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GridBuddy Connect

Score8 out of 10

19 Reviews and Ratings

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What is GridBuddy Connect?

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.

Categories & Use Cases

Media

Conditional formatting
Forecasting
Connectors
Mass Update
Multi-object inline editing

1 / 5

Reviews

What users are saying about GridBuddy Connect.
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Make the complaining employees happy

Incentivized
STEPHANIE CANO
Salesforce Admin in Corporate at Automotive Training Institute (51-200 employees employees)

Pros

  • User friendly.
  • Pull multiple objects into one grid.
  • Layouts are seamless to work through.

Cons

  • Pulling unrelated objects has been a slight issue.
  • Related to fields are not as easy to lookup as Salesforce.

Return on Investment

  • Cuts job time in half.
  • Increase in productivity and satisfaction of our team.

Other Software Used

DemandTools, DupeCatcher

Our Best Data Entry Buddy is GridBuddy

Incentivized
Vibha RaviView profile
Salesforce Administrator in Information Technology at New Jersey Reentry Corporation (51-200 employees employees)

Pros

  • Easy to install and maintain
  • Good customer support in case we encounter any issues
  • Solves the issue of mundane data entry
  • Efficient and time saving

Cons

  • Does not support some web browsers
  • If Grid is not displayed, hard to troubleshoot
  • There could be room for improvement in using GridBuddy filters

Return on Investment

  • Improved productivity and efficiency of team
  • Reduced number of labor hours
  • Improvement in data capture method

Other Software Used

DocuSign, ADP DataCloud, PowerDialer for Salesforce, from XANT (formerly InsideSales.com)

GridBuddy is the reason we keep Salesforce around.

Bilal ComertpayView profile
Business Development Manager in Sales at 4Cabling (11-50 employees employees)

Pros

  • Reshapes the user Interface into an intuitive, clean, easy and thoughtful way, meaning Salesforce can be practically used for applications that (in my Opinion) salesforce was never designed for.
  • Mass updates are a God send, Leaving quick and meaningful notes, setting up meetings with clients or upcoming calls to maintain contact, all from the same screen without information overload... a real achievement.

Cons

  • GridBuddy seems to be a real solid solution for us. And although it's likely not suited to everyone, those who do a high volume of customer interaction will likely prefer the GridBuddy front end over the traditional page by page based Salesforce front end.

Return on Investment

  • 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.

GridBuddy has helped optimize our Sales teams and other partners like no other!

Incentivized
Nicole Kocemba
Sr Business Analyst at Houghton Mifflin Harcourt (501-1000 employees employees)

Pros

  • 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.

Cons

  • Within the workspaces /tabbed pages, I wish the pages would auto fit depending on the size of the screen vs having to choose a particular size. What happens is you end up with the DBL scroll and it can be annoying on a smaller screen.

Return on Investment

  • Increased employee satisfaction.
  • Increased productivity.
  • Time savings.
  • Solved problems we were having with other tools.
  • The tool is limitless.

GridBuddy Review

Incentivized
Kurt Thompson
Sales Operations Manager in Sales at Pivotree (201-500 employees employees)

Pros

  • Allows users to edit multiple opportunities or accounts in a single view at one time.
  • Integrates well with our CRMs and fills in gaps in functionality of our CRMs.
  • Allows secure access control for users to ensure they can only view or update CRM data we want them to have access to.
  • Easy administration of the tool.

Cons

  • 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.

Return on Investment

  • Our sales executives save a lot of time reviewing all opportunities in a single editable view.
  • Gridbuddy improves the functionality of our CRM by allowing us to edit multiple opportunities in one place.
  • It is generally faster and easier to build a report in GridBuddy than it is in SAP C4C.

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