Conga: Data, Documents, Contracts, Reports and much more
Take Salesforce to the next level with Conga
Oh I get by with a little help from my friends …
There’s truth in those lyrics. The Beatles were on to something. Every successful person knows that surrounding yourself with the right people is essential to making stuff happen.
At Ceterna Group, we see it everyday.
In addition, we work with companies from all industries that need some help optimising their Salesforce solutions. They get friends like Ceterna to help them tailor Salesforce to their IT systems, business processes and overall priorities.
Ceterna does the same. Just look at Conga, a good friend we rely on to take Salesforce to the next level by making it more responsive, effective and flexible.
Yes, it’s true – Ceterna gets by with a little help from our friends.
Conga: Data, Documents, Contracts, Reports
Conga enhances the Salesforce experience by giving you better control over your data, documents, reports and contracts.
The product suite – ActionGrid, Composer, Novatus and Courier – draws information from Salesforce records and transforms the data into actionable items such as reports, contracts or other documents.
Moreso, let’s look at what Conga offers.
ActionGrid – Accelerating your CRM starts with good data management. ActionGrid allows you to turn the Salesforce data lists into a spreadsheet-like format so you can edit, preview and filter the data on an easy-to-use interface.
Composer – Conga Composer makes document creation smoother. Many large organisations are data-driven and draw from hundreds of data fields to create documents such as:
- Purchase orders
- Work orders
- Other forms
Using Excel to create these forms takes significant time and energy.
With Conga Composer, you can create customised templates, and skip over the manual data input by using real-time data retrieval to automatically insert the data fields, and data can be merged from the Salesforce Classic or Lightning interfaces.
Novatus – Conga Novatus is a comprehensive contract management solution – better known as CLM (contract lifecycle management) this tool allows you to administer all aspects of the contract lifecycle – the generation, distribution and storage. The platform facilitates all types of contracts, including:
- Sales contracts
- Business contracts
- Employment contracts
- Letters of Acceptance
- NDAs and MSAs
Composer also allows you to make deals faster as it integrates with leading eSignature providers.
Courier – Conga Courier has the ability to dive deeper into the Salesforce dataset and create robust reports. Dynamic output with tables, images, charts, custom fonts, graphs, watermarks, global languages and currencies, Courier allows you to email Salesforce reports to people inside and outside your organisation, customising the content, format and schedule.
We’ve helped empower many of our clients with Conga which allows them to take Salesforce to a new level.
To learn more about the ways in which we can help you, contact Ceterna today