Automate any and every process
Successful revenue lifecycle management requires processes and workflows that need to be followed and repeated to scale your business. These tedious and manual tasks can be filled with errors, segmented, and can slow down your time to revenue. You can use Orchestrate to automate these complex processes so that you can close deals faster, grow your business, and focus on your customers.
Conga Orchestrate features
Starts and runs automatically
Automatically start your workflow and processes once set conditions are met within your Salesforce record.
Increased process visibility
Follow your process with easy-to-view workflow swim lanes.
No need for IT
No-code edits make it easy to modify your flow.
Place validation rules to make sure you can’t move forward in the process until certain conditions are met.
Advanced process analytics
Track upcoming tasks in the workflow so you can measure workload for individuals in the future.
Simplify and automate with Conga Orchestrate
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Tasks can be built into an Orchestrate workflow
Of offers can be automatically approved
Saved each week through workflow automation
Minutes to get set up and running with Orchestrate
Seconds needed to auto-start an Orchestrate workflow
Statistics provided by Conga customers
See what customers say about Conga Orchestrate
Product Reviews by Product
New to the system but so far so good
"Ease of building workflows and triggering automation"
Revolutionized our Business
"Orchestrate frees up space in your brain. Creating a process for the easy things means you don't have to think about them anymore. You can use that space to do far more important things. Then, build processes for those too. It's a glorious cycle."
Workflow Orchestration of Salesforce CRM with Conga Orchestr...
"Conga Orchestrate is great when it comes to being flexible and intuitive for managing CRM database. It ensures that the data feed is always updated and accurate for our business insights. It also offers a transformative platform to develop my productivity which results in structured documentation and customer satisfaction."
The biggest benefit from Orchestrate is that we follow the same steps every time and never have to worry about anything falling through the cracks, or anybody going rogue and doing it a different way.Lars PhillipsLead AdvisorAvier Wealth Advisors
After implementing Conga, we essentially had an end-to-end sales process managed seamlessly within Salesforce, that didn't exist before...not even a year later, the impact on the business and the visibility that exists because we now have a complete end-to-end process is unreal. Leslie CarriganVP of Sales TransformationPatientPoint
End-to-end support on Orchestrate
With support from Conga Services, Conga Community, and our technical team, we’re able to support our customers and to solve any Conga Orchestrate questions that come up along the way.
Conga Orchestrate plays well with others.
Conga’s products are purpose-built to work together seamlessly, so you can automate and streamline commercial operations end-to-end.
Conga Orchestrate FAQs
What is Conga Orchestrate?
Conga Orchestrate is a workflow automation engine built for Salesforce. Its visual, no-code builder lets you compose complex processes involving both human work and automation.
Why is Conga Orchestrate helpful?
Conga Orchestrate empowers teams to automate any and every process. Easily visualize, configure, automate, and manage even the most complex workflow automations in Salesforce, so you can close deals faster, grow your business, and focus on your customers.
What problem does Conga Orchestrate solve?
Conga Orchestrate solves a variety of problems related to complex workflows. Without a tool like Orchestrate, organizations typically rely on institutional knowledge to guide their complex business processes and train new employees on these workflows. Unfortunately, institutional knowledge is imperfect, which often leads to missed steps, inconsistent training, and a lack of visibility into organizational processes.
How does Conga Orchestrate streamline workflow automation?
Conga Orchestrate lets you easily build and manage workflows within your Salesforce instance with:
- Built-in steps between manual and automated approvals
- Visual insights to show where a process or approval sits
- Valuable data insights to identify common roadblocks and trends
- A full audit trail for your records
- No-code edits to easily modify your flow without IT assistance
Who could benefit from Conga Orchestrate?
Conga Orchestrate is a valuable tool for any company that deals with complex workflows and business processes—and wants to optimize those processes. Workflow automation makes new employee training easier, reduces risk through increased process consistency and full audit trails, and improves productivity by helping to identify roadblocks and manage workload.