Grid for Salesforce is a powerful, 100% native Salesforce application that gives users the power to dynamically search, filter and update thousands of records in a single, intuitive screen without ever leaving the tool. Now, instead of scrolling through page views of 200 records at a time or manually updating records one by one, you can quickly pull up bulk records by multiple fields, and execute business processes across up to 50,000 records in seconds! By significantly reducing the amount of steps, scrolls and clicks necessary to update data in bulk, Grid for Salesforce not only saves users valuable time and effort, but also dramatically improves productivity and adoption.

1. GRID FOR SALESFORCE
Advanced Flexible, Customizable Grid Interface for
Standard and Related List Views
Saves Users 80% Time in Salesforce

2. Adoption and Usability Challenges
Common user complaints
• “It takes too long to use”
– Too many steps, scrolls and clicks necessary to log and update data
• “Too much information to sort through”
– Cluttered page layouts, limited list and related list views and inefficient mass data
management
• “I could spend my time on more important things”
– Perception that productivity is stifled by administrative CRM tasks and time is taken
away from actual prospecting, selling, marketing and servicing
• “I like using Excel”
– One of the most common alternatives to Salesforce – highly familiar and flexible
(easy and quick filtering, sorting and updating of bulk data)

3. Current Methods
Standard Related List View
Standard List View

4. Power of Excel Within Salesforce
Search across any custom
or standard object
Multi-column filter
and sorting
Pop-up and in-line
editing
Mass edit and update
across 50K records in
seconds

5. EASILY CUSTOMIZABLE, BROAD APPLICATIONS
Case Management
Telesales/Outbound Calling
Submit hundreds of cases for approval across multiple queues,
saving days of labor and reducing case backlog by 35%
Custom outbound call-down list for activity logging and campaign
management saves 3,000 hours and $200K in costs
Claims Management & Collections
Custom claims and collections automation for revenue cycle
management and process efficiency
Revenue Forecasting
Saving 480 hours generating revenue and staffing forecast for
monthly, quarterly and annual time periods

6. CUSTOMER REVIEWS
FEATURED CUSTOMERS