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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
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Videos
CLM
Revolutionizing Revenue, Contracts, and Documents
Transitioning from growth-at-all-costs to profitable growth entails automating the quote process, integrating contracts, and adopting recurring revenue models. Seamless integration ensures optimal customer experiences, fostering informed awareness of clientele needs, ultimately driving profitable revenue growth.
04/16/2024
10 min watch
Guides
Document automation
Buyer's guide to document automation software for financial services
Save time, reduce manual work, and generate error-free, on-brand documents to manage financials and boost your bottom line—with the right software by your side.With Conga Composer, you have the power to enhance your brand and exceed your customers' expectations.
03/11/2024
5 min read
Guides
CPQ
A comprehensive guide on how to build a CPQ business case
Unlocking transformative outcomes Have you ever had a great idea for a project but hit roadblocks providing the data and rationale needed to justify the project? Or maybe you spearheaded a project, only to have it deprioritized later for lack of budget, resources, or an array of other reasons? The key to avoiding such setbacks is crafting a c
02/13/2024
7 min read
Analyst Report
CLM
Rise of the revenue tide in contract life-cycle management 451 Research Report
While the role of CLM in managing legally binding agreements has undergone significant changes, its progress has not been linear but has come in waves. The initial wave of digital transformation has reached a horizon in streamlining and optimizing the administration of contracts.
02/08/2024
7 min read
Guides
Document automation
101 ChatGPT Prompts To Supercharge Your Admin Career
ChatGPT is more than just a trendy AI tool. It can be a tactical resource to propel your career—and Brainiate Academy and Conga are here to help you harness it. Each actionable ChatGPT prompt serves as a pivotal step on your journey to mastering Salesforce, elevating your skills, and amplifying your professional presence.
01/23/2024
10 min read
Customer stories
CLM
Veracode transforms processes with Conga's contract lifecycle management solutions
Founded in 2006, Veracode got its start in response to the growing need to improve application security and prevent malicious actors from exploiting vulnerabilities. Veracode evolved into a global software security solution from its beginning as a code-scanning tool.
01/18/2024
5 min read
Analyst Report
CPQ
Conga ranks in the 2023 Gartner® Critical Capabilities report
We’re pleased to share Conga’s recognition in the 2023 Gartner® Critical Capabilities report. This year, Conga ranked in the top 5 across all Use Cases. We believe these results show the breadth and depth of our capabilities and our flexibility to meet the needs of diverse customers.
01/11/2024
50 min read
Analyst Report
Industry insights
451 Research Report | Conga expands beyond Salesforce into new clouds
451 Research’s insights on Conga’s fall 2023 release marks a milestone for Conga. Introducing several advances and the launch of Conga Revenue Lifecycle Cloud—aimed at bolstering its "crush the stack" and "land and expand" strategies—the release marks an expansion beyond the company's traditional Salesforce Inc. AppExchange market.
01/09/2024
4 min read
Guides
CLM
AI for contract management
Business growth and scalability come from being able to identify and capitalize on each and every revenue opportunity. But when neither legal nor sales teams have a comprehensive, accurate understanding of all existing contracts or obligations, the potential is high to disappoint customers and miss contract renewals.
10/26/2023
3 min read
Customer stories
Document automation
Mitsubishi HC Capital America pivots, flexes, and grows with Conga Composer
A commercial finance company, Mitsubishi HC Capital America provides lending solutions to businesses and entrepreneurs, helping customers get the equipment and financing they need to run their businesses.
12/06/2023
3 min read
Customer stories
Salesforce optimizations
Avier Wealth Advisors automates workflows with Conga Orchestrate
Avier Wealth Advisors is a boutique wealth management firm serving high-net-worth technology industry professionals. Headquartered in Bellevue, Washington with an additional office in Portland, Oregon, the Registered Investment Advisor reported more than $600M of assets under management in 2022.
11/29/2023
3 min read
Guides
Legal
Frictionless contract management with Conga Executive Summary
A collaborative environment where teams work cross-functionally is essential to operating a successful, sustainable business.But while legal and sales both play an important role in driving business revenue, legal has additional topline priorities and processes that differ from, and can even hinder, sales.
10/26/2023
5 min read