Resource center
Customer stories
Salesforce optimizations
Document automation supports growth for Cooperative Finance Association
The Cooperative Finance Association’s agricultural customers aren’t start-ups with standard corporate protocols. They are second, third, and fourth generation family-owned companies who tend to do things the way they have always been done. CFA has close relationships with these customers, working with some of them for 20 or even 30 years. “Customer service is our product,” says Doug Richards, Senior Vice President and Chief Technology Officer (SVP; CTO) at CFA. “That's where we excel and that's what our reputation is built on.”
12/14/2024
1 min read
Guides
CLM
CLM RFP template
When it comes to selecting the right CLM solution, an RFP can be your best asset for making an informed decision. With hundreds of vendors in the market, knowing how to evaluate them on factors that truly matter to your business is critical.
10/31/2024
2 min read
Guides
Document automation
Document automation software features: buyer's guide for IT
Today’s IT leaders are under pressure to ensure their organizations are secure, efficient, compliant, and cost-effective—and that means having the right technology in place.
10/31/2024
10 min read
Filter
All resources
Customer stories
Document automation
With Conga Composer, Schumacher Group boosted revenue and saved a massive amount of money
Challenge
The Schumacher Group™ duplicated data entry on thousands of complex healthcare PDF and Word® forms from Medicare, Medicaid, hospitals and insurers each month.
The Schumacher Group™ duplicated data entry on thousands of complex healthcare PDF and Word® forms from Medicare, Medicaid, hospitals and insurers each month.
01/11/2021
1 min read
Guides
CLM
Ultimate guide to contract management
10/10/2020
20 min read
Guides
Industry insights
Ultimate guide to revenue lifecycle management
The importance of a revenue lifecycle management solution
Why is revenue lifecycle management important? Effective revenue lifecycle management is nearly impossible without a solid solution in place.
Why is revenue lifecycle management important? Effective revenue lifecycle management is nearly impossible without a solid solution in place.
10/10/2020
10 min read
Videos
Document automation
Product overview: Conga Composer
Take your documents to the next level with Composer
Ready to take your documents to the next level? With Conga Composer, create perfect documents every time with the click of a button. Composers' document templates ensure that you will always get the right data and your brand will look its best.
Ready to take your documents to the next level? With Conga Composer, create perfect documents every time with the click of a button. Composers' document templates ensure that you will always get the right data and your brand will look its best.
10/10/2020
3 min watch
Videos
CLM
Conga Contracts demo
Fragmented, inefficient contract cycles can cost your organization time, revenue, and sales opportunities. With Conga Contracts, you can take control of your contracts with end-to-end automated solutions that improve compliance and visibility, mitigate risk, and accelerate sales velocity.
10/10/2020
1 min watch
Guides
CLM
Liberation from LIBOR
Gartner, Critical Capabilities for Configure, Price, and Quote Application Suites, Mark Lewis, Christina Klock, 28 October 2019
Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation.
Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation.
01/21/2021
10 min read
Videos
Document automation
Conga Composer + Conga Sign demo
Today’s customers expect a fast and flawless experience from start to finish. With Conga Composer and Conga Sign, you can create, share, and finalize accurate, personalized documents quickly and securely—delighting your customers with ease and efficiency.
10/10/2020
40 min watch
Analyst Report
CPQ
IDC MarketScape - Worldwide CPQ Applications for Commerce, 2020
Gartner, Critical Capabilities for Configure, Price, and Quote Application Suites, Mark Lewis, Christina Klock, 28 October 2019
Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation.
Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation.
10/10/2020
10 min read
Guides
Document automation
Four common sales pitfalls for financial services—and how to avoid them
Sales in financial services are increasingly competitive, with various factors vying for salespeople's attention. However, focusing on clients' needs is crucial in today's challenging market. The financial industry is built on client service, and the digital revolution makes tailored customer service even more critical.
10/10/2020
20 min read
Guides
CLM
The seven essential documents to automate for business success
Today’s sales teams waste precious time and resources on repetitive, manual tasks when preparing quotes, proposals, and contracts. In fact, the average sales rep spends only 33% of their time each day actually selling.
01/20/2021
20 min read
Guides
CLM
Seven ways to make your proposals work for you
Tired of losing deals over little mistakes made on out-of-date templates? Looking polished and consistent is important but often it's these little details that instill doubt in your prospects as your team rushes proposals out the door.
01/22/2021
10 min read
Guides
CLM
Ultimate guide to managing a subscription business
Creating a connected customer experience
The B2B business world has changed forever. With a multitude of low-cost competitors emerging in almost every vertical and businesses with innovative revenue models competing for long-term buyer relationships, business buyers are in the driver’s seat.
The B2B business world has changed forever. With a multitude of low-cost competitors emerging in almost every vertical and businesses with innovative revenue models competing for long-term buyer relationships, business buyers are in the driver’s seat.
10/10/2020
10 min read