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
A Must Have
"Not sure why this isn't a standard package for Salesforce!! Literally could not run our business on the Salesforce platform without this tool. Keep up the great work Conga!"
It's like flows in SF, but sane!
"Caveat to this, SF is improving their offerings all the time and flows is a big improvement over process builder, but Conga orchestrate is a much easier to use solution for creating workflows and approvals"
Workflows are better now!
"We've been using Orchestrate since it was process composer so we've been loyal. The business processes we create in Salesforce make sense and now we can use checklists which is my personal favorite feature."
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.