As consultants, we’re always on the lookout for great apps and services that add value to the way our customers use Salesforce. In fact, an organization’s success with Salesforce is largely based on how they customize products such as Sales Cloud, Service Cloud and Marketing Cloud with third-party apps, integration or even their own custom developed solution. When customized to a business’s unique operation and business goals, Salesforce provides a stronger ROI because user needs are taken care of and they adopt the system.
Users today need to access information quickly and intuitively. But, a common problem experienced by many users is that it takes too many clicks to get to the information they need and to update records. That’s a frustrating experience for users that creates a major adoption roadblock.
Click reduction is a problem Appbuddy seeks to solve with their Gridbuddy application solution. A major benefit of using Gridbuddy for Salesforce is that it displays data in an Excel-like form from a parent-level page, which eliminates the need for multiple page loads to edit related data, and you can edit up to 5 related objects in the same view. This means users can edit related data faster and easier on one page.
Gridbuddy is a familiar setup for users who previously worked in Excel. The grid structure provides a much-needed way to visualize and update data, which is one of the reasons Excel is so popular. Yet, Gridbuddy is native to Salesforce and gives users the integration they need to manage data without Excel.
“This is all about consolidation and not having to drill down to multiple levels with multiple clicks,” said Nuvem Co-Founder Matt Dillon. “This isn’t an elaborate, complex app but a simple solution that solves a very common challenge.”
Gridbuddy can be used with all Salesforce standard and custom objects. It has proved particularly useful for our project managers using Milestones PM. Our team works with multiple projects each day. Maintaining accurate and timely records is critical so we can keep projects on track and provide customers with billable hours. Out of the box, however, the Milestones app makes it difficult to make quick changes to multiple projects. It takes several clicks to get to the records that need updated and it’s difficult to visualize the status of multiple projects.
When we installed Gridbuddy, we also customized it by adding a PM Dashboard with project calendar and to-do list function native in Salesforce. We used the open API from Google calendar to bring that into Salesforce so we could see our calendar along with to-do list. The Salesforce to-do list features fields for tying a task item to a specific project and also includes fields for “done,” “priority,” “to-do item name” and “assigned to.” This very simple customization gives our team a great way to manage tasks and keep others up-to-date on their workload. By the way, Gridbuddy can be customized without any developer skills. It’s point-and-click configurable, so it doesn’t require knowledge of coding in Visualforce, and a Salesforce administrator should be able to create basic customizations.
Overall, Gridbuddy is a cost-effective way to generate efficiency in your Salesforceorg. Gridbuddy is available in an unlimited format, a free format, and for Milestones, Sales Cloud and Service Cloud. For more information, visit the AppExchange.