Conga X-Author for Excel
Turn Microsoft Excel into a complete user interface for your CRM system and increase user adoption
An Excel solution for Salesforce
No matter where you are in the revenue operations lifecycle, Conga X-Author for Excel takes valuable data out of Salesforce and lets you edit, sort, and make mass updates within a familiar Excel environment. Manage and update proposal data and contract metrics.
Modify any changes needed throughout your revenue operations process within Excel and have that data automatically sync with the record in Salesforce.
Real outcomes from Conga X-Author customers
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57%
Faster programming
48%
Better data accuracy
45%
Faster business process cycle time
39%
Greater productivity
34%
Increase in Salesforce user adoption
Statistics provided by Conga customers
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Once we saw what Conga's X-Author for Excel was capable of, we knew it was a perfect fit for us. Now we use Excel as a calculation engine and the data is automatically imported into our CRM.
Aaron BiggsGlobal Sales Operations LeadMotorola Mobility -
Time and accuracy are critical to us, as even small errors in the design process can snowball into larger and irreversible errors down the line. With X-Author for Excel, our business users can use their existing complex spreadsheets to update our CRM directly, increasing our accuracy and eliminating all the manual work we had to do.
John TessandoriProcess EngineerWorld Water Works
Customer success
End-to-end support on Conga X-Author for Excel
With support from Conga Services, Conga Community, and our technical team, we’re able to support our customers and to solve any X-Author for Excel questions that come up along the way.
Conga X-Author 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.
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