Conga Composer vs. InsideSales.com / XANT PowerDialer for Salesforce (discontinued)

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.

Incentivized

Outbound dialing is where it excels. It's especially good with larger teams of reps. Organizing through campaigns and seek lists is very powerful once you understand how to use it. There is definitely a learning curve with seek lists (I've spent tons of time on the phone with their support staff) but once you understand it the possibilities are endless. You can sort which leads show up by a variety of filters. Even with a list of 10,000+ leads and 5 reps calling on it, you can ensure no leads show up in two reps lists, the reps are calling specific territories, and even skipping leads that are likely on their lunch break! One my of favorite tricks with seek lists and only calling people with titles like Director/VP/C-Level before 8:30am or after 5pm their time, when those people are more willing to pick up the phone. They also appreciate a sales rep who is putting in the extra time to call during those blocks.

Incentivized

• It is positive that Conga integrates with and is operated within SFDC
• Conga allows users to tag any document with dynamic fields that map to SFDC and send it out for signature
• Conga allows us to consistently produce quotes with the correct SKUs, Terms, & conditions at scale

Incentivized

• Organizes your leads based on the parameters you set so you call the hottest leads first.
• Connects with your phone so you can dial from your computer without having to enter the numbers every time.
• It also allows you to record the notes from the call right there and they get added to the completed task in Salesforce.

Incentivized

• It is challenging to go from solutions to templates and then to each account record to generate - is there a way to generate for all?
• the search for reports is unwieldy - can there be a "recents" to cut down on what reports we are searching through? or a way to view folders.
• i have tried saving time by having conga composer up on several records and you can't generate records. again, if there is a way to generate for all?

Incentivized

• No call parking features for inbound calls, if on a call through the dialer, one cannot place that call on hold to take the second call.
• All notes are lost when another inbound call comes in, whether or not you accept that call.

Incentivized

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.

Incentivized

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

Incentivized

I like that it is simple, functional and I can rely on it to help me get my work done everyday. My job became much harder without InsideSales.com. The new CRM I am using has confusing features and too much going on sometimes. There are so many fields and functions that I find unnecessary--what sucks is when I look at my screen at all these empty fields, it makes me feel incomplete. With InsideSales.com, I knew what to put in every box and why it would be important. I could put it in once and whether it was my manager, case admin or data analyst or me, we all knew where to find it. With our new system, I find myself having to do more input and data entry for other people to benefit--no longer a "one shot, one kill" deal.

Incentivized

This product appears to work well. It was not a fit for us this time, but we would consider in future

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.

Incentivized

They are providing good support. We can contact any time to raise our query.

Incentivized

It was painful internally to build out all of the templates, but the actual implementation of the product was okay.

Incentivized

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.

Incentivized

I am actually not on the decision making side, but we used PowerDialer because of the easy to use integration with our CRM with Salesforce. Having these two tools in tandem was a great platform for us to do prospecting.

Incentivized

• Without Conga Composer we wouldn't be able to auto generate documents in Salesforce, the extra customisation is needed.
• The ROI is obvious when it comes to having customised documents
• As long as the data is available in Salesforce, it's available in Conga, and so we have no issues with it's efficiency

Incentivized

• Improved Connect Rates - Knowing when our team has the highest chance of success has helped us optimize our call blocks, leading to an improved connect rate.
• Dials - With dialer lists and click to call functionality, we are able to make more dials to the right people.
• Rep achievement - Though harder to quantify, the gamification has focused the team around the right KPIs.

Incentivized