Job-specific workspaces

Organize your data views to meet the needs of each user.

ReadyGrids

Get up and running fast with preconfigured, ready-to-use grids.

  • Onboard teams quickly with grids designed for common use cases across sales, support, marketing, and operations.
  • Customize the fields, objects, and functions of a ReadyGrid to meet your needs more closely.
  • Simplify your current workflow with ReadyGrids built for:
  • Lead Management
  • Account Management
  • Contact Management
  • Pipeline Management
  • Task Management
  • Campaign Management
  • Case Management
  • User Management
  • Profile Management

Tabbed Workspaces

Define a set of grids based on the objects, fields, and workflows of each team.

  • Keep teams focused with grids that show only the fields and records relevant to the task at hand.
  • Combine multiple grids into a single tabbed view to quickly navigate data.
  • Help teams zero in on the data they need with record filters and grid search.
  • Alert users to data that needs attention such as Opportunities past their closed date or Cases for Account cancellations using conditional formatting.
  • Enable specific functions in a grid such as making a chatter post or sending an email using grid actions.

User-Defined Grids

Tailor grids to the personal needs of a user.

  • Customize the layout of existing grids to each user’s preferences without changing everyone’s view.
  • Reorder and remove fields on the grid
  • Freeze columns
  • Create filters
  • Create new, custom grids to accommodate the requirements of each user and team.

“To provide accurate quotes to our customers, our service delivery team needs to be up to speed on what opportunities are nearing the end of the pipeline, and our sales team needs to see the availability of individual delivery teams. GridBuddy Connect allows these teams to access the same information and collaborate more effectively.”

Connect your data to make better connections with your customers.

See for yourself how GridBuddy Connect keeps your team more focused on growing your business than updating your data.

GridBuddy Connect Features

GridBuddy Connect Features

Products

BriteVerify

BriteVerify email verification ensures that an email address actually exists in real-time

DemandTools

The #1 global data quality tool used by thousands of Salesforce admins

Everest

Insights and deliverability guidance from the only all-in-one email marketing solution

GridBuddy Cloud

Transform how you interact with your data through the versatility of grids.

Return Path

World-class deliverability applications to optimize email marketing programs

Trust Assessments

A revolutionary new solution for assessing Salesforce data quality

Solutions

Validity for Email

Increase inbox placement and maximize subscriber reach with clean and actionable data

Validity for Data Management

Simplify data management with solutions that improve data quality and increase CRM adoption

Validity for Sales Productivity

Give your sales team back hours per day with tools designed to increase productivity and mitigate pipeline risks in real-time

DemandTools Elements Features

DemandTools Features

Everest Features

Everest Features