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Automate Contracts & Documents with Conga, A Success Story

  • Conga

Imagine how much more profitable and successful your company would be if you increased productivity by 70%!

By automating manual contract and document management processes with Conga Composer, Conga Sign and Conga Grid within Salesforce, a major provider of foreign language services to the U.S. government, the military, as well as the private sector, saw a massive return on their investment in Conga revenue solutions.

Still The Leader in Revenue Lifecycle Management Solutions

In an increasingly complex world, Conga reduces complexity through its software solution that transforms a company’s unique complexities. Whether they are order configuration, execution, fulfillment, or a contract renewal processes, Conga + Salesforce delivers a unified system that can adapt to changes or business requirements. Going further, it will also align the focus and and efforts of multiple teams or departments.

Diplomatic Language Services (DLS) wanted to remove the complexity in their operations around the world, and Conga quickly adapted to its evolving business model. The company saved 15-30 minutes per record after implementing Conga and normalized its revenue management.

Manage and streamline contracts to help enhance the learning experience of customers, instructors and clients.

Diplomatic Language Services provides foreign language and cultural training, linguist placement, translation and interpretation, and linguist testing or curriculum for over 85 languages and dialects.

When an organization has global operations and a wide service/product portfolio, there are many custom processes to fulfill. Conga allowed the company to fine-tune and connect their contracts and document management processes that were dispersed in various departments and digital locations.

Before Conga, the company’s instructors had to manually generate progress reports for each of their clients. Further complicating the task, each client had its own unique requirements that made the process to be time-consuming and the documents prone to errors. These reports then moved through an approval cycle with little visibility into the status of each document and whether or not they were shared with the client. The company also used DocuSign for signature processes and licensing, and it incurred high license costs for that as well.

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Conga Implementation

DLS implemented Conga Composer within Salesforce to fully optimize its contract processes. The integration of this solution has enabled the company’s reps to create, distribute, sign, and track all necessary documentation in one streamlined and centralized location. After the successful adoption of Conga Composer, they then integrated Conga Grid and Conga Sign into daily operations.

Expanding these solutions across the organization, the front-end operations and services teams generated certifications, door signs, and dozens of other documents with the help of Conga Composer. Furthermore, Conga Grid enables administrators to track and update records in bulk, conserving time and cost. The company has also saved thousands of dollars in licensing costs after switching from DocuSign to Conga Sign for eSignatures.

The biggest impact has been on increased productivity from not having to deal with paperwork, making sure the right template is being used, or worrying about how it looks. All that is managed by Conga. The solution is able to merge info into the right template and deliver it to both employees and clients. The signature is always in the right format, it’s always in the right place, and it’s always uploaded where it should be.

More benefits from Conga within Salesforce

Reduce response time and improve win rate… manual, time-consuming contract generation and document management processes can bog down sales teams or reduce the quality of service provided to customers. With Conga in place, you can automate and streamline contracts and remove those obstacles for better performance.

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