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Top Productivity App: Native Grid Interface for Salesforce List Views
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Top Productivity App: Native Grid Interface for Salesforce List Views

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Grid for Salesforce is a powerful, 100% native Salesforce application that gives users the power to dynamically search, filter and update thousands of records in a single, intuitive screen without …

Grid for Salesforce is a powerful, 100% native Salesforce application that gives users the power to dynamically search, filter and update thousands of records in a single, intuitive screen without ever leaving the tool. Now, instead of scrolling through page views of 200 records at a time or manually updating records one by one, you can quickly pull up bulk records by multiple fields, and execute business processes across up to 50,000 records in seconds! By significantly reducing the amount of steps, scrolls and clicks necessary to update data in bulk, Grid for Salesforce not only saves users valuable time and effort, but also dramatically improves productivity and adoption.

Published in: Technology, Business

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  • 1. GRID FOR SALESFORCE Advanced Flexible, Customizable Grid Interface for Standard and Related List Views Saves Users 80% Time in Salesforce
  • 2. Adoption and Usability Challenges Common user complaints • “It takes too long to use” – Too many steps, scrolls and clicks necessary to log and update data • “Too much information to sort through” – Cluttered page layouts, limited list and related list views and inefficient mass data management • “I could spend my time on more important things” – Perception that productivity is stifled by administrative CRM tasks and time is taken away from actual prospecting, selling, marketing and servicing • “I like using Excel” – One of the most common alternatives to Salesforce – highly familiar and flexible (easy and quick filtering, sorting and updating of bulk data)
  • 3. Current Methods Standard Related List View Standard List View
  • 4. Power of Excel Within Salesforce Search across any custom or standard object Multi-column filter and sorting Pop-up and in-line editing Mass edit and update across 50K records in seconds
  • 5. EASILY CUSTOMIZABLE, BROAD APPLICATIONS Case Management Telesales/Outbound Calling Submit hundreds of cases for approval across multiple queues, saving days of labor and reducing case backlog by 35% Custom outbound call-down list for activity logging and campaign management saves 3,000 hours and $200K in costs Claims Management & Collections Custom claims and collections automation for revenue cycle management and process efficiency Revenue Forecasting Saving 480 hours generating revenue and staffing forecast for monthly, quarterly and annual time periods
  • 6. CUSTOMER REVIEWS FEATURED CUSTOMERS