GridBuddy Cloud for Salesforce

Boost productivity and operational efficiency.

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End user experience is the key to Salesforce adoption

To be successful, businesses and Salesforce end users alike need up-to-date data that is easily managed and accessible. The faster it is to update and reference records, the easier it is for you to do your job successfully and provide the business with timely, accurate data to inform strategic decisions.

On average, only 40% of sales updates are entered into a CRM system
42% of service agents are unable to efficiently resolve customer issues due to disconnected systems and archaic user interfaces
30% of marketers say disparate data sources are why they can’t gain useful insights from customer data

Benefits

The advantages of grids

Improve Salesforce Adoption

Make it easy to update and reference Salesforce data and immediately improve productivity by putting only the relevant fields from multiple objects into one editable space. You are no longer forced to jump from screen to screen to hunt for the information you need to engage with customers. It can all be found in one, actionable view designed for the way you work.

Get timely, accurate updates from the field

When it’s quick work for your end users to enter information into Salesforce, you ensure the data fueling your reports is up-to-date and accurate. Your teams will be motivated to log details of their customer interactions because it not only benefits the business, but also their day-to-day responsibilities.

Implement business processes faster

Administer your teams’ grid view so the right users are aware of new data they need for business processes to be successful. Most business initiatives rely on key pieces of data to deliver the desired outcome. With job function-specific grids, users never question what the business needs from them to keep moving forward.