Conga Collaborate for sales team using SFDC
March 16, 2020
Conga Collaborate for sales team using SFDC
Score 9 out of 10
Vetted Review
Verified User
Modules Used
- Conga Collaborate
Overall Satisfaction with Conga Document Generation (Composer + Collaborate)
Our team utilizes Conga Collaborate as a hub for all sales collateral and documents. We have it integrated with Salesforce.com Opportunity stages so that our Opportunity info populates in the templates in Conga. We also utilize the e-signature piece for contracts. We are able to see when someone views a document and when it's been signed.
- Integrate with Salesforce
- Open tracking
- Building templated documents
- It could have more intuitive design
- Better visuals for tracking
- Easier sorting of documents
- Quicker closing of deals
- Better insights into deal stage
- Formalizing sales process
Conga Collaborate has pricing that worked for our small team. The Salesforce integration is better suited for our needs with Conga.
Do you think Conga Composer delivers good value for the price?
Yes
Are you happy with Conga Composer's feature set?
Yes
Did Conga Composer live up to sales and marketing promises?
Yes
Did implementation of Conga Composer go as expected?
Yes
Would you buy Conga Composer again?
Yes