Automates our personalized document creation and send -- easy for our users
Use Cases and Deployment Scope
We provide training and grants for gender equity advocacy. Therefore we have a need to provide acceptance emails/letters to participants that have personalized data from our Salesforce system. We use Conga Composer to create and send these acceptance letters, and also grant agreements with personalized details. We also use Conga Composer to generate word documents for our Communications team to develop leader biographies from data collected in onboarding forms. Finally, our development team uses Conga Composer to create and send custom donation acknowledgement emails and letters.
Pros
- Makes generating personalized documents easy for the user
- Easy to send emails and letters that are generated
- Customization of solutions is robust
Cons
- Developing solutions is not entirely intuitive but there is strong documentation on how to do it
- Automatic spacing in emails is not always ideal
Return on Investment
- Conga Composer saves our users time on document creation
- Conga Composer automated document creation provides greater accuracy than manual creation
- Our program managers and development professionals are more efficient at their job when using Conga Composer with Salesforce
Other Software Used
Salesforce CMS, FormAssembly
