Conga Composer vs. Salesbook

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

The most important thing is definitely the tablet app. It has the entire sales process built into it - from making a presentation, preparing an offer (and even comparing competitors' offers) to signing a contract and sending a follow up to the customer. The implementation went very smoothly, but you also have to put some effort into it. For what it's worth afterwards, the savings in time and money are invaluable.

• 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

• The detailed reports help a lot in analyzing sales.
• Thanks to the tablet app, I don't have to enter the data into another system after the meeting with the client. I can do it during the meeting.
• Smooth integration with external tools.

• 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

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

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

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

• 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