“We needed to select merge templates from a user’s PC, not Salesforce. I called AppExtremes and the next day it was in the product. That’s when I knew we’d partnered with the right company. I’ve never worked with a better company.”

Brandon Gage
Senior Vice President, Information Technology, United Capital Financial Advisers

Demonstrating customer intimacy: Conga Composer unleashes key client data for United Capital Financial Advisers

Challenge
United Capital Financial Advisers has made Salesforce its central repository for intimate data about the complete financial picture of its thousands of customers. But producing customer facing reports reflecting the full breath of the data, required significant manual effort and re-keying.

Solution

Results