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“If you need to merge Salesforce data into an Excel template, Conga Composer is an ideal solution. Why would you look at anything else?”
Paul Filice
Vice President of Information Technology, PromoPeople
Vice President of Information Technology, PromoPeople
PromoPeople uses Conga Composer to auto-generate sales quotes; Saves each rep 45 minutes per day
Challenge
Sales reps for North American promotional products vendor, PromoPeople, average more than 6 quotes a day for their wide variety of custom imprinted products. The quotes had to be re-keyed into MS Excel to take advantage of its power for calculating sales taxes and shipping.
Solution
Implemented Conga Composer in 3 days to generate sales quotes direct to MS Excel
Have built 10 separate quote templates reflecting various lines of business
Future plans to streamline the back office order fulfillment processes with Conga Composer
Results
The time to create a quote has been cut from 15 minutes to 8, saving the company 56 hours in added productivity each month
Each rep has an extra 45 minutes per day for making sales calls
All product quotes are captured in Salesforce.
Revising quotes is a snap
Sales loves how efficient the new process is and how much time they save!
3 Minute Product Tour
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