“I have nothing but huge praise for this product. With the ability to merge appointment data and jpg signatures to Word documents, my 1600 letters a month are a complete breeze. I literally had users hugging and kissing me.”
Joy Daniel
Web/Marketing Analyst, Morris, Hall & Kinghorn, P.L.L.C.
Conga Mail Merge helps Morris, Hall & Kinghorn law offices use appointment data and signature image merging to save 60 hours a month
Challenge
The law offices of Morris, Hall and Kinghorn send 1600 appointment confirmation letters a month to their elderly estate planning clients. They need to merge appointment data and easily select images of lawyer’s signatures to personalize the letters. With 15 lawyers, 5 confirmation letters, 11 offices, and 4 letterheads, the letter combinations had to be extremely easy to manage.
Solution
Implemented Conga Mail Merge in 4 days
Nightly mass merge generates pending seminar confirmation letters in Word
Admins press 1 button to print individual appointment confirmation letters direct from Tasks
Seminar Name Tags for primary and spouse printed direct from Conga Mail Merge tab
Results
Could not have deployed Salesforce without Conga Mail Merge functionality
Reduced time to print 1,000 seminar confirmations from 50 to 2 hours each month
Saved 12 hours a month printing 600 appointment confirmations
Improved accuracy of appointment confirmation process
Enabling scalability as MHK expands in other cities and states