Guides

RevOps is an evolving field, crucial for aligning sales, marketing, and customer success efforts to optimize revenue generation. With the demand for skilled professionals growing, many seek guidance on navigating careers in this dynamic and relatively new field.

More than ever, legal teams have a duty to shield their organizations from unnecessary legal risk in an increasingly competitive and complex business environment. Often this risk comes in the form of lost revenue from vague contract language and rogue clauses that give away too much value.

No matter the industry, you’re likely wading through a constant deluge of documentation. Whether it’s physical paper, all electronic, or a mixture of both, the risk of getting lost in the stream is always present.

Are you or your sales team spending too much time putting together quotes, proposals, contracts, and renewals? Are most of your document generation tasks manual? If so, you’re likely experiencing some of the five most common bottlenecks known to document generation.

Why signatures matter  As the speed of business accelerates and commerce becomes increasingly complex, signatures are more important than ever.

If you’ve made it this far in your quest for a document automation solution, you already know that automating your business-critical documents can help you execute a successful day-to-day strategy by accomplishing more in less time.

For organizations looking to gain insights into their revenue lifecycle, a configure, price, quote (CPQ) system can create streamlined, automated processes that minimize manual errors, improve communication between teams, and optimize the customer experience.

A credit union's ability to provide exceptional service is crucial in attracting and retaining its members. However, if the credit union is still reliant on outdated and inefficient paper-based processes, it could be losing more than just its members.

Today, 64% of companies lack the automation capabilities needed to support their contract management processes. The problem may be even more acute in healthcare, as many organizations are lagging behind the push for greater business process efficiency.

This is a comprehensive overview of the security measures implemented within Conga's solutions. It outlines the various layers of protection, such as encryption, access controls, and vulnerability management, ensuring that sensitive data remains secure from unauthorized access, cyber threats, and potential breaches.

Having tools that can integrate with each other when moving from securing the sale to completing the sale is crucial for customer satisfaction, deal success, and employee satisfaction.

Bringing a CPQ tool into any business is a huge undertaking -- knowing where to start in this process can be the hardest part. 

Breaking the CPQ implementation process down into bite-sized bits of information, as we’ve provided here, will help you create a roadmap that garners support and secures executive buy-in.