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Excellent onboarding and support
What do you like best about the product?
I found Conga Collaborate to be easy to administer, and Conga's professional services to set up the product with Salesforce and their ongoing support have been terrific.
What do you dislike about the product?
UX is good, but could be even simpler for occasional users. We have a major challenge with adoption, so anything Conga can do to make the product so intuitive, friction-less and mistake-proof that even a 6-year old can do it would be greatly appreciated.
What problems is the product solving and how is that benefiting you?
Conga Collaborate has saved our pre-sales engineers about 75% of their time generating Statements of Work, so it's been a major productivity improvement. The system also ensures our field people use only correct, approved document versions as a starting point. That's harder to quantify, but the increase in consistency and quality ripples through the organization and saves a significant amount of frustration, rework, and customer ill will downstream.
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Conga Composer
What do you like best about the product?
The Conga Support Team is in a league of their own. They are truly one of the best support groups I have ever had the privilege of working with.
What do you dislike about the product?
I want to be able to use the advanced editor in lightening
What problems is the product solving and how is that benefiting you?
We use Conga for situation specific email and written communications with our customers
Conga changed the way we present proposals to our clientele...
What do you like best about the product?
Composer is amazing. Being an independent agent, its tough to build brand recognition when everything is branded with the carriers info, not the agency. Composer allows us to create a proposal that leaves the impression of the agency branding, not the companies we write business through.
What do you dislike about the product?
It took a while to get up to speed on the technology (Multiple Q&A calls through implementation and sustainability)
What problems is the product solving and how is that benefiting you?
*Agency Brand Awareness
*Understanding of multiple proposals in a single visual tool
*Ease of use internally (My sales team doesn't feel its a cumbersome tool)
*Understanding of multiple proposals in a single visual tool
*Ease of use internally (My sales team doesn't feel its a cumbersome tool)
Great tool for Salesforce
What do you like best about the product?
It saves time for salesforce users when creating documents, before they were forced to copy and paste values from salesforce to a text editor.
What do you dislike about the product?
You can not customize so much the email generated when working with conga composer and conga sign.
What problems is the product solving and how is that benefiting you?
Saving time, this allows users to spend time in other tasks.
Easy to configure and easy to use.
Easy to configure and easy to use.
Onboarding Document Creation
What do you like best about the product?
Easy to add a custom button in Salesforce for our employees to quickly send an onboarding overview document. This includes discussion points, goals, etc. from our kickoff calls.
What do you dislike about the product?
No major concerns. We have a unique setup and being able to send a document would be easier which Conga does but it won't work with our use case.
What problems is the product solving and how is that benefiting you?
Streamlines our onboarding process to quickly deliver an email with expectations for us and our clients.
Recommendations to others considering the product:
If you want easy document creation or email deliverability directly from Salesforce I would recommend. Especially since Salesforce emails are fairly simplistic. This product allows full document/email customization via html, etc.
Saves loads of time and effort with document generation
What do you like best about the product?
The flexibility of being able to design our own templates in MS Word, Powerpoint and Excel and extract the necessary fields of data where we want it and how we want it all at a click of a button is fantastic.
What do you dislike about the product?
There is a bit of a learning curve and for new hires in our team with no prior experience using conga, it requires a great deal of hands-on training. The documentation and resources available through the various conga support channels are great, but difficult to navigate for the inexperienced that don't necessarily know what to look for.
What problems is the product solving and how is that benefiting you?
We primarily are using it to auto-generate documents such as proposals, agreements and program summaries - all of which are completed with a click of a button on their appropriate object pages in Salesforce.
Recommendations to others considering the product:
Take the time to go through the documentation. It will help you identify new ideas and ways of using the tool.
Conga makes our processes more efficient
What do you like best about the product?
It gets proposals and invoices out the door faster
What do you dislike about the product?
Nothing yet - I haven't used the product directly but it seems to work fine
What problems is the product solving and how is that benefiting you?
Invoices, proposals and processes running more efficiently
Its always pleasure to get new things from conga
What do you like best about the product?
Mostly everything I like about conga specially the mapping of the fields.
What do you dislike about the product?
Recently we have a request for the PDF workaround that not done yet
What problems is the product solving and how is that benefiting you?
Easy pdf generator which our business team was impressed
Excellent Product and Customer Service
What do you like best about the product?
Once you've learned how to use Conga, it becomes a very helpful tool. Conga is incredibly flexible, so more than likely you'll be able to accomplish any document-creation goals with it. Also, customer support is excellent. There are some helpful resources online for some simpler issues, but the Conga support staff are incredibly helpful if you need more assistance with anything.
What do you dislike about the product?
At first, it can be somewhat intimidating to begin using the software. There is a learning curve there.
What problems is the product solving and how is that benefiting you?
Conga is allowing members of my organization to automatically create documents that they would have had to manually create in the past. They are also able to do things like including files that are attached to the record in Salesforce, which saves even more time.
Recommendations to others considering the product:
It is helpful to get a full tour of the software from Conga themselves. Before I did this, I was having some difficulty with figuring out some of the features, but the guided tour from Conga allowed me to figure it out.
Great Product
What do you like best about the product?
It is very helpful to have conga documentation
What do you dislike about the product?
The way of debugging, Also it will include only one sheet from excel in combined pdfs if we don't set a print area.
What problems is the product solving and how is that benefiting you?
Automatically PDF Generation
Recommendations to others considering the product:
Multiple sheets in excel
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