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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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All resources
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
Videos
Document Generation
Demo: Generate, send, and retrieve business-critical docs in under 60 seconds
What is the real cost of generating digital documents manually? How much revenue leakage is your organization experiencing from lack of streamlined document creation, generation, and management process? What about the cost of a tech stack that is working against you? Watch Conga generate business-critical documents like client summaries and i
10/29/2024
1 min watch
Analyst Report
CLM
IDC MarketScape CLM report
Today’s sales teams are under pressure to deliver results daily—but they’re often hindered by slow, manual document processes and long sales cycles.
10/23/2024
10 min read
Guides
CLM
DORA for Financial Institutions infographic
Today’s sales teams are under pressure to deliver results daily—but they’re often hindered by slow, manual document processes and long sales cycles.
10/23/2024
2 min read
Guides
Document Generation
Document automation: the ultimate buyer's guide for sales teams
Today’s sales teams are under pressure to deliver results daily—but they’re often hindered by slow, manual document processes and long sales cycles.
10/15/2024
10 min read
Guides
CLM
Digital Operational Resilience Act
With the EU’s Digital Operational Resilience Act (DORA) regulation in effect, financial institutions need to navigate challenges in managing operational risks related to third-party information and communication technology (ICT) providers.
10/14/2024
14 min read
Guides
CLM
Whitepaper summary: The power of Revenue Lifecycle Management
This whitepaper summary introduces the main concepts covered in the Conga Revenue Lifecycle Management whitepaper and explains the core differentiated value delivered by our unique approach.
10/01/2024
5 min read
Guides
CLM
The power of Revenue Lifecycle Management (RLM) whitepaper
Maximizing revenue is arguably the most direct path to driving profitable growth and so is essential to running any business. Yet while business leaders focus on investing time and resources into generating revenue, they often miss opportunities to more fully capture all the revenue that is within their reach.
09/24/2024
10 min read
Analyst Report
CPQ
Gartner Voice of the Customer report for CPQ Report
The “Voice of the Customer” is a document that synthesizes Gartner® Peer Insights™ reviews into insights for buyers of technology and services. This aggregated peer perspective, along with the individual detailed reviews, is complementary to Gartner expert research and can play a key role in your buying process.
09/17/2024
10 min read
Customer stories
CLM
CoreLogic elevatesits client service capabilities with Conga CLM
CoreLogic is an Irvine, California-headquartered global property information, analytics, and data-enabled solutions provider.
09/05/2024
3 min read