Conga Grid vs. Logi Symphony

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.

Incentivized

Considering it's price point in the market, Dundas BI offers a lot of functionality. They are constantly adding features and bug fixes which is great, but also means there are always updates to take if you want everything to work as expected. The standard user interface is pretty easy to understand, but it takes a while for developers and power users to become independent of documentation.

Incentivized

• Allows recruiters to service candidates within a radius of a desired city/location
• Allows recruiters to see multiple fields/information on multiple candidates at once
• Allows for easier ranking/sorting by salary, years of experience, etc

Incentivized

• Project organization from Development to Production, you get a production and development license but I think the best way to do it is with DEV and Prod project in the Production box. Use the development box for testing updates and really crazy things. With the Dev and Prod projects on the same box, you just publish from Dev to Prod and you are done. Users only have access to the Prod projects so no one can mess up what you are working on.
• Security - If you have a hierarchy (subsidiaries, divisions, department, teams) and you want each group to see only their data, then Security hierarchies are for you!
• Dependent filters! What's this you ask? Here is an example of how it can be used, in your company you have departments and who works for what department is in your database. You make a dashboard that has a department filter (only show these departments), a managers filter, and employee filter. Not every manager or employee is in multiple departments usually only one. With dependent filters you can say that the manager and employee filter are dependent on what is selected in the departments filter so when you go to filter them they only show the managers or employees that are part of that department, and you can even it do so employees are not only dependent on department but on manager as well. Then it gets even better as it can be done in reverse as well so when you select a manager then go to the department it only shows the departments he works for (there are better situations where this is more useful).
• It is scriptable! From calculate columns, null replacements, button actions, load actions, hover over events there a way to do what you want.
• They are constantly improving and listens to your suggestions.

Incentivized

• Sometimes Conga goes slower when using it at a high volume
• Being able to pull more data through LinkedIn and Indeed
• Job match function

Incentivized

• Not too many cons for how we use the application. It really is easy and powerful. Very powerful.
• Licensing is one thing that could be looked into. It is simple, but a little confusing. For example, if I get a license today, but a new release comes out tomorrow, it seems that the license doesn't work with the new release. Maybe that is by design, but it would be nice to clearly understand.

It could be easier to create views or there could be additional training with step by step examples in conga community

Incentivized

We are still in the implementation phase, but so far we are finding it to be easy to use and learn. The eLearning courses that they have made available for free, as well as User Forums and other training videos have made even difficult concepts easier to understand.

In general, Conga is a strong company with a depth of talent in its support team. However, when new releases occur, the changes can be somewhat jarring to users as the interface does not offer the ability to hide or show messages related to the changes - all users get the same messaging from Conga around changes to their tool.

Incentivized

We have bi-weekly calls with our Success Manager, as well as access to support as needed. Any question that I have had, multiple people have been willing and able to jump on a call to talk me through it, or send an email with the solution

Providing that you have the client's needs well known, creating BI content using Dundas BI is a walk in the park!

CongaGrid is native to Salesforce and takes advantage of the Salesforce Lightning experience to provide a strong, full-featured solution for cross-object data access and manipulation. The upgrades are seamless, occurring without requiring administrator application of the changes. Embedding Excel-like functionality directly within Salesforce opens up a host of use cases for accessing and manipulating Salesforce data.

Incentivized

We have tested Tableau prior to Dundas BI and though Tableau is a great package in itself, Dundas BI is much more cost-effective for our needs and requirements and hence zeroed in on Dundas BI. We have also tried microstrategy but it has a very dated UI and doesn't suit our needs in today's more modern world

Incentivized

• It has benefited us positively, as I stated earlier- it allows us to filter down results of 65,000+ candidates to a search of 1-100 candidates.

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• Coming from an SQL based standard delivery model, Dundas BI has provided a fantastic rate of ROI.
• The preparation and delivery time has reduced from weeks to just a few hours.

Incentivized