Using Conga in Higher Education
March 25, 2016
Using Conga in Higher Education
Score 8 out of 10
Vetted Review
Verified User
Modules Used
- Conga Composer
Overall Satisfaction with Conga Composer
I work at a university and Conga Composer is being used by our admissions office to generate print mail to send to prospective students. We currently are generating and sending about 30 different documents via Conga Composer.
- Merge data directly from Salesforce! No need to export data and merge in a separate source.
- Automatically store details in the Contact's Activity History so that you can see who has received what documents.
- Very easy to create basic document templates and relatively easy to learn even some of the more advanced options.
- Ability to generate a document for one particular person OR for a group of people defined via Salesforce Report, Campaign, or SOQL query.
- If processing a document for a large group of people the process can sometimes be slow and sometimes freeze.
- Has made staff more productive by allowing them to take less time on document generation.
- Has given us easy insight into what documents we have generated and when.