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Document automation supports growth for Cooperative Finance Association
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
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CLM RFP template
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
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Document automation software features: buyer's guide for IT
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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All resources

Woman working in coffee shop
5 document bottlenecks and how to overcome them with Conga Composer eBook
Guides
Document automation

5 document bottlenecks and how to overcome them with Conga Composer eBook

Are you or your sales team spending too much time putting together quotes, proposals, contracts, and renewals? Are most of your document generation tasks manual? If so, you’re likely experiencing some of the five most common bottlenecks known to document generation.
08/28/2023
3 min read
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Coworkers looking at tablet
Transform your business with integrated eSignature whitepaper
Guides
CLM

Transform your business with integrated eSignature whitepaper

Why signatures matter  As the speed of business accelerates and commerce becomes increasingly complex, signatures are more important than ever.
08/28/2023
10 min read
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Legal professionals shaking hands
How to get management buy-in for a document automation solution
Guides
Document automation

How to get management buy-in for a document automation solution

If you’ve made it this far in your quest for a document automation solution, you already know that automating your business-critical documents can help you execute a successful day-to-day strategy by accomplishing more in less time.
08/28/2023
10 min read
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Man talking on cell phone
How CPQ can help drive sales
Guides
CPQ

How CPQ can help drive sales

For organizations looking to gain insights into their revenue lifecycle, a configure, price, quote (CPQ) system can create streamlined, automated processes that minimize manual errors, improve communication between teams, and optimize the customer experience.
11/03/2023
10 min read
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Legal professionals shaking hands
eSignature for Credit Unions Data Sheet
Guides
eSignature

eSignature for Credit Unions Data Sheet

A credit union's ability to provide exceptional service is crucial in attracting and retaining its members. However, if the credit union is still reliant on outdated and inefficient paper-based processes, it could be losing more than just its members.
08/11/2023
2 min read
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Coworkers collaborating
Customer Zero: achieving Harmony with Conga CPQ 
Customer stories
CPQ

Customer Zero: achieving Harmony with Conga CPQ 

Conga, referred to as Customer Zero here, is the global leader in revenue lifecycle management, seamlessly connecting every business process in the revenue lifecycle from quote to renewal. Conga is pioneering a business-changing category called Revenue Lifecycle Management.
08/09/2023
7 min read
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Doctor writing notes on tablet
5 ways to automate healthcare contract management
Guides
Document automation

5 ways to automate healthcare contract management

Today, 64% of companies lack the automation capabilities needed to support their contract management processes. The problem may be even more acute in healthcare, as many organizations are lagging behind the push for greater business process efficiency.
09/27/2023
10 min read
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Construction worker using walkie talkie
Utah Inland Port Authority restructures work with Conga Contracts for Salesforce
Customer stories
CLM

Utah Inland Port Authority restructures work with Conga Contracts for Salesforce

The Utah Inland Port Authority (UIPA) is a state agency dedicated to creating long-term economic growth and fostering global industry connections. The agency oversees and develops strategic and sustainable logistics-backed economic solutions that connect Utah businesses to global markets.
06/28/2023
4 min read
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Conga Security Data Sheet
Guides
CLM

Conga Security Data Sheet

This is a comprehensive overview of the security measures implemented within Conga's solutions. It outlines the various layers of protection, such as encryption, access controls, and vulnerability management, ensuring that sensitive data remains secure from unauthorized access, cyber threats, and potential breaches.
05/19/2023
2 min read
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Man working from home
CPQ + CLM= the perfect match eBook
Guides
CLM

CPQ + CLM= the perfect match eBook

Having tools that can integrate with each other when moving from securing the sale to completing the sale is crucial for customer satisfaction, deal success, and employee satisfaction.
04/24/2023
8 min read
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