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AppBuddy for Customer Success and Operations

Manage every step of the customer lifecycle from a single screen. Bridge gaps between departments and increase collaboration. Finally, the clarity your team needs to give customers the experience they deserve.

CUSTOMER SUCCESS

Proactively Manage Every Stage of the Customer Lifecycle

Manage handoffs, customer health, and renewals from a single, actionable screen. Create custom manager and team workspaces. Call attention to risk and make it easy for customer teams to keep account information up to date.

ACCOUNT PLANNING

The Comprehensive Account View You Need to Close Deals

Keep account planning in your CRM and make updating account information quick and painless—so your team is prepared for weekly planning meetings. Users can see all the related data they need in one actionable view, including account hierarchy, accounts with contacts, and leads.

CASE MANAGEMENT

Give Your Team the Context They Need to Respond to Customer Needs Faster

Bring all information you need for case management into a single screen, so your team can respond to customer needs faster. Enable users to efficiently and rapidly cross-reference custom or standard objects—such as opportunities—with cases, all within one grid.

AppBuddy – A Better Way to Manage Lead Cash

Spend less time in your CRM, and more time selling.

Eliminate spreadsheets and endless customization.

Configure, adapt, and scale grids for any custom process, team, or user.

Keep your data securely where it lives – in your CRM!

Watch Video

Spreadsheet-Like Features, Inside Salesforce

Conditional Formatting

Mass Update

Inline Editing

Multi-Object Support

Matrix-Style Reporting

The Proof

"In looking for a way to provide our users with an easier way to update records we came across GridBuddy. The functionality is awesome - we have grids embedded in page layouts so our users have less clicks to get things done! Less clicks equals less friction, less friction equals more updates, more updates equals data integrity! Well done GridBuddy! In addition, the support is phenomenal! I cannot say enough good things about this app and the people behind it!”

Nana Gregg,
VP Sr. Salesforce Admin at JLL.

AppBuddy
2019-04-16T05:48:46+00:00

Nana Gregg,
VP Sr. Salesforce Admin at JLL.

"In looking for a way to provide our users with an easier way to update records we came across GridBuddy. The functionality is awesome - we have grids embedded in page layouts so our users have less clicks to get things done! Less clicks equals less friction, less friction equals more updates, more updates equals data integrity! Well done GridBuddy! In addition, the support is phenomenal! I cannot say enough good things about this app and the people behind it!”
"I did not know how much I needed this until we purchased it. I accelerated the purchase in advance of our project roll-out so that I could implement a grid that solved a data visualization/management problem that was costing dozens of executive hours per month. It took me less than 10 minutes to set up the grid. I expect we'll have reduced time spent on the supported business process to decrease by 90%. For real"

Mark Brailsford,
Digital Marketing Manager at Intelsat.

AppBuddy
2019-04-16T05:51:51+00:00

Mark Brailsford,
Digital Marketing Manager at Intelsat.

"I did not know how much I needed this until we purchased it. I accelerated the purchase in advance of our project roll-out so that I could implement a grid that solved a data visualization/management problem that was costing dozens of executive hours per month. It took me less than 10 minutes to set up the grid. I expect we'll have reduced time spent on the supported business process to decrease by 90%. For real"
"We have complex objects with multiple record types, making it difficult to use the standard views for updating purposes. GridBuddy has resolved that issue completely."

Jacquelyn Monroy,
Project Manager at Epsilon

AppBuddy
2019-04-16T05:54:40+00:00

Jacquelyn Monroy,
Project Manager at Epsilon

"We have complex objects with multiple record types, making it difficult to use the standard views for updating purposes. GridBuddy has resolved that issue completely."
"If you want to accelerate the productivity of your sales team, you need AppBuddy. It provides a single easy-to-use interface for all your users."

Steven Cox,
Manager of Global Sales Tools Strategy, NetApp

AppBuddy
2018-08-07T19:23:05+00:00

Steven Cox,
Manager of Global Sales Tools Strategy, NetApp

"If you want to accelerate the productivity of your sales team, you need AppBuddy. It provides a single easy-to-use interface for all your users."

Contact Us

Let us show you how AppBuddy can increase your team's productivity and your company's bottom line.