Tag: usability

Enter Data Faster with GridBuddy & Get Back to Selling Quickly

Salesforce doesn’t allow users to modify a collection of objects at the same time. Sure, you can edit any field present (and allowed) on a detail page, but what if you want to get to an Account’s Contact, then the associated Opportunity and its Contract. In any default implementation that’ll entail quite a bit of clicking around. Something your sales team may not understand nor care to comprehend. After all, they’re focusing on closing those sales, not messing needlessly with forms. Those forms and spreadsheets are simply and ends to a means.

gridbuddy does away with that by presenting all your relevant data in a tabular fashion (think Excel rows). Numerous fields? No problem. Related objects? You betcha! Disjointed objects? Why the heck not. In gridbuddy all the information is presented in a straight up fashion that’ll only be giving your mouseball a workout. Look to gridbuddy to give you faster processing for everyone, best sales team adoption and quicker sales.

Midwest Dreamin: TaskRay – Modern Project Management in Salesforce

Are you looking for a better way to manage your business processes? Are you still using email or spreadsheets to keep track of order fulfilment?

TaskRay makes creating tasks, assigning them to teams, and tracking their progress easy.

We spoke with Eric Wu, Co-Founder from Bracket Labs at Midwest Dreamin’ 2015.

Here are some feature highlights:

• Plan work quickly and efficiently, even with geographically distributed teams
• Support any business process with easy customization and integration with other Salesforce objects
• Advanced features include cloning, repeating tasks, bulk actions, private projects, and more

TaskRay is built from the ground up to solve the needs of modern teams. Designed for simplicity, TaskRay is easy to understand and effortless to use. Its flexible framework enables agile, iterative work practices, and it easily accommodates a wide variety of work processes. Full Chatter integration provides notes, conversation, file sharing and historical context for all tasks.

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