Conga CLM Review
Use Cases and Deployment Scope
We use Conga CLM in conjunction with Composer to generate our master service agreements so we can send them out, have new clients sign and execute, and bring them onto our platform.
Pros
- One of the things we absolutely love about it is that it's completely baked into Salesforce. Everything we do happens in Salesforce; it gets initiated there, and with it built and executed there, the speed at which we can move is really amazing.
- One of the biggest challenges we had was getting the creation of our service agreements out to prospects. It took a long time, putting in legal requests, having legal put the documents together, and having them come back to sales so that we can import them into DocuSign and send them out for execution. Conga CLM has taken care of all of that for us. So DocGen, the approval process, redlining, all of that happens right within the application, and boom. We use Conga Sign, and it gets sent out and executed. We have a new client.
Cons
- I think the only thing I always go back to really happened during the implementation phase, and as a Salesforce administrator, one of the things I want to do is learn. And I want to be able to learn the back end, you know, learn how everything gets put together. And I wasn't really part of that build during implementation. The implementation manager we worked with was phenomenal: she handled all the backend work and then led multiple training sessions with me, which were fantastic, but there were a lot of gaps. And I had to go out and really learn how to close those gaps on my own.
- I do wish there were a little bit better training modules out there. I know that they have a learning center. Unfortunately, it wasn't budgeted for me to be able to pay for that. So I had to do a lot of gap-filling on my own, but once I got it, it's very easy to administer. And as I said, it's running flawlessly for us. And when we do have changes, now I'm the one who can do it. I don't need to worry about hiring a professional services person, which is what I had to do with the previous vendor that we used for CLM. And I can do it on my own, and it's quicker. We got to a really good place. It just took a little bit of time.
Return on Investment
- Conga CLM has definitely cut the time in half, if not more, to generate our documents and get them through the approval process. We don't have a very extensive approval process, and enough of one that it can get caught up with different areas of departments, like legal and upper management, if there's a lot of discounting that we're trying to get through, but it's faster now. Our process is email-based, and so our departments know when we see those emails, it's important, and we have to get that approval. The time from contract start to getting it out the door and executed has just gone down. I don't know the exact percentage off the top of my head, but I know the team's a lot happier because we're closing business much faster now.
Other Software Used
DocuSign, Salesloft, Geopointe
