Conga Composer vs. Salesforce Mobile

I'm early in my Conga Composer journey but, even in my limited experience, there is nothing it can't handle (within reason) and the sky's the limit. I have found it rather difficult to learn (most queries) as I'm learning on my own with the Conga Learning Center and YouTube videos.

Incentivized

Being out from the office, [Salesforce Mobile (formerly Salesforce1 Mobile App)] is a supporting tool to bring all the information with you without having the need of bringing the laptop. As I said before, I am a sales manager and it is much more comfortable for me to use the mobile app instead of bringing a bag or something similar only for the laptop. However, it wouldn't make any sense to use it in the office as you can enter into Salesforce from your computer and have a better experience with the SF product as it is much more comfortable to use. At the end it has a much larger screen than a phone or a tablet and it has many more possibilities as a whole

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

• The ability to construct lead list for various marketing channels and have our staff prioritize calls. It's simple to use, just has to be set up once, and it's safe.
• The most important aspect of this app is that all of its features are incredible, especially the reporting capabilities and the ability to quickly input customer information.
• The app allows sales reps to focus on opportunities while on the field. The app has a feature that allows you to set up quick action for a variety of tasks.

Incentivized

• Initially, it is hard to comprehend as the setup process is a bit complex. More user adoption tools, such as tutorials and resources, would help.
• Sometimes the error message is very generic and hard to troubleshoot.
• Better UI would also be a plus.

Incentivized

• Just like Salesforce, there's a lot you can do with the app. It can feel overwhelming if you don't know what you're looking for.
• This isn't necessarily a fault, but when you use Salesforce on a computer most of the time, when going to Mobile you do have to make an adjustment and be prepared for a different layout and navigation.

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

We have to have it !! We love the product and most of us use it everyday - many times daily !!

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

Salesforce Mobile is very useful to our organization. This makes the job of an agent more convenient. We can easily access it on our mobile phones. When you need an update for a certain lead, you can simply check it using your phone, you don't need to spend more time opening it on your computer or laptop.

Incentivized

It was available, it just didn't always work depending on what glitches were happening within our app

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

I haven't had the need to contact support, but the online community has a VAST knowledge of support if you're in need. For instance, I needed to know how I could set the dashboard up to automatically refresh and the online community helped me within minutes.

Incentivized

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

Incentivized

It went great - need more discovery next time

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 have used HubSpot and Copper CRM at previous companies but both of them are fundamental CRMs. Salesforce can truly be implemented to meet your unique business attributes and can scale as your company grows. It's no wonder it's the #1 CRM in the world. Plus with 100s of integrations to other apps, Salesforce can achieve a lot more than just managing sales.

Incentivized

Not fair. Its an upfront cost and then pay per use

Incentivized

We used it for something simple and it was still a pain to use

Incentivized

Needs additional training on what they are selling, how to install and use to explain to customers

Incentivized

• Timely document creation to ensure important records reach customers quickly.
• Documents generated to act as sources of truth and are contractually binding, so the product is very reliable.
• The documents generated are on brand and provide a consistent archive for protocol and audit purposes.

Incentivized

• Reduces the amount of times i need to get in the computer during weekends (to check stuff)
• Reduces the heaviness of my bag when im doing field sales
• no negatives, if it had i would just do it in the computer

Incentivized