Conga X-Author Enterprise improved Paypal's usability and solved issues with adoption and management

By surfacing Salesforce through Excel using X-Author, PayPal solves adoption and usability issues.

Marrying Excel and Salesforce

The PayPal IT team needed a solution to support its Salesforce users in a broad range of functions. With Conga X-Author for Excel, PayPal found a solution to connect previously disjointed Microsoft Excel processes with Salesforce so users no longer need to go back and forth between applications to input data. As a result, PayPal has improved usability and solved issues with adoption and management.

Working in Excel to collect information then going to Salesforce to do administrative work is unproductive. This marriage of Salesforce and Excel is a match made in Heaven.

Chris O’Rourke

Director, EMEA Sales Operations

Paypal