Conga Grid gives you a dynamic view of your Salesforce data. View, filter, and act on all relevant data from a single screen. Save time, clicks, and achieve cleaner data.
Manage and update Salesforce data without breaking a sweat
Data is at the foundation of every business document. Maintaining and updating Salesforce data is the key to correct documents, better productivity, and meaningful insights. Conga Grid makes this easy.
- Customers spend 50% less time updating data in Salesforce. Improve productivity 10x when doing updates in bulk. With Grid, your users will want to be in Salesforce.
- Save time on data upkeep to spend on core job functions. Stop clicking back and forth through Salesforce records. Improve data quality and management.
- It’s quick and easy to identify high priority cases or opportunities. Locate stalled deals. Uncover new insights hidden deep within the details to speed up business.
View, filter, and update all relevant data from a single screen
- Bulk copy and paste data into and out of Salesforce
- Quickly view, manipulate, and batch edit multiple levels of data across many records
- Drive attention to key data with conditional formatting
- Request actions and track completion of requests
“Using Conga Grid and Composer, Stan Johnson Company is increasing our productivity, cutting costs, and helping our brokers provide an exceptional experience for their clients.”
Empower your users to act fast on Salesforce data