“What a fantastic product! I created a merged Word doc that pulls both standard and custom objects. I was literally applauded when I showed my users. Support from Conga is unbelievable - the best I've ever experienced.”
Jonas Mok
Salesforce Administrator, Room to Read
Salesforce Foundation grant recipient, Room to Read, merges images and custom objects to automate donor progress reports with Conga Composer
Challenge
Room to Read partners with local communities throughout the developing world to establish schools, libraries, and scholarships. They have hundreds of ongoing projects. Sponsors for each project get 1-3 reports a year, each of which take country teams and fundraisers a day to prepare.
Solution
Conga Composer creates project progress reports by pressing one button that pulls contact, account and custom object data into a Word report.
Photos of the projects are uploaded to Salesforce. When the reports are run the images are automatically placed into the document.
Results
Additional effort to create reports to Donors is eliminated.
Donors receive a standardized format for all projects.
Images included in the report, help convey success to Donors.