“We searched long and hard for a way to pull all this Salesforce data into our account summary report. When we found Conga Composer and worked with the AppExtremes team, we knew we’d found the right solution.”
Drew Gibson
General Manager, Diagnostic Innovations
Diagnostic Innovations improves customer satisfaction and the bottom line by creating comprehensive Account Summary Excel reports with Conga Composer
Challenge
Diagnostic Innovations provides technology that helps vehicle technicians in the repair of their vehicles. They searched for more than a year for a way to produce a customer report that summarizes key assets owned by the customer. Even custom development and expensive report writers could not integrate the needed data into a single output.
Solution
Pressing one Conga Composer button in Salesforce fills cells in Excel spreadsheet templates to produce the customer account summary.
Conga pulls data from accounts, contacts, assets, and other Salesforce objects into a single output
The Account Summary Reports are sent quarterly for key accounts.
Results
Customers love the comprehensive view of their interactions – some have requested even more
Additional sales opportunities are expected to develop