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“Our room reservation sales weren’t captured in Salesforce. Until we found Conga Composer we didn’t have the ability to track the usage trends and sales revenue associated with a significant part of our business.”
Christy Cooper
Senior Director of Sales & Marketing, Preferred Offices
Senior Director of Sales & Marketing, Preferred Offices
Conga Merge helps Preferred Offices automate complex room reservation order form; newly captured data improves marketing effectiveness
Challenge
Preferred Offices provides executive office space and conference room facilities to over 400 clients in the Washington DC area. Conference room reservations were manually processed in MS Word documents. Standard Salesforce functionality couldn’t produce Preferred’s complex room reservation form. Management had limited visibility to daily conference room sales.
Solution
Conga Composer enables the creation of Preferred Office’s reservation form. It pulls data from contacts, accounts, products, costs, and opportunities objects.
Solution implemented in 3 days
Conga Composer also dynamically creates a beautifully formatted client directory with account, industry, and contact data listed for each client. Previous efforts failed because of the maintenance burden.
Results
Sales management now has full visibility to “daytripper” room reservation sales and add-on services
Full contact data and usage history is tracked for a significant set of Preferred’s customers.
Preferred Offices can market more effectively to their daily use customers.
The time and process needed to create the reservation forms has been streamlined.
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