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Document automation supports growth for Cooperative Finance Association
The Cooperative Finance Association’s agricultural customers aren’t start-ups with standard corporate protocols. They are second, third, and fourth generation family-owned companies who tend to do things the way they have always been done. CFA has close relationships with these customers, working with some of them for 20 or even 30 years. “Customer service is our product,” says Doug Richards, Senior Vice President and Chief Technology Officer (SVP; CTO) at CFA. “That's where we excel and that's what our reputation is built on.”
12/14/2024
1 min read
Guides
CLM
CLM RFP template
When it comes to selecting the right CLM solution, an RFP can be your best asset for making an informed decision. With hundreds of vendors in the market, knowing how to evaluate them on factors that truly matter to your business is critical.
10/31/2024
2 min read
Guides
Document Generation
Document automation software features: buyer's guide for IT
Today’s IT leaders are under pressure to ensure their organizations are secure, efficient, compliant, and cost-effective—and that means having the right technology in place.
10/31/2024
10 min read
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Videos
CLM
Success with Conga: Preferred Hotels
Preferred Hotels used Conga Contracts to replace outdated, ineffective software to create an end-to-end revenue management system. Through quarterly audits and historical reports, they were able to locate and recover previously missed billing funds. As a result, the company achieved 100% return on its Conga investment in just one year.
10/10/2020
3 min watch
Videos
Document Generation
Success with Conga: PensionBee
In highly regulated industries, you need to be sure that required documentation is created accurately and delivered on time, every time. Conga solutions let you minimize human error by automating document generation and delivery, through a seamless integration with your CRM.
01/21/2021
4 min watch
Videos
Document Generation
Success with Conga: PatientPoint
Reimagine your revenue operations with Conga’s end-to-end solutions to reduce time spent on manual processes, on reworking agreements, and on finding incomplete documents.
01/21/2021
5 min watch
Videos
Document Generation
Success with Conga: Natterbox
By implementing Conga Composer and Conga Sign, Natterbox said goodbye to multiple products and moved to one seamless solution. Watch the video to learn how Natterbox’s search for a scalable, Salesforce-integrated solution lead them to Conga.
10/10/2020
3 min watch
Videos
Document Generation
Success with Conga: Landmark Trust
With so many documents to send taking up valuable time, Landmark Trust needed a solution that was timely and reliable. Watch the video to learn how they transformed their processes.
10/10/2020
5 min watch
Videos
Document Generation
Success with Conga: Laing O'Rourke
Laing O’Rourke, a construction company, uses Salesforce to track their customer relationships and opportunities. This means creating huge amounts of documents for approvals and tracking. Learn how Laing O’Rourke uses Conga Composer to create corporate documents that are aesthetically pleasing and consistent in design by watching our video.
10/10/2020
2 min watch
Videos
Document Generation
Success with Conga: BCD Travel
See how BCD Travel aggregates their data and manage their client relationships with Conga’s solutions. Watch the video to learn more.
01/01/2020
2 min watch
Videos
Document Generation
Success with Conga: Autism CRC
Manual paper-driven processes were overwhelming Autism CRC employees, causing them to work after hours and on weekends to try to keep up.
10/10/2020
4 min watch
Videos
Document Generation
Success with Conga: Allianz Care
As an insurance company, Allianz Care produces a lot of documentation. Manual, cumbersome processes were slowing them down and taking time away from value-added tasks. Using Conga Composer and Conga Grid, Allianz Care can now extract their Salesforce data to create comprehensive documents.
10/10/2020
3 min watch
Videos
Salesforce Optimizations
Conga Grid overview
If your company’s data isn’t up to date, you risk costly mistakes that jeopardize productivity and growth. Conga Grid provides you with a 360-degree view of your data on a single grid, so you’ll get clean, up-to-date results every time.
10/10/2020
2 min watch
Guides
CLM
Conga Microsoft Dynamics 365 Integration data sheet
10/10/2020
5 min read
Guides
CPQ
Conga Promotions data sheet
10/10/2020
5 min read