Effortlessly discover and create custom workflows, complete with reports that deliver insight into performance and identify any potential bottlenecks. It requires no custom coding, which is a definite yay.
There’s insight hiding in every document. Find it.
Turn data into doing.
We live in a data-driven world. Everything talks—from our devices to our thermostats to our refrigerators. But what about your business documents? They’re full of data too. Data that can tell you things to help drive business—if only you could find it.
Now you can. Our AI-powered insights let you view, analyze, and organize actionable data from documents and contracts, helping you to streamline workflows and make informed decisions.
Do more with data. And do more with your documents.
Data that’s easier to work with and keep up-to-date, all in one simple 360-degree view? Some say it’s impossible. But they’re wrong. You can easily monitor and improve sales performance with access to the latest and greatest data.
Extend report delivery options in your CRM and automate delivery to enjoy greater control and increased efficiency.
Use the power of advanced analytics to automate manual tasks, uncover potential risks, and improve compliance with detailed audit trails and flexible reporting options.
Automate even your most complex Salesforce workflows for a level of efficiency you never knew existed.
Easily manage and update your Salesforce data. View, filter, and act on data in an intuitive, simple interface.
The best thing about Grid is the time savings and that it’s so much easier and more intuitive to get the data that you want.
For a competitive business like yours, Digital Document Transformation is more than a trend—it’s a necessity. We’ve got you covered. Explore solutions that can help you achieve it quickly and effectively, no matter your business size or industry.
Take an in-depth look at the benefits of digitally transforming your workflows.
Read this whitepaper to understand more about document automation and how it can help you maximize Salesforce ROI.
Websites are full of words that tell you things. And that’s great. But sometimes you just need to see how stuff works. So we made a demo for those occasions. We’d love to show it to you.