Conga Grid

We recently purchased Conga Grid and have begun exploring the possibilities of increasing workflow efficiencies. For example, when we receive payments from Claims Co Op Billing, we can easily mark multiple payments as received in the Grid view instead of clicking around from layout to layout. Huge time saver.

If a user has to perform a specific update over many records, don't use a List view... use Grid. It allows users to quickly track their work, set additional formatting preferences and avoid constantly tracking work outside of Salesforce which leads data discrepencies and errors.

I use Conga Grid for complex business cases for inline editing for both my end user and myself within Salesforce. I use them for audits, checking data accuracy and aligning fields within my tool. Using grids has cut down the time it takes me for these activities by at least if not ore than half. It’s a wonderful tool which is a great add to native tools.

I utilize Conga Grid to help me audit fields that are manually filled in to assure all fields align and are standardized.

We use Conga Grid for our quality control process to ensure we have accurate meta data information on our agreement records. We do periodic updates to correct issues identified in the manual drafting process

It empowers business users to make changes that would typically require IT resources

Generally trying to keep users out of excel/sheets and using Salesforce data directly. Users are able to make targeted mass updates in Salesforce without admin help.

It's ideal where different personas are able to have an app configured so they can manage their data and make updates quickly

We implemented CongaGrid for all our Sales, Sales Operations, Sales Training, and Customer Implementation and Training users. This is approximately 1/2 of our user base. CongaGrid allows us to provide rapid access to cross object data with inline editing and mass editing/updating. We use it extensively for data hygiene and have incorporated it into multiple sales processes.

CongaGrid is well suited to any data hygiene application as you can review, filter, select and apply changes across multiple fields. It is also well suited to any process where a user wishes to view data, then take action on one or multiple records within the list. It alleviates the need to set up custom report types, as cross-object filtering and reporting can be done through CongaGrid. Anything that you might wish to do using a spreadsheet with macros & cell or row or column formatting can be done in Salesforce using CongaGrid. For simple analysis of data, Salesforce reports and dashboards are usually more effective with abilities to chart data.

Conga ActionGrid is being used by our organization by a team of Account Managers, Recruiters and Recruiting Coordinators to match our candidates to jobs that might be a good fit. We then use it to generate a packet for each candidate that highlights their experience. This helps us manage our large candidate pool.

Overall, I enjoy using Conga ActionGrid. It helps us store our large candidate pool, while continuously adding more candidates every day. With a quick search we are able to find these candidates and then match them to a job that they might be a good fit for. After we create a packet for them to present to hiring managers.

We use ActionGrid as a means to source candidates for roles we are recruiting for. It helps us search by several qualifying factors/labels, as well as by radius, location, etc.

ActionGrid works well for recruiter sourcing of very specific candidates. It is not the most effective tool for sourcing of a more complex type of profile. It does not allow for booleans and becomes slower when looking at large candidate pools.

It is being used in our organization for recruiting purposes. We use it to target candidates by locations, salaries, and job titles etc.

We use ActionGrid as an ATS. It organizes our database of 65,000+ candidates and allows us to sort and filter down our results to find the perfect match. It allows us to have an organized view of all of our candidates.

It is perfect when sourcing through our system to find qualified candidates.

We use it to filter candidates and jobs to find the most accurate item. The whole organization uses it. It can be slow to use at times.

Solid program to use and find it useful, just slow at times.