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“As a telecom, our contracts are really complex. Without Conga for merging to Excel, we could never have automated them. Now, the Salesforce/Conga combination really sings for us.”
Dean Zerbe
Executive Vice President – Founder, Intelletrace
Executive Vice President – Founder, Intelletrace
Conga Composer helps telecom company, Intelletrace, cut quoting process by 50% and save $120,000 on contracts
Challenge
Intelletrace is a full service telecommunications company providing data, internet, and IT support to business. Their quotes and contracts are highly technical and complex. Sales reps duplicated effort to update Salesforce and create customer documents in Excel. Complex technical requirements required time consuming manual reviews to avoid costly mistakes.
Solution
Implemented Conga Composer in one day
Key technical data entered once in Salesforce. Validation rules automates error checking.
Pressing one Conga Composer button in Salesforce fills cells in Excel spreadsheet templates for Intelletrace’s quotes and contracts.
Conga automatically converts templates to PDF, emails it to customer and logs it in Salesforce.
Results
Sales rep time to create quotes cut by 50%
Improved contracting process cuts errors and saves $120,000 annually
Conga enables use of Salesforce for an additional business process; custom fields quadrupled
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