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Customer stories
Salesforce Optimizations
Document automation supports growth for Cooperative Finance Association
The Cooperative Finance Association’s agricultural customers aren’t start-ups with standard corporate protocols. They are second, third, and fourth generation family-owned companies who tend to do things the way they have always been done. CFA has close relationships with these customers, working with some of them for 20 or even 30 years. “Customer service is our product,” says Doug Richards, Senior Vice President and Chief Technology Officer (SVP; CTO) at CFA. “That's where we excel and that's what our reputation is built on.”
12/14/2024
1 min read
Guides
CLM
CLM RFP template
When it comes to selecting the right CLM solution, an RFP can be your best asset for making an informed decision. With hundreds of vendors in the market, knowing how to evaluate them on factors that truly matter to your business is critical.
10/31/2024
2 min read
Guides
Document Generation
Document automation software features: buyer's guide for IT
Today’s IT leaders are under pressure to ensure their organizations are secure, efficient, compliant, and cost-effective—and that means having the right technology in place.
10/31/2024
10 min read
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Videos
Document Generation
Eliminate hassles and headaches with Conga Composer
Manual document creation is often labor-intensive, time-consuming, and prone to mistakes, creating hassles for your teams and frustration for your customers. Conga Composer automates virtually every aspect of document generation, eliminating the excessive time your team spends creating, updating, and fixing documents.
01/15/2021
1 min watch
Videos
Salesforce Optimizations
Work 5x faster with Conga Grid
Ever wonder how much time you waste toggling back and forth between data lists in Salesforce—time you could be spending on sales and growth opportunities? With Conga Grid, you have the power to manage all you data in one place—helping you work up to 5 times faster, without sacrificing the quality of your data.
11/04/2020
1 min watch
Videos
Document Generation
Transform your documents and your business
Conga’s document generation products help you meet your customers’ expectations while minimizing confusion, reducing mistakes, and accelerating your sales cycle. Watch the video to learn how you can use Conga’s tools to create beautiful, consistent, data-driven documents and reports with a single click.
01/19/2021
2 min watch
Guides
Salesforce Optimizations
Conga Orchestrate data sheet
Managing content is not enough: the need to automate
WCA involves complex document processes including assembly, routing, integration, and workflow both upstream and downstream from the decision, approval, or signature. WCA has until recently only been focused on the early stages of content creation.
WCA involves complex document processes including assembly, routing, integration, and workflow both upstream and downstream from the decision, approval, or signature. WCA has until recently only been focused on the early stages of content creation.
10/10/2020
2 min read
Videos
Document Generation
Think differently with Conga
Managing multiple documents and workflows leaves your organization vulnerable to mistakes and inefficiencies. Choose end-to-end business automation to say goodbye to the wasted hours your team spends waiting for signatures and managing documents.
01/19/2021
1 min watch
Guides
Salesforce Optimizations
Conga Grid data sheet
Managing content is not enough: the need to automate
WCA involves complex document processes including assembly, routing, integration, and workflow both upstream and downstream from the decision, approval, or signature. WCA has until recently only been focused on the early stages of content creation.
WCA involves complex document processes including assembly, routing, integration, and workflow both upstream and downstream from the decision, approval, or signature. WCA has until recently only been focused on the early stages of content creation.
05/06/2020
2 min read
Guides
CLM
Conga Contracts data sheet
Managing content is not enough: the need to automate
WCA involves complex document processes including assembly, routing, integration, and workflow both upstream and downstream from the decision, approval, or signature. WCA has until recently only been focused on the early stages of content creation.
WCA involves complex document processes including assembly, routing, integration, and workflow both upstream and downstream from the decision, approval, or signature. WCA has until recently only been focused on the early stages of content creation.
10/10/2020
3 min read
Analyst Report
Document Generation
Aragon Workflow and Content Automation Globe 2020
Managing content is not enough: the need to automate
WCA involves complex document processes including assembly, routing, integration, and workflow both upstream and downstream from the decision, approval, or signature. WCA has until recently only been focused on the early stages of content creation.
WCA involves complex document processes including assembly, routing, integration, and workflow both upstream and downstream from the decision, approval, or signature. WCA has until recently only been focused on the early stages of content creation.
10/10/2020
35 min read
Customer stories
Document Generation
Oodle Car Finance generates essential documents instantly thanks to Conga Composer
Challenge
Launched in 2016, Oodle Car Finance provides a complete, end-to-end car buying experience, with personalized service and support. As a thriving business with a rapidly growing customer base, the company was producing increasingly large amounts of data and paperwork.
Launched in 2016, Oodle Car Finance provides a complete, end-to-end car buying experience, with personalized service and support. As a thriving business with a rapidly growing customer base, the company was producing increasingly large amounts of data and paperwork.
01/11/2021
3 min read
Customer stories
Document Generation
PatientPoint prescribes Conga to process contracts 9x to 10x faster
Challenge
PatientPoint works with over 1,000 hospitals and 50,000 medical practices in the country to aid with point-of-care solutions to improve every interaction a patient has with his or her doctor.
PatientPoint works with over 1,000 hospitals and 50,000 medical practices in the country to aid with point-of-care solutions to improve every interaction a patient has with his or her doctor.
01/11/2021
1 min read
Customer stories
Document Generation
RingLead dramatically increased sales efficiency with Conga Composer
RingLead is a salesforce.com ISV partner that provides data quality applications (with an emphasis on duplicate removal and prevention) to users of Salesforce CRM.
01/11/2021
2 min read
Customer stories
Document Generation
With one button click, New York State Health Foundation creates vital documents
Challenge
The New York State Health Foundation (NYSHealth) awards 50 to 60 grants every year to projects that have the potential to improve health within the state. For each grant, the grants management department created a grant agreement package by manually entering data from Salesforce® into Word® documents.
The New York State Health Foundation (NYSHealth) awards 50 to 60 grants every year to projects that have the potential to improve health within the state. For each grant, the grants management department created a grant agreement package by manually entering data from Salesforce® into Word® documents.
01/11/2021
1 min read