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“We customized Salesforce as heavily as our high end cabinets. We couldn’t have done it without Conga Composer to print our work orders for the shop floor.”
Dennis Miller
IT Director, Brian’s Cabinets
IT Director, Brian’s Cabinets
Brian’s Cabinets opens the door to process efficiency with Conga Composer using it to produce shop floor paperwork with the click of one button
Challenge
Brian’s Cabinets has been building custom cabinetry in Central Oregon and the Northwest since 1977. They used Excel spreadsheets to track nearly 200 jobs, work orders, change orders and special additions a month. Key data was repeatedly re-keyed and the company lacked adequate controls for tracking job status.
Solution
Heavily customized Salesforce with 10 custom objects to meet their job tracking needs.
Pressing one Conga Composer button in Salesforce fills out Microsoft Word templates to produce paperwork for the shop floor.
Conga supports complex relationships such as parent, child, grand-child on all output
Results
Key job data is unlocked from spreadsheets and stored centrally in Salesforce
Job paperwork is produced more easily and in a standardized format
Management gains visibility to job status
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