Create automated, reliable processes with Conga to make your business run better
There are plenty of enterprise-wide resource management software platforms out there, but a truth usually glossed over by their makers is that they’re never entirely perfect. That’s not to say that platforms like SAP, Oracle, or Salesforce are poor products – the evidence of millions of successful users across the world tells otherwise. Instead, because each business and organization is different, there’s just no one-size-fits-all, broad software platform that ticks every single box for every company.
As a result, most organizations deploy several software solutions in combination, so that the platforms they use fit the company’s needs, rather than the business having to change its procedures to satisfy the requirements of the software. That’s just as it should be, of course.
However, there can be negative impacts when running multiple solutions concurrently: data silos develop, where data is replicated in more than one place (usually in incompatible formats), and staff have to spend valuable hours each day manually updating system A with data from systems B and even C.
On another level, many companies and organizations continue to use paper-based processes, so that staff waste valuable time copying information into digital systems.
We saw in a previous article how Conga has created an integrated suite of software products to help companies streamline and digitize their document and contract management and deployment systems. By the same token, Conga’s data and process automation solutions can offer significant improvements for their users – increasing efficiency and productivity while driving down costs. Just in the way that the Conga Collaborate, Conga Composer, Conga Contracts, and Conga Sign solutions remove repetitive, error-prone (and wasteful) manual processes from the life-cycle of documents and contracts, Conga Grid and Conga Orchestrate help companies map and automate their processes right across the business – complete with real-time monitoring of work as it moves through the organization.
Conga Orchestrate, an automated workflow solution, makes it a simple matter to create complex processes in Salesforce without needing to know any coding languages or having in-depth development skills. Using Conga’s solution, you can use a visual interface to design workflows that go beyond simple, “if, then” logic, then visually track progress in real-time, seeing who in the organization has been assigned or has completed process steps. It becomes straightforward to identify and address gaps in process efficiency, so workflows can be continually reworked and optimized to be more effective.
If your workflows involve documents or contracts, the Conga Orchestrate solution will integrate seamlessly with the other Conga products, like Conga Sign, which you can use to take electronic signatures for documents, agreements, and contracts.
“I was creating all the formulas and code […] by writing them out, but the Conga solutions actually creates those formulas for you, which is so much easier, so much faster. And I didn’t even realize it could do that!”
Rob Howell, Business Optimization Specialist, and Salesforce Administrator, Implemented Portfolios.
Conga Grid is another powerful product from Conga that makes effective data management in Salesforce straightforward, removing many manual steps and creating greater efficiency in keeping data up-to-date. Grid allows you to view just the portions of Salesforce data you need to see and to act on them in bulk, all from a single screen. Complete, accurate Salesforce data is key in creating complete, accurate business documents.
Instead of employing staff to repeat the same tasks and activities every day, thus wasting your organization’s most valuable resource – your people –, Conga’s digital document solutions will free up staff time and eliminate the mistakes that inevitably occur as a result of repetitive, manual processes.
“The best thing about Conga Grid is the time savings and that it’s so much easier and more intuitive to get the data that you want.”
Jason Weinberger, National Sales Manager, In-Situ
This integration of solutions in the Conga product portfolio makes it easy to create and manage an automated, end-to-end solution for documents and contracts that can dramatically increase productivity.
When implementing the full Conga suite, your company can automate processes across departments to give your customers and clients smoother, more professional experiences, while improving your internal performance levels and substantially lowering overheads. Your customers expect a full, fast, digital service; with Conga’s automated solutions, you can offer that, and more.
To learn more about Conga’s automation solutions, and the rest of the company’s powerful Digital Document Transformation Suite, get in touch with a representative today.