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“It was a nightmare keeping track of the Visa applications we manage in spreadsheets. Conga Composer let us centralize the data in Salesforce and improve how we keep our members informed.”
Kyle Freeman
Salesforce Administrator, Federation of Employers & Workers of America

Service industry nonprofit, FEWA, adds visa application process to Salesforce and streamlines customer status process by 75%

Challenge
The Federation of Employers & Workers of America is a nonprofit that assists employers in labor intensive industries. They had case notes that were locked up in dozens of Excel spreadsheets. Users had great difficulty keeping current status on the cases and keeping customers informed. New case worker training was arduous because of the complex process.

Solution

Conga Composer lets FEWA users press 1 button to generate an email that automatically attaches a pre-filled case status form in PDF format.
The professionally designed case status document pulls  data from multiple objects from their highly customized Salesforce application.
All users are able to view and update cases and keep customers informed.

Results

Cut process steps needed to keep customers informed by 75%
Improved member retention by better timeliness and quality of status change process
Added additional users and business processes to Salesforce because data could be output in the needed format

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