8 Ratings
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Score 7.3 out of 100
48 Ratings
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Score 8.8 out of 100

Likelihood to Recommend

CB Dynamics CRM - Sharepoint Permissions Replicator

It is an ideal program for the portfolio of already consolidated clients, for large financial companies with a high professional profile. In the cases that I do not recommend it, it is for small and medium-sized financial companies, with a portfolio of clients in training, since the cost-benefit ratio is not attractive.
Ronald Socorro | TrustRadius Reviewer

Conga Composer

[Conga Composer is well suited for] email, document, and report generation. We are also considering migrating from DocuSign to CongaSign as the pricing model makes a lot more sense for our business model.I have tried their newer processes for template building and prefer the manual approach, but I would say you need a somewhat technical person if you want to create highly custom solutions.
Anonymous | TrustRadius Reviewer

Pros

CB Dynamics CRM - Sharepoint Permissions Replicator

  • Visually friendly for the end user, maintaining the most common design style for workers
  • The adaptation time and the learning curve is relatively shorter than other similar applications
Ronald Socorro | TrustRadius Reviewer

Conga Composer

  • We use Conga primarily for document generation.
  • An example is Generation of Proposals
  • Another example is generation of quotes
  • We have also used Conga to generate invoices
  • At times we have used Conga to generate formal documents for Govt purposes. Essentially any type of document that is based on Salesforce data is a good use case for Conga.
Naveen Gabrani | TrustRadius Reviewer

Cons

CB Dynamics CRM - Sharepoint Permissions Replicator

  • The graphics could be developed in a better way, they should be more modern, friendly and show the information in more detail.
  • Develop a module in the application that allows personalization by the user, giving him the possibility to manage a tool made by him to suit him. Moves the APPS Mobile concept to the design of the program.
  • Although the tool is well integrated with Microsoft, you can think of a development of integration with social networks or mobile developments, both users, and customers.
  • Develop a more economical and simple version, aimed at small and medium enterprises, with small client portfolios
Ronald Socorro | TrustRadius Reviewer

Conga Composer

  • While it is a much easier experience than using code to arrive at a document solution, it can still get VERY technical. Beyond the click and drag style of document that you see in the demonstrations.
  • When it goes wrong, finding out WHERE it has gone wrong can be maddening. There is a lot of support out there but that sometimes translates to a vast amount of options to investigate when troubleshooting.
Simon Whight | TrustRadius Reviewer

Likelihood to Renew

CB Dynamics CRM - Sharepoint Permissions Replicator

CB Dynamics CRM - Sharepoint Permissions Replicator 8.0
Based on 1 answer
It is a complementary tool of the main CRM, which provides an adequate management of the documentation, reports, files that are derived from the business activity. It offers adequate levels of security for small businesses, the implementation is easy compared to other tools, it is easy to use, it offers adequate file capacity. In the future it can be strengthened with access to the cloud, development of apps and integration with other platforms.
Ronald Socorro | TrustRadius Reviewer

Conga Composer

Conga Composer 8.0
Based on 1 answer
It's a big part of what we do internally, so would renew as it saves us time and is part of our process. In order to switch we'd need a good price break with same functions available
Christopher Rodriguez | TrustRadius Reviewer

Usability

CB Dynamics CRM - Sharepoint Permissions Replicator

CB Dynamics CRM - Sharepoint Permissions Replicator 8.0
Based on 1 answer
As it has already been said before, it is a simple implementation program, easy to use, with a short learning curve, with a friendly interface, a good design, a security according to the type of company and with the possibility of personalization. It provides an accessible cost tool to improve business management and document management.
Ronald Socorro | TrustRadius Reviewer

Conga Composer

Conga Composer 8.6
Based on 2 answers
Takes a lot to set up initally but once it is then it's solid so need to get over that hump first
Christopher Rodriguez | TrustRadius Reviewer

Performance

CB Dynamics CRM - Sharepoint Permissions Replicator

No score
No answers yet
No answers on this topic

Conga Composer

Conga Composer 9.0
Based on 1 answer
This product appears to work well. It was not a fit for us this time, but we would consider in future
Robin Craigen | TrustRadius Reviewer

Support Rating

CB Dynamics CRM - Sharepoint Permissions Replicator

CB Dynamics CRM - Sharepoint Permissions Replicator 8.0
Based on 1 answer
Until now, technical support has not been required to a large extent, but for this question three variables must be taken into account; The level of complexity of the implementation of the tool, the courses, tutorials, training and learning curve of the users, and finally the technical support as such. This tool has implementation attributes and ease of use, reducing the incidence of technical support.
Ronald Socorro | TrustRadius Reviewer

Conga Composer

Conga Composer 7.9
Based on 2 answers
Support has been pretty good when used. They are very good with proactive notifications of any system issues.
Jared Wacht | TrustRadius Reviewer

Implementation Rating

CB Dynamics CRM - Sharepoint Permissions Replicator

CB Dynamics CRM - Sharepoint Permissions Replicator 8.0
Based on 1 answer
Check the seller's website, read the technical specifications of the product, calculate the investment in personnel, software and hardware, validate that the management modules document is what they are looking for. Project the integration of the program with the systems that the company manages. Read many reviews and note the most important points of the user experiences.
Ronald Socorro | TrustRadius Reviewer

Conga Composer

Conga Composer 6.0
Based on 1 answer
Took a while to do but overall fine, did it myself
Christopher Rodriguez | TrustRadius Reviewer

Alternatives Considered

CB Dynamics CRM - Sharepoint Permissions Replicator

Basically, my main experience is focused on Dynamics, I have worked with similar tools developed in a particular way by the firms for which I have worked. They are monitoring tools developed by the system and planning area. For the internal use of the company. Obviously, this is a leading international program.
Ronald Socorro | TrustRadius Reviewer

Conga Composer

I think Nintex is the primary competitor for Conga Composer, but I have not personally used it. I was not present for the decision to purchase Conga but I would recommend it in future document automation vendor selection processes because I have seen how well it works! We are especially fond of complementary features in Conga Composer, including Conga Email Templates and Conga Global Merge.
Anonymous | TrustRadius Reviewer

Return on Investment

CB Dynamics CRM - Sharepoint Permissions Replicator

  • Without speaking directly of figures, on the positive side of the implementation of the program is tied to the time of learning the tool. In practice, it is much easier to learn by professionals, making the implementation time short, as well as, minimizes the margin of error in the initial handling of the program.
  • As it is a tool for easy learning and with a reduction in the margin of error due to the learning curve, it allows working only with the technical support offered by the provider, without having the need to create an internal department of attention to the user, which lowers costs.
Ronald Socorro | TrustRadius Reviewer

Conga Composer

  • It provided a consistent quote template...everyone's quotes looked like we wanted them to.
  • It protected data integrity by controlling the output formats (i.e. PDF vs. Word).
  • It worked seamlessly behind the scenes making it easy for the team to be self sufficient generating documents.
Rick Scouffas | TrustRadius Reviewer

Screenshots

Conga Composer

Pricing Details

CB Dynamics CRM - Sharepoint Permissions Replicator

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
$80*

* per user

CB Dynamics CRM - Sharepoint Permissions Replicator Editions & Modules

Edition
CB Dynamics CRM to SharePoint Permission Replicator for 100 User$3,6001
  1. per 100 users
Additional Pricing Details

Conga Composer

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Conga Composer Editions & Modules

Additional Pricing Details

Add comparison