GridBuddy

Work the way you want to work
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The most productive user experience
in the Salesforce® ecosystem

Salesforce is the world’s leading cloud CRM. But its user experience lacks simplicity and speed, decreasing user adoption, productivity, and data quality.

GridBuddy™ changes the equation by simplifying and streamlining the way your users work with their data in Salesforce. Our solutions integrate the CRM data your users need into one simple view for better data, improved pipelines, shorter sales cycles, and faster revenue conversion.

  • Fully configurable, no code required
  • Maintain permissions, security, and underlying data structures
  • Cloud-based and mobile ready
Improve Salesforce User Experience with GridBuddy

Update your opportunity pipeline data in seconds

Take the drudgery out of processing leads

Empower leaders to rapidly manage forecasts

Bring key renewals into an actionable, prioritized view

Break down data silos with Customer 360 views

GridBuddy features


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Ease your Migration to Lightning

GridBuddy’s data interaction grids work the same way whether in Classic or Lightning, including support for objects that are not supported in Lightning, like Schedules, Contact Roles, Custom Buttons and Links. GridBuddy supports users in both Classic and Lightning simultaneously, so rollouts can be scheduled incrementally.
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We started with just a few folks on the GridBuddy and now are extending it to a whole department and upgrading to the unlimited version. This product saves hours of work for many folks in our organization.

Sonia Detels

Sr. IT Business Relationship Manager at Calix Networks
“GridBuddy is drop-dead easy to setup and configure, and support for the product is fantastic too. The time your users save will pay for the product before you realize it.”

Jim Mitchell

Sr. Business Systems Analyst at VIZIO, Inc
GridBuddy has helped us to reduce call durations with customers, reduce operating costs and increase the volume of cases handled per agent all with very little configuration time needed.

Michael Speer

Programmer and Analyst at Giant Eagle
GridBuddy has been a game changer for us. All of our salespeople—reps, managers, and executives—have real-time, reliable access to accurate account information and the insights they need to close bigger deals, faster.

Marc Madenwald

Director of Sales Process and Productivity, Adobe Systems, Inc
GridBuddy has been instrumental in helping us standardize our sales processes and achieve a six-fold increase in the number of customer satisfaction surveys we’re able to send. Now, we have clearer insights into account health and sales opportunities that we previously couldn’t have identified. GridBuddy has become our Gold Standard for accessing and managing data in Salesforce.

Steven Cox

Manager of Global Sales Tools Strategy at NetApp
We have been using GridBuddy for the past few months and have become very big fans (and brand ambassadors!). The Grids are intuitive to create and use, and have led to serious efficiency gains for myself and my teammates.

Mickey Fuertes

Consultant at Bluewolf, and IBM company


Complete, easy data interaction across the customer lifecycle


Updating data in Salesforce means working with disparate single object list views and single record detail pages. As a result, editing multiple records or multiple objects in Salesforce takes too many page loads and clicks. Executing a simple business process, like updating a forecast, takes hours and requires too many user actions.


GridBuddy delivers data from multiple objects, records and list views in one simple grid that users can quickly change, update or delete. System administrators configure data interaction workspaces your users will love and use. Our customers have realized exceptional results with GridBuddy for: