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About

GridBuddy Connect is a productivity platform that enhances data management across CRM systems by providing an editable, spreadsheet-like interface for multi-object data. The platform helps users streamline workflow by allowing them to update records across multiple objects in one view, reducing the need to switch between tabs or interfaces. With features such as conditional formatting, expansive search, and CRM connectors for Salesforce, Microsoft Dynamics 365, and Zendesk, GridBuddy Connect ensures easy access to data and improved collaboration across teams.

About

Unlock your sales team's potential with the power of machine learning. First, SetSail automatically captures and enriches your customer and activity data so that your team doesn’t have to. We then build a unique machine learning model for your business, which calculates account/deal health using the CRM data and communication sentiment, leveraging the latest natural language processing (NLP) techniques. Our models prioritize objective signals, such as sentiment in customer conversations, over self-reported measures like deal stages. Powered by the machine learning engine, SetSail surfaces insights that allow reps, managers, and executives to view pipeline health in real-time. This powerful tool can break down data by rep, deal, account, and conversation topic to identify performance issues and deal blockers. Pinpoint and fix areas of weakness before they hit your bottom line.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses and CRM administrators looking for a streamlined, efficient platform to manage and edit data across multiple CRM systems, improving team productivity and data accessibility

Audience

Sales teams and businesses looking for a solution to improve their customer experience

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Validity
Founded: 2018
United States
www.validity.com/gridbuddyconnect/

Company Information

SetSail
United States
www.setsail.co

Alternatives

Alternatives

Dialpad Sell

Dialpad Sell

Dialpad

Categories

Categories

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Integrations

Microsoft Dynamics 365
Salesforce
Salesloft

Integrations

Microsoft Dynamics 365
Salesforce
Salesloft
Claim GridBuddy Connect and update features and information
Claim GridBuddy Connect and update features and information
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Claim SetSail and update features and information