit

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