Customer Story

Fiserv

Fiserv automates executive briefs and helps close $1M+ deals with Conga Composer.

Open Solutions, now Fiserv, provides collaborative, enterprise core account processing technology for banks, thrifts and credit unions, along with a full range of surround solutions.

Challenge

Fiserv provides technology and services to 5,800 banks and credit unions. Fiserv’s executive team conducts 75 high-level briefings each year for key accounts with deals valued over $1,000,000. Prior to Conga Composer, the sales team spent nearly an hour per executive brief to prepare the busy leadership for each key meeting.

Solution

  • Conga Composer automates the completion of the executive briefs
  • Reps press one button to pull Salesforce® account, opportunity and contact data together into a formatted executive briefing report in Word®. Reps can then easily make needed edits

Results

  • High priced sales reps save nearly an hour for each briefing report
  • The standardized template ensures executives are prepared for key meetings
  • Busy executives have a comprehensive document they can read on the go

“Conga Composer let us standardize our executive briefing reports. Now our execs get the full story on an account before a key meeting, and our reps don’t have to re-key lots of data. Every day, I think of more ways this application can help us. This is just one example.”

Jane Isaac | Director of Sales Operations

See for yourself.

Websites are full of words that tell you things. And that’s great. But sometimes you just need to see how stuff works. So we made a demo for those occasions. We’d love to show it to you.