Ultimate guide to getting management buy-in for document automation software 

5 min read

Finding the right software is only half the battle. That’s why we created this easy-to-follow toolkit to guide you in your quest toward securing management buy-in.

In this download we'll cover:

A guided roadmap for identifying key decision makers and shaping the conversation
A checklist of steps to take prior to meeting with your leadership
A templatized presentation deck to streamline your pitch preparation
Research, resources, and information on how document automation impacts revenue for businesses

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If you’ve made it this far in your quest for a document automation solution, you already know that automating your business-critical documents can help you execute a successful day-to-day strategy by accomplishing more in less time. Technology changes so fast that it can be difficult to keep up, but that also means that there are more solutions available than ever before. As companies struggle to hit goals and impact revenue, many teams may find themselves working longer hours and taking on more work.   

Implementing a document automation solution is a big investment—and company leadership may not fully understand the challenges your team is facing. So how do you get your managers to buy in on document automation? Sometimes the hardest part of this process is knowing where to start. That’s why we’ve developed this easy-to-follow toolkit with 5 key milestones to guide your quest toward management buy-in for document automation. 

Conga 5 Milestones for Getting Management Buy-In

Adopting new technology can be daunting because so many processes and people are involved. It takes careful planning and demonstrating the needs of many to the decision makers. Hear from some of our customers on how Conga Composer transformed their business operations.  

See how Conga has helped over 10,000 happy customers impact business operations and generate revenue for their organization.