Eliminated data silos
Jack Henry wins Inspire Award for Buyer Experience
The Buyer Experience Awards honors an organization delivering fast, confident and consistent buying experiences that reinforce company values and business goals.
Each year, the Conga Inspire Awards recognize organizations and individuals that embrace innovation to lead impactful commerce optimization initiatives. Spanning a variety of categories, the Inspire Awards highlight achievement in Buyer Experience, Momentum, Transformation, Commerce Excellence, and more.
The Buyer Experience Award is designed to honor an organization that delivers clear, confident, and consistent buying experiences where speed, trust, and execution reinforce company values and goals. Let’s meet this year’s winner.
Jack Henry is a financial technology company dedicated to strengthening the connections between people and their financial institutions. Through technology and services that reduce the barriers to financial health, Jack Henry empowers communities to achieve financial freedom.
To support this mission, Jack Henry’s Sales Technology team manages Salesforce and Conga applications that enable seamless quoting and contracting across the organization. As the business and portfolio continued to grow, the team recognized the need to simplify increasingly complex sales processes—both to support internal teams and to deliver a more cohesive experience for customers.
Accelerated sales cycles
Improved pricing accuracy
Enhanced sales productivity
Elevated the customer experience
Challenge
Before expanding its use of Conga, Jack Henry managed pricing and configuration through a mix of spreadsheets, forms, and varied team workflows. Deal data was spread across multiple systems, requiring manual coordination—especially for complex, multiproduct opportunities. These disconnected steps made collaboration harder, slowed deal progress, and created inconsistencies in the agreements customers received.
While CPQ was already in place, usage differed across teams, which meant processes weren’t fully unified. In some cases only one user could work in a cart at a time; in others, teams relied on external records to complete deals. Jack Henry saw an opportunity to bring these activities together into a more connected, scalable, and efficient commerce process.
Solution
Jack Henry implemented Conga solutions to standardize quoting, reduce errors, and enable collaboration across sales operations, product, and legal teams.
With Conga CPQ, the team replaced spreadsheet-based pricing with automated cart functionality, nested bundles, and rule-driven pricing. These capabilities reduced manual errors, enforced consistency, and transformed a complex quoting process into a scalable, repeatable workflow.
To further address cross-team complexity, Jack Henry introduced Conga Quote Collaboration. This allowed multiple product and sales teams to work together within a single deal while sales operations coordinated the process. As Sales Technology Advisor Erin Bezozo noted, Quote Collaboration makes the process “much more unified” for users—enabling teams to contribute simultaneously without creating separate carts or contracts.
Results
Conga solutions delivered meaningful improvements in sales efficiency, accuracy, and customer experience.
By standardizing pricing and configuration with Conga CPQ, Jack Henry eliminated manual pricing errors and reduced the risk of revenue leakage. Automated business rules improved price realization and ensured consistency across quotes—even as deal complexity increased.
Quote Collaboration significantly accelerated deal velocity by allowing multiple product groups to configure simultaneously within a single opportunity. Internal teams—including sales operations, product groups, and legal—now collaborate on one cohesive deal rather than managing multiple records and contracts.
For customers, these changes translated into a simpler, more professional buying experience. Instead of receiving multiple agreements at different times, customers now receive one cohesive eSignature package—reducing friction and speeding time to close.
Together, these improvements have enabled Jack Henry to:
- Eliminated silos by unifying sales and product teams around a shared quoting process
- Accelerate sales cycles through automation and parallel collaboration
- Improve accuracy and pricing consistency without relying on manual validation
- Enhance sales productivity by freeing up teams to focus on strategic selling
By unifying people, processes, and technology, Jack Henry has created a scalable sales foundation that supports growth—while delivering a smoother experience for both internal teams and customers.