Resources

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Case Studies

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Adobe

With the help of GridBuddy's Account Planning solution, Adobe standardizes its account planning process using a structured format inside Salesforce, and reps follow this process reliably to increase deal visibility and sales effectiveness throughout the sales organization.
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NetApp

NetApp uses GridBuddy as their go-to solution to help their sales team access and act on data faster in Salesforce®, leading to significant improvements in Salesforce user adoption and data quality.
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Intelstat

GridBuddy helps Intelsat, the leading provider of satellite services worldwide, to make better decisions in complex sales cycles through improved data quality.
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Giant Eagle

GridBuddy helps Giant Eagle, one of the nation's largest food retailers and distributors, reduce the time it takes to manage high volumes of Case related data.
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Data Sheets

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AppBuddy Professional Services

Enterprises are complex. Delivering business processes across an enterprise involves multiple applications, data, functions and people. None of these are typically connected in ways that allow the business to deliver what its users really need. Too much is spent on labor-intensive workarounds or custom IT development. Until now.
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GridBuddy

GridBuddy eliminates costly clicks and multiple page views, enabling Salesforce® users to see data in one spot and efficiently manage it and act on it within any step in the customer life cycle, from lead, to cash, and beyond.
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ProcessGrid

Maximize the value of your GridBuddyTM investment with our professional services. Our GridBuddy Essentials Package will quick-start your deployment to achieve a more complete implementation and begin seeing results faster.
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Transition to Salesforce Lightning with GridBuddy

GridBuddy helps ease many Lightning migration challenges, while simultaneously supporting Classic and Lightning Experience®.
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SDR Workspace

This highly efficient SDR workspace within Salesforce tightens qualified lead generation, improves the qualification process, speeds up data entry, and creates airtight SDR to sales handoffs.
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eBooks

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Lightning Migration Made Easy

Best practices and recommendations to ensure a successful migration.
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Infographics

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Lightning Migration Infographic

5 ways to make your Salesforce® Lightning transition easier.
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Account Planning

7 Deadly Sins of Account Planning

Seven signs your account planning strategy is bound for failure.
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White Papers / Solution Briefs

Strategic Account Plans: Why They Unravel At the Execution Stage and How to Avoid It

Learn why strategic account plans fail, execution best practices, and how to better execute your account plan.

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Webinars

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Real World Lightning Adoption

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Sales transitions

How to Maximize Revenue with Flawless SDR to Sales Transitions

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The Entire Customer Lifecycle In One User Experience

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Solving Salesforce's Biggest Challenges

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Adroll's Secret For Keeping Salesforce Data Accurate

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Videos

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Demo video of GridBuddy for Salesforce - the Dreamforce 2015 release.
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GridBuddy Demo Video

Demo video of GridBuddy for Salesforce - the Dreamforce 2015 release.

GridBuddy for Lead Management

See how GridBuddy makes lead management more efficient in Salesforce. In this video, you will learn how to manage leads by creating tasks and filters while using the inline editing and mass update features.
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In this video you will learn how to manage opportunities in Salesforce with GridBuddy.
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GridBuddy For Opportunity Management

In this video you will learn how to manage opportunities in Salesforce with GridBuddy.
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This video demonstrates how GridBuddy helps streamline the account planning process by dramatically reducing the amount of time spent clicking through tabs, fields and various pages in Salesforce.
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Account 360 & Account Planning

This video demonstrates how GridBuddy helps streamline the account planning process by dramatically reducing the amount of time spent clicking through tabs, fields and various pages in Salesforce.
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See how easy it is to manage upcoming renewals by sorting, grouping and filtering important account information such as contact records and renewal opportunities all in one grid.
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Renewals Management

See how easy it is to manage upcoming renewals by sorting, grouping and filtering important account information such as contact records and renewal opportunities all in one grid.
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In this video, you will see how users can work more efficiently with fully customizable grids based on individual workflows and processes.
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Case Management

In this video, you will see how users can work more efficiently with fully customizable grids based on individual workflows and processes.

TRUSTED BY BUSINESS LEADERS WORLDWIDE

"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 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


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