GridBuddy Connect, from Validity, is a data productivity platform that keeps teams more focused on growing the business rather than updating data.
GridBuddy Connect combines data from separate systems into an editable, spreadsheet-simple view. Users finally have all insights they need in one place, and they can engage confidently using the right data.
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Troops
Score 9.0 out of 10
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Troops is a sales pipeline tool that uses artificial intelligence to enable users to configure Salesforce reports, set up notifications and alerts, and search for and edit Salesforce records from within Slack. Examples of companies using Troops include Square, Flexport, Looker, InVision, and HubSpot.
GridBuddy is a very good tool for allowing users to work with multiple records simultaneously and saves a great deal of time for staff who have to view and edit multiple similar records. We have used it very happily for a number of years at our nonprofit organization. I would rate it more highly than 7 except for the fact that GridBuddy was acquired by a larger software company and the pricing has been raised significantly. It used to be a very affordable solution for small and mid-sized nonprofit organizations but it is now much harder for organizations in this market to afford the product.
Layered Reporting: The ability to bring in data from 3 objects, unlike Salesforce reports.
Mass Edit: In comparison to inline editing, it allows the ability to create multiple views, personalized layouts, and again seeing, more than one object at a time.
Workspaces: Ability to create a space with all the important grids a user needs.
We have used GridBuddy with both Salesforce and SAP C4C. We didn't have any problems when it was synced to Salesforce, but when synced to SAP C4C we have had a few problems, which makes me think the integration with it isn't as mature. See subsequent points with details.
When synced with SAP C4C, we are unable to use multi-level sorting on custom fields. Multi-level sorting is apparently only functional on standard C4C fields.
Our current instance of GridBuddy synced with C4C has been stuck in a metadata refresh for four weeks, so we can't use new C4C fields until this is resolved.
Support has been slow and not too impressive at least since using GridBuddy with C4C. It took a couple of months to finally diagnose the issue with multi-level sorting with different employees giving us different answers and eventually they told us the sorting wasn't working with C4C custom fields. It has been over three weeks since we reported that our metadata refresh was stuck and other than an acknowledgment that our issue had been forwarded to the product team, I have had no updates.
One thing I would like is more customization regarding the notifications I receive. Letting a user make edits to the certain notifications they get could be nice.
Troops opens a new tab/browser every time I click on a new lead. It makes things difficult to organize with multiple tabs open.
- Easy of use - Visual nature of using the product (as compared to Dataloader) - Quickness of making changes/updates/edits to long lists of records, live and real-time
- Ease of use - Real-time and visible nature of making mass changes - Ease of setting up a Grid - Ease of filtering the Grid to see the records that I need to change
GridBuddy has allowed us to make more outbound calls and handle more concurrent tasks that using Salesforce alone would have allowed. Considering the costs of Salesforce, the small additional expense is well justified under the correct circumstances. We were very disappointed with the vanilla Salesforce UI. GridBuddy means that we actually engage with salesforce now.
