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
Sendoso
Score 8.2 out of 10
N/A
Sendoso is a gift sending platform designed to support B2B sales and ABM, and provide a sales accelerant.
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.
For the most part when we have been curating our own swag and having it sent to the warehouse we have had great luck at keeping our costs minimal and then curating a holiday or themed swag box for our staff to be sent. The ease at which we can set up a build your own box and have it curated how we like is fantastic and super helpful. We love the touch of the "handwritten" notes as well! Our team always say they love these. There have been a few instances where we had issues with Sendoso and how something was handled. One example is when we created and ordered glass travel mugs from KeepCup to be sent to our team. Some of them arrived damaged and they were rejected before we could even do anything about it, we were told after the fact and not given any ability to work with the Vendor for replacements and Sendoso with a plan to use the cups that were still in tact. Through this we lost 4 boxes of inventory and hundreds of dollars of swag for our team and clients - which doesn't sound like a lot but w are a small company and this has a bit impact on us. Not to mention resolving this issue then took 5+ months of admin power and time. In the end we didn't get much resolve and being the customer in the situation felt like we were in between two companies and their policies, KeepCup did all they could to work with us for a resolution but Sendoso didn't. We felt like we got the short end of the stick in this instance
The Custom Brand Shop has been a real game-changer.
Easy to place curation requests and quick responses.
The ability to send items through Amazon but also include inventoried items is great for higher value gift bundles and lets you avoid having to source items that you may not be 100% sure about the quantity needed.
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.
We're very sticky with Sendoso and would prefer to not train the entire sales org on a new platform! That and we've already sent up a plethora of gifts the team can send out (eGifts, physical branded items, treats, plants, etc.).
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 platform is continually being upgraded to make sure the platform is usable and prevents unnecessary errors. Once you get used to the platform you can get in there and build eGift touches, physical gifts, etc. quickly. You an also send quickly and in a variety of ways. The address confirmation feature makes sending when you don't know where your recipient lives is very helpful
Sendoso occasionally has downtime, but it's usually isolated to a single feature and doesn't effect the entire platform. They are responsive when it comes to intaking these outages and are quick to work to resolve them
Their platform doesn't take a long time to load, and it typically isn't too buggy once a new feature has been out for a while. Reports are pretty quick to generate and are emailed to the user on file for use typically within ten minutes or so. I have not noticed Sendoso slowing down any of the software it integrates with at all
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.
They listened to the problem with delivery times but did not present a reasonable solution. Again, the shipping costs consumed too much budget. On one bulk send their support team agreed to take over a project for a few of the reps which is encouraging to see.
Our in person trainings were on zoom, but they are not recordings which is why I listed them as in person. You get a live person to walk you through integrations, how to use the platform, sendings best practices, setting up other users, etc. The customer success team will help you training staff users too. Ours even ran a contest for them to encourage them to send to prospects and they provided the prize!
These were CSM and Onboarding team zoom meetings where they hand-hold you, which is nice especially compared to other company onboardings. After that they have Zen desk articles and regular check-ins where you can get the training you need. I also am on a slack channel with Sendoso staff where I can ask additional questions or look for best practices.
Get Sales and Marketing both involved in the implementation so you can strategize on how you'd want to use it across your organization. This will help your CSM roll it out the way you want instead of trying to piecemeal it after you've finished the onboarding process. Also I would recommend using a mix of Sendoso Direct, Inventory and eGift sends. Relying all on one or the other will not serve you well
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.
Local vendors, including print & mail houses, are the only thing I can compare to Sendoso for similar services. Local vendors are good for ordering a bunch of swag to have at the office or [giving] away at conferences but if you are looking to send items to clients/prospects on-demand then a tool like Sendoso is a must.
Sendoso has really improved here. Along with helping you train your staff, you can now clone gift touches, sync them with salesforce from the platform directly, and send out address confirmations using your own or their email sending platform - they also just released an option for you to white-label your own domain. helping you save time and get a lot off the ground quickly
