Conga Composer - Automate
Producing Digital Documents shouldn’t be time consuming. Even when you need to generate large amounts of documents and schedule their delivery. Conga can automate document production and delivery saving you time and increasing the accuracy of your documents. Bobby is a sales operations manager at a manufacturing company. He has been tasked with driving more revenue and better customer engagement by improving the accuracy and timeliness of sales documents. First, he finds all customers who have a renewal date approaching in the next 30 days. He will select all of these records and use Conga to create a proposal with their renewal details. Conga will utilize customer data in Salesforce to make sure that every customer sees a personalized and pixel perfect document. A copy of each of these personalized proposals is automatically placed on the customer record. Next, Bobby uses Conga to send these proposals. This allows for these renewal deals to be closed without having to manually create each document. Bobby can also schedule this solution. He simply tells Conga which customer records to include, when he needs the documents generated, and what to do with them. Are you ready for faster deals and happier customers? Automate your digital documents with Conga.
In Most Recent
6 Steps to Creating a Quote Solution with Conga Quote Generation
Ready to generate quotes at lightning speed? Here are 6 steps to creating a solution with Conga Quote Generation for Salesforce CPQ and CPQ+.
3 benefits of moving to eSignature
Let’s face it. Wet signatures are hard to get! To keep your business moving forward you need a new way to execute deals and agreements. Here are 3 benefits of moving to electronic signature.
How to Install Conga Orchestrate
Installing Conga Orchestrate from the AppExchange is easy! Just follow along with this video to get started.
Orchestrate Process Event Driven Steps
Need to use event-driven steps in your Orchestrate definitions? This video will show you how.
How to install and configure Conga Sign
Join us as we run through how to install Conga Sign from the Salesforce AppExchange, configure the product, and send a document for eSignature. Installation :12 Configuration :58 Send for eSignature 2:36 Resources 3:56
3 ways to streamline your CLM processes
As an Agent of Change within your organization you are often challenging the status quo to improve how things get done and you don't have time to waste on inefficient, risky CLM practices.