Give your business a more productive workforce and create the data insights that drive business growth. A data management solution, Conga ActionGrid provides dynamic views so users can see and act on all relevant data from a single screen. Eliminate the need to click through various records or update permissions one by one.
Empower your users to act fast on Salesforce data. Give them time back while promoting adoption and fixing the problem of missing or incomplete records.
- Make Salesforce users more productive
- Increase Salesforce value for users and Admins with a single solution
- Uncover account insights to move business forward faster
- Quickly find and address data hygiene concerns in your Salesforce
- Reduce time wasted clicking through records unnecessarily
- Create data visibility to better manage pipeline and gain system-wide insights
“You must install this now—it will change your Salesforce life. This app will solve problems you didn’t even know you had.
… There is no other app we have installed that compares to this. It will simplify the life of every one of your users. If you haven’t
already installed this app, you’re letting your
Brayden Smith, Director of Internal Systems, Ncontracts
Implement in seconds with a pre-built, use case-specific grid, or create your own. ActionGrid Quick-Start Grids were specifically designed to address the everyday challenges faced by sales, Case Management, Executive Pipeline Management and Salesforce Administrators. Our use case-specific grids provide a focused solution out of the box that has an immediate impact on your business.
|ActionGrid for Sales||ActionGrid for Case Management||ActionGrid for Pipeline Management||ActionGrid for Salesforce Admins|
|Display multiple levels of information on a single view||Sort and filter by priority and due dates for fast action on cases||View results based on region, product line, revenue and more from a single screen||Add information in bulk; copy and paste from a spreadsheet into Conga ActionGrid|
|Cut common actions. Go from 6 clicks through a sales flow to all actions on 1 screen||Use Chatter or in-line email to follow up on support tickets||Determine gaps in plan at a glance||Create user-based controls and permissions to maintain security|
|Batch add tasks||See and update all relevant information from a single screen||Create custom views to drill into pipeline specifics||Mass update and change records from a single pane|
|View actionable dashboards directly for increased forecast accuracy||View and assign or reassign Opportunities in batch||Increase confidence in sales forecasts||Find and replace user names in an instant|
|Batch edit profiles and user information|