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.