Gridbuddy for Accelerated Pipeline Management and Editing
Driving Performance, End-User Acceptance, and Data Actionability
For one thing, simplified GridBuddy one-view Record management alleviates multiple page loads that can sap user energy and productivity.
It even makes space for more editing clarity and decluttered workflows. That, in turn, brings with it streamlined data entries to instill confidence in forecasts for exec decisions for trust in data.
Why Grid Format seems to make sense.
In truth, grid formats have traditionally been highly intuitive and non-threatening at the same time. They’re the most frequently encountered interactive pattern across devices. So it’s complete in tune to build on a favourite to unlock latent potential in what might already be the most familiar work format the world over.
It’s like the adage goes: Don’t mess with a classic.
“What can I expect my workflows to look like?”
With Gridbuddy the general principle is to lower page loads, and eventually, total wasted productive hours over large teams through clicks. Moreover, agents can also expect to make changes to the pipeline to look at related lists and detail pages in no time.
Another big upside to GB is that it lets you make highly subjective field value choices faster to capture interaction details in entirety.
You’ll find yourself using complex fields and rules to capture subjective details about the case, prospect progress, as well as MOMs and relevant notes.
Object management from anywhere
Make changes and additions to related files from inline dropdowns right in the grid. You don’t need to waste time navigating and probing details pages.
You can even push prospects or cases to views of timelines into the next week or month.
Sales rep focus
GB gives agents everything under a single viewing pane, all while calling attention to pipeline bottlenecks to understand patterns in the overall pipeline.
Reps get command-center-like editable views that they can comfortably live in. These are meant to untether them from CRMs altogether and make capturing critical data points in a timely manner significantly easier.
The case for easier edits: What’s at stake here?
Evidently, deeper process and time-studies reveal that a tenth of their workweek (multiplied over the number of agents) is the average time agents spend time editing and managing their systems.
And yet, little over half of the updates ever reach CRMs, calling into question the overall utility of the systems in absence of, now seemingly important, process knowledge.
With suboptimal sales routines leaving you with stale data and opportunity losses every selling sprint, re-examining workflows takes precedence once again.
Bespoke advantages - a spotlight
For starters, there’s the hard-to-break habit to look at – spreadsheets.
GB turns this problem on its head.
Instead of going from a habit to Salesforce, GB brings Salesforce consultant to the habit and builds over it.
Later, the app helps agent teams cover more ground with a better, spreadsheet-like UX to cater to preferred formats. Remember, a fancy UX is no good if it distracts from bottom lines too much.
Since the main problems are addressed, benefits are immediate.
Billed hours are immediately put back where they belong: selling, prospecting, and building great relationships.
Certainly, better forecasting translates into more attainable goalsetting and goalkeeping for undeniably improved client confidence and maintaining prized relationships with key customers.
Lastly, more ground covered might also give you the enviable position to pick better Opportunities to maximize returns even further
A brief glimpse of GB’s feature set
We leave you with this quick and dirty rundown of Gridbuddy’s feature offerings to appreciate it’s workflow transformations a little more closely.
- Streamlines for any use case with Custom Fields and dropdowns.
- Cuts down on bad-UX inflicted costs.
- Views built for faster Lead assignments and follow-ups.
- Prebuilt panes for popular use cases.
- Matrix format aggregates and groupings.
- Edits over all Object Types without ever abandoning the interface.
- 360 views to sidestep toggling between systems, holistic approaches, and faster viewing for key account health indicators.
- Centralized databases for recognizing underpinning forecasts.
- Focussed, at-risk pipeline management to manage transitions in and out of projects.
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