SALESFORCE AUTOMATION SOFTWARE
Turn your CRM into a revenue engine with Salesforce optimization
Conga offers a suite of Salesforce automation tools to streamline workflows, improve productivity, and increase sales
Tens of millions worth of deals closed
Manage sales, customers, and data with Salesforce automation software
Working with Salesforce data shouldn’t feel like a maze of clicks and tabs. Conga’s integration with Salesforce gives you a simpler, faster way to navigate, automate, and act on your data—all from one place.
How do I simplify data transfers between Excel and Salesforce?
Manage and update Salesforce records directly from Excel with Conga X-Author for Excel, saving time and avoiding duplication.
How can I manage complex Salesforce workflows without coding?
Build and automate Salesforce workflows end-to-end without coding with Conga Orchestrate, reducing manual work.
How do I spend less time navigating multiple screens to manage Salesforce data?
View and manage all your data from a single screen with Conga Grid, cutting down on clicks and screens.
How do I streamline complex sales processes and eliminate manual tasks in Salesforce?
Simplify data and automate workflows for faster sales with our Salesforce process automation.
Leverage Salesforce automation tools to transform your processes
Conga Orchestrate
Automate complex workflows effortlessly with process orchestration. Create no-code processes and gain insights while ensuring compliance.
- Build complex workflows without writing code.
- Automate execution and reduce manual work.
- Adapt quickly to new regulations.
- Track and analyze workflows for deeper Salesforce insights.
Conga X-Author for Excel
Boost Salesforce adoption with our Excel solution. Leverage Excel to easily manage data, create reports, and streamline quoting processes.
- Improve Salesforce adoption with Excel-friendly workflows.
- Simplify CRM data management and reporting.
- Migrate legacy data into Salesforce.
- Streamline complex quoting and calculation processes.
Conga Grid
Simplify your data management with Conga Grid. Access, sort, and act on Salesforce data from a single, streamlined view.
- Manage your pipeline with full visibility.
- Create actionable views of Salesforce data.
- Reduce time spent clicking through records.
- View and act on multiple data layers at once.
- Maintain clean, accurate data with ease.
Salesforce automation solutions for every step of your workflow
Transform your sales processes with smart Salesforce optimization tools to simplify tasks, save time, and keep you moving forward.
X-Author for Excel
Increase user adoption
Conga X-Author for Excel—a Salesforce Excel plugin— turns Microsoft Excel into a user-friendly interface. So, manage your CRM records without any hassle. Work where you’re comfortable while keeping everything secure.
- Create customizable experiences
Design your workbooks to fit your unique processes and boost user adoption. - Manage multiple objects
Handle various records across different sheets, making data management simple. - Sync parent-child records
Update related records in one go, saving extra clicks. - Work offline, anytime
Make updates whenever you need to, even without internet access, and sync up when you’re back online. - Execute quick queries and bulk updates
Run queries or make mass updates with just a click, saving you time.
Orchestrate
Manage workflow automation steps
Our Salesforce orchestration tool helps you visualize, configure, and automate your Salesforce workflows—all without writing a single line of code.
- Create no-code workflows
Build your workflows easily, letting everyone in your team contribute, without any technical background. - Automate the boring tasks
Take repetitive actions off your plate and focus on what really drives your success. - Stay compliant
Quickly adapt your workflows to meet new regulations and keep everything in line, never missing an important step with process orchestration tools. - Track and analyze
Dive deep into your workflow performance and compliance with full audit trails. - Handle end-to-end flows
Manage workflows of any length or complexity and visualize them end-to-end.
Grid
Control your Salesforce data from one place
Conga Grid is a productivity tool for Salesforce optimization that allows you to create, track, and manage all your Salesforce data from one easy-to-use screen. No more jumping around multiple tabs; find everything you need in a snap.
- Manage your pipeline
Get a clear view of your sales process and stay focused on what matters. - Customize views
Shape how you see your data to make quick, informed decisions. - View multiple data layers at a glance
See various data insights together, helping you uncover trends and seize hidden opportunities. - Keep data clean
Effortlessly maintain accurate records, even with a team of people updating at once. - Stay in the loop with Live Grid
Receive notifications of updates from your teammates, so you always know what’s happening in real time. - Collaborate seamlessly with the Reading Pane
View and edit related records, visualize data, and work together without missing a beat. - Onboard quickly with pre-built templates
Get started right away with templates tailored for different roles, making it easy to choose what data you want to see. - Automate with ease
Use conditional formatting to highlight critical data that needs attention, ensuring nothing slips through the cracks.
Optimize your entire revenue lifecycle
Conga’s Salesforce optimization tools integrate our key solutions across the revenue lifecycle, helping you drive efficiency from start to finish. Together, they create a unified system that transforms every step of your workflow—from Document Automation to CLM and Revenue & Commerce.
Automate document generation
Sync Salesforce automation solutions with our document generation tool, ensuring every quote, contract, or invoice is accurate and timely.
Streamline contract management
Align your CLM with Salesforce, creating a smooth transition from contract negotiation to execution, all while tracking compliance and approvals.
Configure, price, and quote
Conga Revenue & Commerce integrates seamlessly with Salesforce, helping you configure complex products, automate pricing, and generate quotes all from one platform
Ready to take your Salesforce operations to the next level?
Looking to streamline your Salesforce processes? Get a personalized demo and see how Conga for Salesforce can drive your business success.
Frequently asked questions
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How do Conga and Salesforce work together?
Conga’s integration with Salesforce enhances your CRM capabilities with Salesforce workflow automation.
Using Conga with Salesforce helps you:
- Improve Salesforce data management for better decision-making.
- Streamline Salesforce workflows to reduce manual tasks.
- Save time with Salesforce business process automation.
- Ensure that all actions happen within the Salesforce environment.
These features let you focus more on driving revenue, without switching between different platforms.
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Does Conga optimize other customer relationship management (CRM) software besides Salesforce?
Conga's Salesforce optimization tools—X-Author for Excel, Orchestrate, and Grid—are designed specifically for Salesforce. However, our broader range of solutions supports business processes across other CRM platforms with:
- Flexible automation tools that can integrate with various systems.
- Solutions to enhance contract management, document automation, and pricing strategies.
- Open API to integrate with any CRM or platform.
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What other Conga products do the Salesforce optimization tools work with?
All our solutions work together to empower your teams to close deals faster, manage revenue streams with precision, and achieve better results across your entire revenue lifecycle. Our Salesforce suite integrates with other Conga products, such as:
- Document Automation: Create documents directly within Salesforce and collect compliant signatures.
- Contract Lifecycle Management (CLM): Streamline the entire contract workflow.
- Configure Price Quote (CPQ): Simplify the quoting process with accurate pricing.
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Who could benefit from Conga Salesforce products?
Conga’s Salesforce products benefit a wide range of teams, especially those looking to improve efficiency and collaboration:
- Sales: Automate tasks, manage data, and close deals faster.
- Operations: Streamline every Salesforce workflow to ensure smooth internal processes.
- Finance: Get accurate customer and sales insights for better revenue forecasting.
- Legal: Manage contracts more efficiently with built-in compliance features.
Any team using Salesforce can gain value from Conga’s products.
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How can Salesforce automation solutions accelerate the revenue cycle?
Conga’s Salesforce automation tools help speed up the revenue cycle by:
- Automating data updates: Keep your Salesforce records up to date without manual effort.
- Managing workflow automation: Ensure every step in the sales process moves forward efficiently.
- Simplifying approvals: Get faster approvals to close deals sooner.
- Improving accuracy: Reduce errors and ensure data consistency.
By automating these key processes, your team can close deals faster, capture revenue quicker, and reduce bottlenecks in the sales cycle.