Data and Process Automation
Conga X-Author for Excel
Get more out of your CRM system
Improve efficiency and cut manual CRM processes
With Conga X-Author for Excel, turn Microsoft Excel into a complete user interface for your CRM system. Save hours of administrative work by automating manual processes while still maintaining the permissions, rules, and security of your CRM system.
Achieve 100% CRM user adoption
Dramatically boost productivity and user adoption using Excel as an interface for CRM. Quickly update opportunities, forecasts, or campaigns in Excel then sync changes automatically to your CRM with a single click.
Act on data up to 80% faster
Migrate data for any number of objects simultaneously without worrying about duplicate records. You can also quickly run full or partial master data loads across functions and orgs to keep your complex data in sync.
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.
Dig a little deeper
Manage Contracts
Gartner’s 2020 Magic Quadrant for Contract Lifecycle Management
40 min read
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