Contact Us Today: +1 (866) 502-3334
Outside US/Can: +1 (303) 465-1616
Outside US/Can: +1 (303) 465-1616
“Conga Composer has reduced the time it takes to invoice our maintenance renewals by 75%. With this added efficiency we plan to implement this solution in our other processes."
Mary Armstrong
Financial Analyst, PowerTech
Financial Analyst, PowerTech
Conga Composer-to-Excel powers a 75% improvement in the monthly maintenance renewal process for security software vendor PowerTech
Challenge
PowerTech’s security software protects IBM mid-range servers, but their maintenance renewal data was locked up in Excel spreadsheets. It took an admin 4 days to prepare 40 invoices a month. And the data wasn’t always reliable because it was re-keyed from paper forms and other systems.
Solution
The key contact, account and contract data is stored centrally in Salesforce.com.
Conga Composer was implemented in 3 days
Admins create renewal invoices as Excel spreadsheets with 1 button
Results
The renewal invoice preparation process is down from 4 days to 1
Customer invoice accuracy is higher
Sales loves the results for their customers
Next step is to automate the entire quote and invoice process with Conga Composer
3 Minute Product Tour
Watch it now!
next steps
