Improve the revenue lifecycle with automation
Don’t take our word for it—our customers tell us every day what a massive improvement our solutions have made for their teams.
When it comes to revenue operations, documents propel each stage of the process forward, influencing every team and customer interaction. Conga’s automated solutions provide real-time notifications, tracking, and analytics with unparalleled speed and accuracy to give you maximum value out of every document, every time.
Reduce errors and improve customer communications by automating your document processes with fully customized templates you can create in a snap.
Don’t take our word for it—our customers tell us every day what a massive improvement our solutions have made for their teams.
Conga and Salesforce work together seamlessly so you can take care of all your business in one place from one source of truth. You can use Conga within your existing Salesforce platform to get work done quickly and easily, leaving more time to focus on your customers and prospects.
Sometimes seeing is believing. We’re happy to tell you all about our solutions and how they work. Schedule a free trial and see the power—and simplicity—of our document generation solution.
Automated document generation allows for effective contract and lifecycle management. You can produce meaningful business outcomes like increased productivity, integration, visibility, and growth by automating your document creation and management workflows. Eliminating manual document tasks can reduce errors and result in better tracking and customer communication, ultimately boosting your revenue lifecycle management system.
We have identified seven documents that, through automation, can lead to better overall business success:
Standard reports
Sales proposals
Contracts
Account plans
Project report cards
Invoices
Renewals and business reviews
Automating these key documents can help you save your company time and resources, allowing you to increase your win rates and shorten your time to revenue.
Consistent documentation is key in creating brand recognition and building trust with customers. Through automation, you can control the creation of your templates and create a consistent use of your company’s brand in your documents. Fully customized templates allow you to increase volume and scale your document generation as your business grows.
Workflow automation software allows you to connect all essential areas of your business that are critical to your success. Bring your revenue lifecycle management together in one system to streamline communication, boost customer satisfaction, and energize your processes.
With workflow automation software, you have visibility into each area of your operations, allowing you to automate your critical processes like document generation, quotes, proposals, data gathering, contracts, and more.