SALESFORCE AUTOMATION SOFTWARE

Turn your CRM into a revenue engine with Salesforce optimization

Conga offers a suite of Salesforce automation tools to streamline workflows, improve productivity, and increase sales

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Tens of millions worth of deals closed

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  • Patient Point
  • PayPal
  • LinkedIn

Manage sales, customers, and data with Salesforce automation software

Working with Salesforce data shouldn’t feel like a maze of clicks and tabs. Conga’s integration with Salesforce gives you a simpler, faster way to navigate, automate, and act on your data—all from one place.

How do I simplify data transfers between Excel and Salesforce?

Manage and update Salesforce records directly from Excel with Conga X-Author for Excel, saving time and avoiding duplication.

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How can I manage complex Salesforce workflows without coding?

Build and automate Salesforce workflows end-to-end without coding with Conga Orchestrate, reducing manual work.

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How do I spend less time navigating multiple screens to manage Salesforce data?

View and manage all your data from a single screen with Conga Grid, cutting down on clicks and screens.

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How do I streamline complex sales processes and eliminate manual tasks in Salesforce?

Simplify data and automate workflows for faster sales with our Salesforce process automation.

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Leverage Salesforce automation tools to transform your processes

Example flow chart created with Conga Orchestrate

Conga Orchestrate

Automate complex workflows effortlessly with process orchestration. Create no-code processes and gain insights while ensuring compliance.

  • Build complex workflows without writing code.
  • Automate execution and reduce manual work.
  • Adapt quickly to new regulations.
  • Track and analyze workflows for deeper Salesforce insights.
Graphic showing a two-way data flow between Excel and Salesforce

Conga X-Author for Excel

Boost Salesforce adoption with our Excel solution. Leverage Excel to easily manage data, create reports, and streamline quoting processes.

  • Improve Salesforce adoption with Excel-friendly workflows.
  • Simplify CRM data management and reporting.
  • Migrate legacy data into Salesforce.
  • Streamline complex quoting and calculation processes.
Graphic showing Conga Grid's main aspects

Conga Grid

Simplify your data management with Conga Grid. Access, sort, and act on Salesforce data from a single, streamlined view.

  • Manage your pipeline with full visibility.
  • Create actionable views of Salesforce data.
  • Reduce time spent clicking through records.
  • View and act on multiple data layers at once.
  • Maintain clean, accurate data with ease.

Salesforce automation solutions for every step of your workflow

Transform your sales processes with smart Salesforce optimization tools to simplify tasks, save time, and keep you moving forward.

X-Author for Excel

Increase user adoption

Conga X-Author for Excel—a Salesforce Excel plugin— turns Microsoft Excel into a user-friendly interface. So, manage your CRM records without any hassle. Work where you’re comfortable while keeping everything secure.

  • Create customizable experiences 
    Design your workbooks to fit your unique processes and boost user adoption.
  • Manage multiple objects 
    Handle various records across different sheets, making data management simple.
  • Sync parent-child records
    Update related records in one go, saving extra clicks.
  • Work offline, anytime 
    Make updates whenever you need to, even without internet access, and sync up when you’re back online.
  • Execute quick queries and bulk updates
    Run queries or make mass updates with just a click, saving you time.
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increase user adoption
Orchestrate

Manage workflow automation steps

Our Salesforce orchestration tool helps you visualize, configure, and automate your Salesforce workflows—all without writing a single line of code.

  • Create no-code workflows 
    Build your workflows easily, letting everyone in your team contribute, without any technical background.
  • Automate the boring tasks
    Take repetitive actions off your plate and focus on what really drives your success.
  • Stay compliant
    Quickly adapt your workflows to meet new regulations and keep everything in line, never missing an important step with process orchestration tools.
  • Track and analyze
    Dive deep into your workflow performance and compliance with full audit trails.
  • Handle end-to-end flows
    Manage workflows of any length or complexity and visualize them end-to-end.
See demo
Manage workflow automation steps
Grid

Control your Salesforce data from one place

Conga Grid is a productivity tool for Salesforce optimization that allows you to create, track, and manage all your Salesforce data from one easy-to-use screen. No more jumping around multiple tabs; find everything you need in a snap.

  • Manage your pipeline
    Get a clear view of your sales process and stay focused on what matters.
  • Customize views
    Shape how you see your data to make quick, informed decisions.
  • View multiple data layers at a glance
    See various data insights together, helping you uncover trends and seize hidden opportunities.
  • Keep data clean
    Effortlessly maintain accurate records, even with a team of people updating at once.
  • Stay in the loop with Live Grid
    Receive notifications of updates from your teammates, so you always know what’s happening in real time.
  • Collaborate seamlessly with the Reading Pane
    View and edit related records, visualize data, and work together without missing a beat.
  • Onboard quickly with pre-built templates
    Get started right away with templates tailored for different roles, making it easy to choose what data you want to see.
  • Automate with ease
    Use conditional formatting to highlight critical data that needs attention, ensuring nothing slips through the cracks.
See demo
Control your Salesforce data from one place

Optimize your entire revenue lifecycle

Conga’s Salesforce optimization tools integrate our key solutions across the revenue lifecycle, helping you drive efficiency from start to finish. Together, they create a unified system that transforms every step of your workflow—from document generation to contract management and CPQ.

Automate document generation

Sync Salesforce automation solutions with our document generation tool, ensuring every quote, contract, or invoice is accurate and timely.

Integrate with Document
Streamline contract management

Align your CLM with Salesforce, creating a smooth transition from contract negotiation to execution, all while tracking compliance and approvals.

Integrate with CLM
Configure, price, and quote

Conga CPQ integrates seamlessly with our Salesforce solutions, helping you configure complex products, automate pricing, and generate quotes all from one platform

Integrate with CPQ

Ready to take your Salesforce operations to the next level?

Looking to streamline your Salesforce processes? Get a personalized demo and see how Conga for Salesforce can drive your business success.

Resources to help you enhance Salesforce functions

  • Woman using Conga software on laptop
    How to merge records in Salesforce
    Blog
    Salesforce Optimizations

    How to merge records in Salesforce

    There aren’t many maxims when it comes to database management, but I’d like to offer at least one truth: a clean database is a happy database. If you’re seeing recurring duplicates or recurring duplication of data in your Salesforce org, you aren’t going to have a happy admin or operations team.
    01/21/2020
    3 min read
    Read now
  • Man working on laptop from coffee shop
    How to choose the right Salesforce workflow
    Blog
    Salesforce Optimizations

    How to choose the right Salesforce workflow

     Automation in Salesforce. Salesforce workflow. Workflow automation. Process automation.

    These are the buzz phrases we hear when it comes to taking work that humans used to do and making it happen without them. Entire professions are built around it, and for good reason.
    10/20/2020
    3 min read
    Read now
  • Woman typing
    How to Elevate Your Role as a Salesforce Admin
    Blog
    Salesforce Optimizations

    How to Elevate Your Role as a Salesforce Admin

    The Salesforce admin role is often very task oriented. They need to drive efficiency and show positive revenue impact—but that’s easier said than done.
    11/04/2022
    4 min read
    Read now
  • Woman smiling on cell phone
    The Admin's guide to maximizing Salesforce ROI
    Guides
    Document Generation

    The Admin's guide to maximizing Salesforce ROI

    A comprehensive roadmap for Salesforce administrators looking to enhance the value of their investment, you'll gain practical insights and actionable strategies that empower you to optimize your Salesforce experience.  Learn how to streamline processes, improve user adoption, and leverage advanced features that drive efficiency.
    11/25/2024
    10 min read
    Read now
See all resources

Frequently asked questions

  • How do Conga and Salesforce work together?

    Conga’s integration with Salesforce enhances your CRM capabilities with Salesforce workflow automation. 

    Using Conga with Salesforce helps you:

    • Improve Salesforce data management for better decision-making.
    • Streamline Salesforce workflows to reduce manual tasks.
    • Save time with Salesforce business process automation.
    • Ensure that all actions happen within the Salesforce environment.

    These features let you focus more on driving revenue, without switching between different platforms.

  • Does Conga optimize other customer relationship management (CRM) software besides Salesforce?

    Conga's Salesforce optimization tools—X-Author for Excel, Orchestrate, and Grid—are designed specifically for Salesforce. However, our broader range of solutions supports business processes across other CRM platforms with:

    • Flexible automation tools that can integrate with various systems.
    • Solutions to enhance contract management, document automation, and pricing strategies.
    • Open API to integrate with any CRM or platform.
  • What other Conga products do the Salesforce optimization tools work with?

    All our solutions work together to empower your teams to close deals faster, manage revenue streams with precision, and achieve better results across your entire revenue lifecycle. Our Salesforce suite integrates with other Conga products, such as:

    • Document Automation: Create documents directly within Salesforce and collect compliant signatures.
    • Contract Lifecycle Management (CLM): Streamline the entire contract workflow.
    • Configure Price Quote (CPQ): Simplify the quoting process with accurate pricing.
  • Who could benefit from Conga Salesforce products?

    Conga’s Salesforce products benefit a wide range of teams, especially those looking to improve efficiency and collaboration:

    • Sales: Automate tasks, manage data, and close deals faster.
    • Operations: Streamline every Salesforce workflow to ensure smooth internal processes.
    • Finance: Get accurate customer and sales insights for better revenue forecasting.
    • Legal: Manage contracts more efficiently with built-in compliance features.

    Any team using Salesforce can gain value from Conga’s products.

  • How can Salesforce automation solutions accelerate the revenue cycle?

    Conga’s Salesforce automation tools help speed up the revenue cycle by:

    • Automating data updates: Keep your Salesforce records up to date without manual effort.
    • Managing workflow automation: Ensure every step in the sales process moves forward efficiently.
    • Simplifying approvals: Get faster approvals to close deals sooner.
    • Improving accuracy: Reduce errors and ensure data consistency.

    By automating these key processes, your team can close deals faster, capture revenue quicker, and reduce bottlenecks in the sales cycle.