Salesforce Automation Tools: Increase Productivity & Sales

Automation at every step

Get more done with solutions made to work in Salesforce. Conga’s Salesforce optimization products integrate seamlessly into workflows, transforming how you conduct business—making you more productive, efficient, and reliable. Easily sort and manage data to create fast, accurate quotes and proposals with increased visibility. Automate your approvals to streamline contracts for a Revenue Advantage.

Salesforce productivity & automation solutions

Conga Grid

Conga Grid is a productivity tool within Salesforce that allows users to view, sort, and manage batches of data from a single screen.

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Conga Orchestrate

Easily configure, automate, and manage multiple complex workflows and processes with Conga Orchestrate. Create repeatable processes in Salesforce, no coding required.

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Conga Approvals

Automate revenue-critical workflows with Conga Approvals for a better employee and customer experience.

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Conga X-Author for Excel

Automate manual processes and save hours on admin work with Conga X-Author for Excel, turning Microsoft Excel into a complete user interface for your CRM system.

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Automating the revenue operations processes

Conga works seamlessly within Salesforce, giving you one cohesive place to get work done quicker and easier.

10x

more productive

+

10x

more productive

Boost team efficiency when sorting and configuring multiple sources of data within Salesforce.
35% faster

when closing deals

+

35% faster

when closing deals

Time is money. Get your proposals in front of customers instantly with Conga’s automated approvals for pricing, discounting, promotions, contract terms, agreement clauses, and more.
21% decrease

in rogue discounting

+

21% decrease

in rogue discounting

Monitoring data and discount parameters within Salesforce has never been easier. Create strict discounting rules so that revenue is more predictable and profitable. Conga ensures the right stakeholders know how each deal is done.

Conga Grid allows us to perform data updates which fire off automated responses that make the system incredibly clever. And that’s excellent, that the Clarins teams can just do that with the click of a button. It makes it all look like magic. As well as saving tens of thousands of clicks.

John Backhouse

Salesforce Solution Architect

Clarins

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As new projects get up and as people are getting out there and doing their work, they’re going to spend much less time on the administrative aspect and a lot more of their time being effective researchers on the projects that really matter to them. We’ve had researchers who have said that they’ve got their weekends back.

Wojciech Nadachowski

Chief Operating Officer

Autism CRC

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Working in Excel to collect information then going to Salesforce to do administrative work is unproductive. This marriage of Salesforce and Excel is a match made in Heaven.

Chris O’Rourke

Director, EMEA Sales Operations

Paypal

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Optimize your Salesforce workflow for a Revenue Advantage. Automate your revenue lifecycle today. Learn how Conga can help.

Conga + Salesforce FAQs

How does Conga optimize Salesforce?

Conga helps you create a faster, more productive Salesforce experience. Automate processes like pipeline and contract management, invoicing and billings, and renewals. Simplify your work and create a more productive and efficient Salesforce experience.
Do these products optimize other CRMs besides Salesforce?

No, our Salesforce optimization products were built on Salesforce for Salesforce users. The similar user interface to Salesforce makes user adoption and onboarding easier. Our goal is to make you feel like you’re using Salesforce the entire time while experiencing more productivity in the CRM.
What other Conga products do the Salesforce optimization products work with?

All of them. These products are meant to work alongside products such as Conga Composer, Conga CLM, Contracts for Salesforce, and Conga CPQ. If you want to optimize your employee and customer experience, then these products are the ones for you.
Where do I learn more about your Salesforce optimization products?

Check out our product pages for Conga Grid, Conga Orchestrate, Conga Approvals, and Conga X-Author for Excel to learn more about our Salesforce optimization products. Or schedule a demo with our team to see how these products will boost your business.