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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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Guides
CLM
Conga invoice and billing management guide
Manual billing processes are slow, inconsistent, and allow for human error. Transform your customers’ experience with automated billing. Simply build, send, and track invoices all in one place. Each invoice is delivered on time and error-free, with consistent branding.
07/07/2022
3 min read
Guides
Document Generation
Onboarding customers with Conga eBook
Stop wasting resources and time on outdated templates or on manual data input when onboarding new customers. Shrink your margin of error and onboarding time with automated data retrieval and a more seamless document merge process.
07/07/2022
3 min read
Guides
Document Generation
Pipeline management and forecasting guide
Maximizing sales performance means working together as one cohesive unit. To do that, everyone needs access to the same data, in real time. Boost efficiency and ensure your team has the accurate data it needs to align goals and focus attention where it’s needed most.
07/07/2022
3 min read
Customer stories
Document Generation
William Penn Foundation streamlines distribution of $150M grant funds with Conga Composer
The William Penn Foundation is a philanthropic foundation dedicated to improving the quality of life for citizens of the Greater Philadelphia region through increasing educational opportunities for children from low-income families, ensuring a sustainable environment, and fostering creativity.
06/30/2022
4 min read
Guides
Lucid Chart case study
Lucid used Conga Contract Intelligence to exact all of their important, data-driven elements for over 500 contracts. In the process, they streamlined contract management and optimized performance to bring end-to-end visibility to every single contract.
06/27/2022
5 min read
Guides
Document Generation
Conga renewal management guide
Renewing your contracts is vital for your business and for ensuring your customers’ long-term happiness with your solutions. Late, missed, or error-filled renewals stemming from manual processes can prevent you from delivering the best experience possible to your customers.
06/27/2022
4 min read
Guides
CPQ
Protect every revenue opportunity guide
As a sales leader, driving revenue is your top priority—but getting deals across the finish line is no small task. Everyday obstacles like contracting delays, quoting errors, and pricing complexity can drive customers away and threaten revenue opportunities.
06/15/2022
3 min read
Guides
Document Generation
7 steps to automate your revenue process
When it comes to implementing business automation, the upfront commitment can be daunting. Give your sales team the power to execute deals more effectively while improving efficiency and productivity—all by automating your revenue process.
06/14/2022
14 min read
Customer stories
Document Generation
Easy Legal Finance benefits from time savings and enhanced control and visibility
The Easy Legal Finance Group of Companies is a specialty lender focused on providing credit solutions to the legal sector, including its clients and service providers involved in their cases.
06/07/2022
3 min read
Guides
CLM
Contract Lifecycle Management for clinical trials data sheet
Clinical trials require a wide variety of contracts and agreements across numerous geographies, therapeutic classes, and trial stages. Conga CLM is built to automate even the most complex contracting processes and manage the challenges that can slow down clinical trials and delay approvals.
05/26/2022
5 min read
Guides
CLM
LegalTech Publishing evaluates Conga contract solutions
For years, contract management software has been an important asset for in-house counsel and legal operations teams. That’s even more true in today’s environment of remote work, as legal teams are expected to do more with fewer resources.
05/17/2022
6 min read
Customer stories
Document Generation
Homeless Link streamlines its COVID-19 Homelessness Response Fund with Conga
Challenge With around 800 members, Homeless Link is a membership charity organization that works with the homelessness sector to improve services and campaign for policy change to end homelessness. It also works with the Government to improve the policies that affect people experiencing homelessness.
04/18/2022
2 min read