The CRM World of Salesforce and Conga: Headlines, Updates, Changes, Fixes, Press Releases, Announcements, and Stories
You can too! Many wealth management companies understand the benefits of implementing digital technologies. The struggle is in taking a daunting project and making it manageable from a technological standpoint while also getting advisors to adopt the new digital tools and processes. This is where Ro…
When economic uncertainty dominates headlines, businesses search for ways to do more with less. Productivity, efficiency and cost savings are must-haves and if you want to achieve those goals, you must equip your workforce with the right tools. Slack has a scalable solution for every company, no mat…
To alleviate common contracting pain points and achieve significant improvements, you need an effective contract management strategy. We’ve broken down this strategy into four universal steps. As you roll out your strategy, each step will compound success, capturing more value for your business and …
Not every contract is a sales contract, so a contract management system should be able to support any type of contract. While contracts that your sales team is responsible for are critical, buy-side contracts can introduce value to the organization – they have their own unique set of needs and proce…
Request: a business user asks for a contract The first step in the contract process is for someone in the company to request a new contract. In many companies, the request process can be very informal and disorganized. If there are no centrally located or easily accessible templates, it results in o…
You might see contract management as something that only pertains to legal or finance. But if you’re responsible for closing deals, you’re more involved with contracts than you realize. Because contracts are binding and govern over 80% of transactions and value, every business should care very much …
It’s time to streamline and automate the contract renewal process to keep your customers loyal and sales teams efficient. Automated solutions in the Conga Suite will save time, create error-free documents, and ensure a better experience for customers as well as your associates. The renewal of …
Preferred Hotels has a network of over 800 partner hotels where they provide travelers luxurious accommodations and inspiring travel experiences. The company’s membership based-business model requires marketing cooperation with partner hotels which means there are a lot of contracts to manage. Until…
We recently posted updates for those curious about Salesforce how it can help small- to medium-size businesses continue to expand and grow. The next significant step is integrating Conga Software… so what is the Conga App or How does the suite of Conga software tools integrate with Salesforce?…
Often we we need to start at the beginning to explain how small- to medium-size businesses can use a CRM tool like Salesforce to continue to expand and grow their business. A Top CRM Software Salesforce is a customer relationship management (CRM) platform that provides businesses with a suite of too…
Data in this update is based on a survey of 6,000 marketing leaders worldwide. This report is based on a third-party, double-blind survey conducted from June 30 to August 8, 2022, that generated 6,000 responses from marketing managers, directors, VPs, and CMOs across 35 countries. Customer data for …
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. gove…
The new customer experience is about moments of connection. By delivering unique, personalized moments to customers across every digital channel, your brand can create lasting consumer relationships that hopefully go beyond just being transactional. To efficiently create these moments for every cust…
Inside sales is the foundation of a successful sales team. That was true 30 years ago, and it’s even more so in 2023. Buyers expect speed. They need guidance during uncertain times or when things change so rapidly. They want honest, human, and live interaction. Inside sales allows you to deliver hum…
Let’s focus on what it takes to achieve marketing success, the trends in marketers’ goals for 2023, and their self-assessment in achieving an objective, data-driven culture. The key factors for marketing success with data and Salesforce Accurate and accessible data are crucial! Over half of ma…