Conga Composer is a document generation and automation tool designed to simplify and streamline the process of creating and distributing customized documents, presentations, and reports.
Conga Composer integrates with any data source, including CRM systems like Salesforce, and allows users to dynamically merge data from these sources into templates to generate personalized documents.
$20
per month per user
Outreach
Score 8.2 out of 10
N/A
Outreach is a sales execution platform that helps market-facing teams create and predictably close more pipeline. From prospecting to deal management to forecasting, Outreach leverages automation and artificial intelligence to help revenue leaders increase the efficiency and effectiveness of go-to-market activities and personnel across the revenue cycle. Outreach offers sales engagement, revenue intelligence, and revenue operations functionalities in a unified platform. The software…
We used to manually process information which are available in Salesforce to another system, right now we just click a button and these information is available in another system. This process eliminate human error and provide accurate information in our financial reporting. This process helps our accounting department provide efficiency and accuracy on providing data.
Outreach is well suited for teams that need to do cold outbound to prospects. It's easy enough to create sequences that will use a variety of touchpoints (email, inMail, call, etc...). It's also easy to share sequences with team members to collaborate and the very best messaging. Outreach's integration over Salesforce and Gmail is also invaluable, without it each team member would probably spend hours per week clicking between tabs just to get to prospect information On the other hand, Outreach is not the best to help you create content, as of this writing there is no AI support. It is also worth noting that Outreach's permission structure can create a lot of confusion for team members and that untangling errors at times can become complex
Though I love how easily Conga Composer ties into Salesforce and its given analytics, it takes a lot of data entry to get up and running. I don't love that sometimes queries can take a long time to pull. I like keeping our marketing templates consistent via templates in the system. Pulling multiple objects into one report is fantastic too.
It's a fairly simple tool to integrate into your current business structure. When we've had issues, we were able to resolve them extremely quickly. The users click a button and it can bring in all the quote lines, and our credit application seamlessly into our tool. I'd definitely recommend it to other colleagues
The ease of use for outreach is next to none. Everything is clearly explained, you can hop on a call with their support team whenever, and it effortlessly integrates into your computer. You can do everything you need sales related on it, and the learning curve is small. I'd recommend it as a first and last CRM.
It's been hit and miss depending on the issue. We use javascript to generate the urls which has confused many techs even though it generates a clean url - they are overwhelmed by the concept of code and can't understand that the url is all that matters.
The overall support of Outreach has been great. Whenever I have a problem, they were quick to fix it and typically respond within one business day. I don't typically have many requests for support because a lot of my questions can be answered through their knowledge panel. They have been fantastic to work with overall.
Lots of attention from the Outreach training team, with a great willingness to customize to our needs. To be clear, you get out what you put in. If you don't work with them, you'll get cookie-cutter training. But we asked for a lot of customization, and they delivered what we asked for.
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.
The huge positive impact it had was the team not needing to spend as much time as disengaged opps as they were engaged ones. We were able to set sequences to work with them while the team could focus on generating new leads or converting Opps.
For an AE - post demo communication is important. With templates and snippets we could just click a few buttons and have a really nice email sent out with the relevant information and then the next several steps already planned out. This freed up time for us and even allowed us to take calls a lot sooner after demo's then before. For busy days this was very helpful.
