GridBuddy transforms the way you manage complex Salesforce data by giving you a single, unified workspace that spans multiple objects. With pre-configured ReadyGrids, you can instantly streamline CRM workflows, eliminate unnecessary clicks, and view all relevant fields and records in one place. No endless tab-hopping required.
Watch this 50-second overview video to see how GridBuddy helps teams get more done in less time.
Whether you work in sales, customer success, or operations, GridBuddy makes Salesforce data management lightning-fast. From Forecasting and Opportunity Management to Lead and Campaign Management, Case Handling, Renewals, CPQ, and Account Planning, every process becomes smoother and more efficient.
Our customers say it best:
“This is how Salesforce SHOULD work!”
With GridBuddy, you can switch between data orientations with a single click. Build and customize interactive grids and real-time charts to show precisely the records and fields you need. See all your data across multiple Salesforce objects without leaving the screen, making multi-object data management seamless and straightforward.
From sales teams to customer service reps and executives, GridBuddy adapts to your unique business processes. Configure grids for different user groups without extensive development work, often with minimal code or low-code requirements. As your company evolves, GridBuddy evolves with you, ensuring your Salesforce environment stays as agile as your business.
Unified multi-object view: See related records together for faster decision-making
Click reduction and productivity boost: Save time on every task
Customizable ReadyGrids: Tailored to your workflows without expensive development
Cross-team usability: Works for sales, service, marketing, and operations
Future-proof flexibility: Scales with your organization’s growth
Looking for help but don’t know where to start? Choose Axis Consulting. We help companies streamline their process with automation by unlocking the power of technology. Fill out the form below and we will be in touch shortly.
