CollegeTracks is changing communities by giving low-income and first-generation college students the financial aid and support they need to attend universities where they can succeed. Their organization runs on data, using over 400 custom and standard Salesforce fields to identify data points that are used to maximize student success.
Before adopting a Conga solution, teachers were required to pull 36 Salesforce reports, twice monthly. This process was manual, prone to error, and time-consuming, especially for an already limited staff. CollegeTracks implemented Conga Composer® to automatically merge query values into an Excel summary report that now determines key data points for them. They have streamlined their process from about 100 steps for all 48 data points (2-3 manual steps each) to just a few clicks. Now, CollegeTracks has an efficient data measuring system, greater depth of reporting, and their teachers can devote their time and energy to the students rather than focusing on administrative tasks.