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“Conga Composer let us standardize the Executive Briefing reports. Now our Execs get the full story on an account before a key meeting and our reps don’t have to re-key lots of data. Every day, I think of more ways this application can help us. This is just one example.”
Jane Isaac
Director of Sales Operations, N.A., Open Solutions, Inc.
Director of Sales Operations, N.A., Open Solutions, Inc.
Financial services technology provider, Open Solutions, relies on Conga Composer for comprehensive Executive Briefing documents; helps close $1m+ deals
Challenge
Open Solutions Inc. provides technology and services to 5,800 banks and credit unions. OSI’s Executive Team conducts 75 high level briefings a year for key accounts with deals valued over $1,000,000. The sales team spent nearly an hour preparing Executive Briefing documents to prepare the busy leadership for each key meeting.
Solution
Conga Composer automates the completion of the Executive Briefing Documents.
Reps press one button to pull Account, Opportunity, and Contact data together into a formatted Executive Briefing report in Word.
Results
High priced sales reps save nearly an hour for each briefing document . They can then easily make needed edits in Word.
The standardized template ensures the Executives are prepared for the key meetings.
Busy Executives have a comprehensive document they can read on the go.
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