Digital Document Transformation Starts with Conga
We’ve come a long way since every daily process in the office had to be done on paper, by hand. Since the spread of computers into every aspect of life, from the personal to the professional, from a mainframe server to a laptop, technology has always driven change.
Today, there’s a degree of expectation that this pervasive technology produces more speed, greater access, and improved efficiency. The phones in our pockets have led us to expect the same kind of always-on, instant results from apps that we use in our daily business dealings. Nevertheless, there are many workplaces where total digital transformation has yet to take place, or has stalled, without producing these expected results.
An average sales department, for instance, may produce many thousands of proposals and contracts each month. While they might not be produced on paper, these are typically pulled together by hand (in the sense of many manual cut, paste, and copy actions taken in different apps and sources) and emailed out.
This type of manual process can lead to mistakes being made, slow and inefficient sales processes, and even cases where the organization encounters a data governance issue.
From a legal point of view, this approach means that there’s always the possibility of incorrect information being used in critical business documents – in the best circumstances this causes costly delays, as documents are reformulated and resent. At worst, companies can be held to prices and conditions published in error, while also appearing unprofessional and poorly managed.
If your business spends hours copying and pasting Word© documents for each customer order, then exporting each as a PDF, then manually emailing documents as attachments, you already know that such repetitious work has these negative consequences.
With the suite of products available from Conga, however, many of these difficulties can be resolved. Your employees can create business documents by pulling accurate data from a CRM or other external source. The Conga Composer application allows companies to create templated documents very simply (with a single button click from inside Salesforce), pulling together the right data from the right places. The documents created are always correctly branded, perfectly formulated, and comply with your company’s legal and government requirements.
Conga Composer also offers substantial value to managers and C-level executives. The solution lets you easily pull together reports that surface key insights and are on-brand and perfectly formatted. Your reports will comprise up-to-the-second data, with the results finalized and exported in minutes or even seconds, not hours. From a simple, single client history to an incisive multi-client summary, the documents produced are not only accurate, but also have the power to create strategic change for your organization.
“It doesn’t require an IT degree or someone who’s a developer to configure [the] system.”
Kaitlyn Wright, Global Transformation Manager, Silver Chef.
Conga’s solutions also provide an approach for documents that require client or partner interaction. Conga Collaborate empowers the user to formulate detailed online documents that can be published in seconds. You simply publish a URL all parties can access (from either their mobile or desktop), comment on, and even sign electronically (using Conga Sign). The platform lets you see all interactions with the documents, such as who reviewed them, when, and for how long. When you digitize and automate these steps in your workload and collaborative interactions, you save the time-consuming back and forth of making amends in a document you have to email repeatedly, or having to send last-minute corrections to multiple recipients.
With Conga Collaborate and Conga Sign, customers and suppliers get accurate and timely communications as a direct result of the increase in your organization’s efficiency.
For legal and procurement departments, Conga Contracts allows them to create, negotiate, sign, track, and store legal agreements of any scope. It’s also possible to map out contract workflows to ensure all appropriate approvals are in place. The Conga Contracts for Salesforce solution gives sales departments greater ownership of the contract formulation and negotiation process, while allowing legal to set rules and maintain stipulations and limits. That means lower risk and full contract life-cycle tracking, too.
With Conga Sign, contracts are securely signed with electronic signature and returned more quickly, so paperwork no longer floats “in the ether” for weeks at a time. Sales happen more quickly and revenue is recognized faster, increasing your speed of turnover, and allowing more accurate forecasts and planning to be undertaken at a core management level.
“It really helps deliver things to an exceptional standard […] Simplicity in its greatest form is when people aren’t interacting with it all the time, but users know it’s working all the time.”
Kaitlyn Wright, Global Transformation Manager, Silver Chef.
Technology’s power is in its reliability and tirelessness. But Conga AI Analyze has the power to very quickly achieve what it would take even the most digitally-savvy weeks to do by other means. Using the natural language processing and machine learning capabilities of Conga AI Analyze, contracts right across the enterprise can be organized, analyzed, and managed, saving many hours of work each week otherwise spent manually reading and analyzing according to context. The AI Analyze algorithms are capable of working through the unstructured data in today’s documentation and can pull together information on the risks, obligations, and opportunities that your contracts contain.
Isn’t it time you took the next evolutionary step with your documents and contracts? With Conga’s Digital Document Transformation suite, you can re-energize your staff and your bottom line, save on costs, and impress customers and partners alike. To read more and reach out to Conga in Australia, click here.
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