Conga Success Story – For Exhibition Industry Client (based in USA / UK / Dubai)

  • May 23, 2023
  • Girikon
Background

The Client is one of the largest Event management companies with footprints across the globe. The client organizes Exhibitions & Conferences that connect groups interested in developing commercial relationships while expanding their business. This initiative was aimed at bringing together their different business units (using different platforms) under the umbrella of a Salesforce-driven Sales & Operations platform. The Client partnered with Girikon – a reputed provider of Salesforce consulting services to seek support for bringing different business units together.

The Problem

The following challenges were identified:

  • Client required to send documents/contracts to the customer through Salesforce org.
  • Client wanted to eliminate manual sales documentation/contract generation.
  • Client wanted to have a consistent document format for customer-facing documents.
  • Client wanted to have an automated way of getting documents signed by customers.

Products Used

Sales Cloud, Einstein Analytics, Salesforce CPQ, Conga Composer, DocuSign, Mulesoft

The solution
  • Girikon used Conga Composer where templates are created in advance when documents are created eliminating manual errors arising from manual copying and pasting activities.
  • Managed template versions by pre-defining them and creating brand consistency using a document generation solution.
  • A document generation solution saves a copy of the document directly in the CRM enabling everyone in the sales team to have visibility of it
  • Added custom logical conditions in Conga, which helps to show documents differently to different users based on it.
  • Used Conga Queries to dynamically get fields from custom objects directly to the Conga document generated.
  • Integrated DocuSign with Conga composer to add e-signatures functionality.
The Outcome
  • Conga Composer helped smoothen the process of Document/Contract generation.
  • Faster and error-free documents by the use of predefined Conga templates and Conga Queries.
  • The same generic Conga Templates can be used in many Salesforce org so helped in improving efficiency.
  • DocuSign helped in automating the e-signature process.
Share this post on: