Data management optimized
A constant across revenue lifecycle management is the effort to make the way that we do business more efficient. Being able to visualize data in a more effective manner allows you to make quicker, more informed decisions on what actions to take around your proposals, contracts, bills, and renewals.
Conga Grid features
Do all your work from our grid. Spend less time updating Salesforce and more time on high-value activities.
Conga Grid empowers you to quickly navigate, visualize, and manage Salesforce data across multiple objects from a single grid.
Easy data updates
Simplify data management for clean, accurate data using multi-tab grids, Excel-like inline editing, and mass updates.
Receive notifications of field updates from others and get a live view of what teammates are working on at any moment.
Gain complete data visibility in a single view for analytics, better sales, and pipeline management.
Easily manage and analyze Salesforce data
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Less time spent updating information in Salesforce
Increase in pipeline forecast accuracy
Records that can be updated simultaneously
Average review on Salesforce AppExchange
Clicks saved on updates and automated system responses
Statistics provided by Conga customers
See what customers say about Conga Grid
Product Reviews by Product
TOP Solution and Top Support
"The tool is very flexible, and very easy to use (Excel-like functionality). We use this solution to allow our customers to save time, money and above all to be operational quickly. The solution is really fantastic if you have a little imagination. We have used the Conga Grid support and the reactivity of the team has been exemplary. I hope that the support will continue to be as good and that the solution will continue to progress. Special Thank you to Mister T (Turner) for his help, his reactivity and his professionalism"
Conga Grid Does what Related List View Doesn't
"It's great to have an editable and dynamic options for showing related objects. The grouping and mass update options are extremely useful for us."
Data updates with ease!
"You can have a spreadsheet type view of your data and do mass updates, including deletes and new records. You can see your related records and custom objects."
The product you definitely need but didn't know it
"Conga Grid allows something very fundamental that many struggle with. It allows you to view details of multiple levels of records (Ex Parent, Child, Grandchild) in one screen in an Excel like format. This saves tons of time, effot and confusion switching between screens to see and change this information within Salesforce."
First month and Conga Grid surpasses expectations!
"Formula and sorting capabilities. Easy to use. Users can customize to their liking"
We tested many tools that claimed to offer an Excel®-like experience; Conga Grid is the most complete, elegant, user-friendly, and responsive. Very well thought out.Gwenn BézardPartnerAite Group
I use a lot of reports in Salesforce to analyze our sales, to look at where sales are coming from and compare sales year on year. Now I can do that in-line with Conga Grid. I can generate the same report and it’s no longer static data, it’s dynamic data. I can really look at the data and filter it.Alison MartinCommercial DirectorWrightson & Platt
Conga Grid allows us to perform data updates which fire off automated responses that make the system incredibly clever. And that’s excellent, that the Clarins teams can just do that with the click of a button. It makes it all look like magic. As well as saving tens of thousands of clicks.John BackhouseSalesforce Solutions ArchitectClarins
End-to-end support on Conga Grid
With support from Conga Services, Conga Community, and our technical team, we’re able to support our customers and to solve any Grid questions that come up along the way.
Conga Grid plays well with others.
Conga’s products are purpose-built to work together seamlessly, so you can automate and streamline commercial operations end-to-end.