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“My success manager at Salesforce.com recommended Conga Courier. The ability to email sales summary reports on a schedule is just what we needed. It’s made my life so much easier.”
Vincent Hsu
Sales Project Manager, ArcSoft
Sales Project Manager, ArcSoft
ArcSoft keeps non-Salesforce users in the loop on sales forecasts with Conga Courier – automated delivery of Salesforce reports
Challenge
ArcSoft is a leading provider of innovative digital imaging technologies and multimedia solutions for device manufacturers. Executives and product managers did not need to update data in Salesforce, but did need regular sales forecast reports.
Solution
Selected Conga Courier to automatically email the forecast reports
Implementation was “a cinch”
Conga runs automatically based on a flexible schedule that emails custom reports weekly to Product Managers, Engineering, and Accounting
Results
Product Managers, Engineering and Accounting keep abreast of changes to the pipeline
Sales reps keep pipeline data quality high because of its visibility
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