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GridBuddy ConnectValidity

Validity's data productivity platform combines data into an editable, spreadsheet-simple view for insights and confident engagement.

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Validity

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Product details

GridBuddy Connect is a data productivity platform by Validity designed to streamline data management and enhance team efficiency. It consolidates data into an editable, spreadsheet-simple interface, enabling users to gain comprehensive insights and engage confidently with accurate information. By centralizing data from various systems, GridBuddy Connect eliminates the need to switch between multiple tabs and windows, saving time and improving data accuracy. It offers features like multi-object inline editable grids, conditional formatting, and expansive search capabilities. The platform also provides CRM connectors for Salesforce and Microsoft Dynamics 365, as well as a Zendesk connector, allowing for a unified view of customer data. With tabbed workspaces and in-line editable multi-object reports, GridBuddy Connect empowers teams to sell, support, and engage more effectively, making it easier to keep data up-to-date and forecasts accurate.

Features:

  • Multi-Object Inline Editable Grids: Update records across multiple objects in one view instead of clicking between browser tabs.
  • Conditional Formatting: Bring attention to the fields that matter most.
  • Filters and Expansive Search: Search 50x more records across your entire dataset, not just the page you’re on.
  • Tabbed Workspaces: A single, tabbed view that combines the grids your team needs to do their specific jobs.
  • CRM Connectors: Connect your Salesforce and Microsoft Dynamics 365 CRM across multiple Orgs.
  • Zendesk Connector: Bring your customer data from Zendesk into the same view as your CRM data.
  • Multi-Object Inline Editable Reports: Use grids as more flexible, informative reports.
  • Actions: Use single actions to work with one record at a time or apply batch actions to work with multiple records at once.