“At Accountants Marketing Group, we use regular mail to drive business. It was very tedious until the geniuses of AppExtremes showed us Conga Mail Merge. Now, we focus on growth and not a tedious export process with Word. AppExtremes and Conga Mail Merge are our HEROS !!!!”
Eric Roseman
Founder, Accountants Marketing Group
Revenue triples in one year! Accountants Marketing Group streamlines direct mail process by 90% with Conga Mail Merge
Challenge
Accountants Marketing Group relies on direct mail to solicit highly targeted prospects on behalf of CPA firms. AMG produces 3000 heavily personalized letters a month from data stored in Salesforce. They needed a highly efficient means to produce the mass mailings.
Solution
The built –in Conga Mail Merge tab in Salesforce lets AMG build mass mail lists from Contacts/Leads, Campaigns, and Reports
Users select Word templates produced without programming, yet fully integrated with any data available in Salesforce.
The output letters, mailing labels and envelopes are ready to print from Word
Results
Time to produce AMG’s targeted mailings is down 90%
The time savings enables AMG to support 3x the customers and revenue has tripled in just one year
Conga automatically tracks which of 16 templates were sent to a prospect and have full contact details for inbound telesales