What are Conga CPQ and Conga CLM?

Conga CPQ (Configure, Price, Quote) and Conga CLM (Contract Lifecycle Management) are natively integrated Salesforce applications that let sales teams configure pricing, generate quotes, and manage contracts — including drafting, redlining, and approval — without leaving the CRM.

How did Clarivate use Conga CPQ and Conga CLM to streamline commercial operations?

Clarivate, a leading provider of data intelligence and insights, had business segments with distinct workflows that a single, undifferentiated configuration couldn't support. With Conga CPQ and Conga CLM natively integrated into Salesforce, each segment now works inside one CRM tailored to its products, services, and strategy, eliminating the manual workarounds and outside tools sales teams relied on before.

What results has Clarivate seen since implementing Conga CPQ and CLM?

Clarivate created a faster, cleaner path from quote to order, eliminated manual workarounds, and improved ERP data quality through streamlined upstream processes. Legal, sales, and order management teams now benefit from more aligned commercial operations, with Conga CLM keeping contracts moving through drafting, redlining, and approval inside the CRM.

Clarivate Streamlines Commercial Operations with Conga

Table of contents

Business Outcomes

1 CRM for sales teams

Eliminated manual workarounds

Streamlined upstream processes to improve ERP data quality

Created a faster, cleaner path from quote to order

Clarivate Streamlines with Conga CPQ and CLM

Challenge

When every team shares the same tools and the same setup, "one size fits all" quickly becomes "one size fits none."

That's what Clarivate, a leading provider of data intelligence and insights, ran into. Its business segments had distinct workflows, but a single, undifferentiated configuration couldn't flex to meet them. Manual workarounds piled up, and sales teams often relied on tools outside of the CRM when they needed to run a specialized strategy.

Solution

Clarivate's sales teams no longer bounce between systems to get what they need. With a native integration into Salesforce, Conga CPQ and Conga CLM work together inside a single CRM tailored to each segment's products, services, and strategy.

I’m a big believer that if you’re in sales, you should only have one CRM to go into, and that CRM should have everything you need embedded into it.

John Creswell

Sr. Director of Software Engineering @ Clarivate

With this foundation in place, Clarivate is already seeing commercial process improvements across sales, legal, and order management teams.

Results

The impact spans the organization. Legal, sales, and order management teams all benefit from a faster, cleaner path as their commercial operations become more aligned. And when data flows into their ERP systems, it arrives in better shape.

For the team at Clarivate, the bigger principle is simple: sales teams should live in one CRM, and that CRM should have everything they need. No toggling between tools. No exporting to Excel for pricing approvals. Conga CPQ brings all that in-house, while Conga CLM keeps contracts moving through drafting, redlining, and approval without leaving the CRM. Both products are configurable to Clarivate's needs today and flexible enough to adopt new functionality from Conga's roadmap without heavy custom coding.

About the client:

Clarivate

Information Services

London, United Kingdom

Products used:

Conga CPQ

Conga CLM (for Salesforce)

Clarivate is a leading global provider of transformative intelligence. They offer enriched data, insights & analytics, workflow solutions and expert services in the areas of academia & government, intellectual property and life sciences & healthcare.

FAQs

What are Conga CPQ and Conga CLM?

Conga CPQ (Configure, Price, Quote) and Conga CLM (Contract Lifecycle Management) are natively integrated Salesforce applications that let sales teams configure pricing, generate quotes, and manage contracts — including drafting, redlining, and approval — without leaving the CRM.
How did Clarivate use Conga CPQ and Conga CLM to streamline commercial operations?

Clarivate, a leading provider of data intelligence and insights, had business segments with distinct workflows that a single, undifferentiated configuration couldn't support. With Conga CPQ and Conga CLM natively integrated into Salesforce, each segment now works inside one CRM tailored to its products, services, and strategy, eliminating the manual workarounds and outside tools sales teams relied on before.
What results has Clarivate seen since implementing Conga CPQ and CLM?

Clarivate created a faster, cleaner path from quote to order, eliminated manual workarounds, and improved ERP data quality through streamlined upstream processes. Legal, sales, and order management teams now benefit from more aligned commercial operations, with Conga CLM keeping contracts moving through drafting, redlining, and approval inside the CRM.