Conga Composer

We have been using Conga Composer to automate the creation of the business's critical documents directly from Salesforce. It has become an optimal tool for generating contracts, quotes, service agreements, and customer communications with speed and accuracy. Helps with the slow turnaround times and data accuracy issues. Especially useful for our sales team as it allows them to generate quotes, proposals, and contracts directly from Salesforce with just a few clicks.

• One of the most visible impacts was that document errors dropped by over 80%, boosting customer satisfaction and uptime.
• Automated the document creation and management process, saving a great deal of time.
• Turnaround times have also remarkably faster, deals close sooner, boosting the profits.
• Overall, the time savings and error reduction covered the licensing costs within the first quarter.

S-Docs

Salesforce CRM Analytics, Microsoft Dynamics 365 Customer Insights

RealtyCom partners supports our clients by negotiating and managing all of their telecom contracts. We do this through the use of data management, and CRM systems to make sure that we always have our finger on the pulse of what is happening with our clients. As part of our process we negotiate contract terms with various telecom companies and need to present those different options to our clients in a concise and visual way. For years we have been doing a manual process to incorporate data from our CRM, requests for proposals and additional other data points then pull that into templates that we use to present to our clients. That process has historically created lots of opportunity for user error as well as long approval processes to comb through all of that manually entered information. Not to mention template management when something needs to change or be updated. We've been looking for a solution to be able to automate that process and remove some of that user error while also trying to speed up that process. We discovered Conga Composure as a way to improve that process

• Time saved
• Ease with Data validation
• Trust that the final product is correct which helps with our approval process timeline

Our primary use case with Conga Composer is to create brand documents and after-sales agreement documents. This was a manual process earlier, consuming a lot of time for us. Still, after implementing Conga Composer, we have been able to automate the process, and our workflow has become quicker and much more efficient.

• We have been able to standardize our branding in documents to give them a more professional appearance.
• The number of manual errors is significantly reduced, thereby improving our turnaround time by 30%.
• Our overall working efficiency has improved by over 70% with the introduction of Conga Composer.

Conga CPQ, Zoho Cliq, DocuSign

Our agency uses Conga Composer to put together an Employee Benefit Booklet for every client. We also use Conga Composer for our Quoting and Renewal process. We are a Benefits Brokerage and Conga Composer has allowed us to provide very professional reports to even our smallest clients. We have templates in place which makes this very user friendly. Every once in a while there is a formatting issue that arises but that's an easy fix once identified.

• Time Saved on Document Creating was a game changer
• This has increased efficiency and allows us to provide the same level of quality to even our smallest clients
• Occasionally we find an error or need to adjust for a formatting issue but that's not very common

Benelinx - Agency Management System

I use Conga Composer for tasks such as automating document generation, merging CRM data into templates, and creating contracts and invoices. On the other hand, Conga addresses issues such as data inconsistency and time delays. Also used for routine communications and reporting. I've seen a significant improvement in efficiency and productivity.

• Saved user efforts and important time by automating repetitive tasks.
• Increased overall efficiency and effectiveness. Boosted productivity and profitability.
• Great returns on investment.

PandaDoc

Microsoft Azure, Bluebox, Dropbox Business