At Red Argyle we know that the business process doesn’t end with putting data into Salesforce. Companies rely on documents–quotes, contracts, invoices, account plans, reports, and more–to move the project forward, to close the deal, to do business each and every day. That’s why we partner with Conga® to deliver superior documents, presentations, and reports from Salesforce.
The Conga suite of applications streamlines the creation and distribution of Salesforce reports, customized presentations, and other critical documents in multiple file formats for unlimited use cases across departments. As a Conga Alliance Partner, our main goal is to provide you with document generation solutions that are easy to customize and that help your employees do more. No matter how complex the situation, the Red Argyle team is ready to put our expertise to work for you, implementing Conga best practices and helping your business move forward.
Curious about Conga?
Is your sales team copying and pasting information from Salesforce Opportunities to create quotes for prospects? Does legal have to review every contract for accuracy? Do you spend all day manipulating Salesforce data for executive reports? If you answered “yes” to any of these questions, it’s time to make Conga part of your workflow. Taking your business’ needs into consideration, our team will implement a Conga Composer solution that will save your users time, ensure document accuracy, and eliminate time-consuming manual document creation and review.
Our staff has vast experience customizing Conga Composer® to create Word and PDF documents, PowerPoint presentations, Excel spreadsheets, and HTML emails from Salesforce. As your partner, we work with your team to understand the inefficiencies in your current approach to document generation and identify ways to streamline the entire process, from customized templates to automated document delivery. These are some of the skills our team specializes in:
- One-click solutions for users
- Requirements gathering to align marketing, legal, and business users
- Creation of dynamic document templates with data from standard and custom objects
- Standardization of document generation processes
- Alignment of template and document permissions
- Conditional content and dynamic data grouping within templates
- Batched and scheduled or event-driven document generation
Already using Conga Composer? Support from Red Argyle will take you to the next level!
Great–then you know the basics of this powerful tool. Now it’s time to take it a step further by enhancing the experience and getting the most out of your investment. Whether you need help building customized templates, want to implement document generation for additional departments, or need to convert a one-off Composer solution to a schedule, we’ve got you covered. We offer on-demand and project-based consulting for companies with a wide variety of needs:
- New Conga solution configuration
- Custom template creation
- End user training
- Electronic Signatures and content management integration
- Ongoing solution maintenance as your business processes change
Red Argyle is an industry leader when it comes to efficient and effective Conga merges. Check out this Dreamforce 2013 presentation by Red Argyle Managing Partner Garry Polmateer to learn more about our passion–and tips and tricks–for making Conga a high performer. And this real world case study from Red Argyle customer Davies shows just how powerful Conga Composer can be when customized to your business’ needs. Our team helped the Davies team reduce the time it takes to create a purchase order from 3 days to just minutes.
Don’t watch your staff waste valuable time gathering information and creating documents. Cut the time investment significantly while making document creation more simple and less stressful. Contact us today to learn more about a custom Conga Composer solution that will deliver a major ROI for your business.