If you’ve ever used Excel, you know how easy and intuitive it is. There are clear rows and columns, conditional formatting highlights cells that require action, and making updates is quick and easy. When you move to a database, it can be difficult to train your team how to take action on data which is now much more spread out, and while much more organized, also far less visual. If you’ve ever thought about going back to those spreadsheets, stop! First, take a look at ActionGrid.
The Swiss Army Knife for productivity and reporting turns your List Views and Related Lists into an Excel-Like grid featuring editable add-in-place grids, Outlook-style reading panes, Conditional Coloring of text/cells/rows, Mass Update, and much more.
ActionGrid is a powerful tool with a lot of features to help your teams visualize and act on data in Salesforce. Check it out today!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.