Conga: Fueling Effective Digital Document Transformation

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Christopher Bradman, Vice President, APAC
Regardless of the industry, documents are the backbone of businesses today. However, managing this ever-growing abundance of paperwork to host critical transactional and communication information has become a real challenge. Amidst the prolonged drawbacks of poorly-managed paper-based documentation—from storage issues to inaccessibility of essential data stored in Customer relationship management (CRM) and other systems—improving document management workflows demands a complete makeover of the documentation process. Digital disruption and changing customer expectations are upending traditional business models, and Digital Document Transformation (DDX) is becoming ubiquitous as it eliminates bottlenecks and process inefficiencies. Companies are readily accepting the trend as part of a competitive strategy as it streamlines operations seamlessly by reducing both paper and labor costs, eliminating manual processes, and providing improved security and regulatory compliance.

Positioned as a top global Salesforce Platinum ISV Partner— Conga—is catering to the needs of the businesses with its all-in-one Digital Document Transformation Suite that simplifies the processes like document creation, contracts management, and capturing eSignatures. Conga has packaged its flagship products on the Salesforce AppExchange to help companies get going with their live data inside the Salesforce environment. “We want to inspire, enable, and guide customers to modernize their document and contract processes through digital document transformation. We thrive for our client’s success,” asserts Christopher Bradman, Vice President APAC, Conga.

CONGA Suite for Digital Document Transformation

Conga has successfully established itself as a leading provider of end-to-end digital document transformation solutions. The company offers a suite of products as the Conga Suite, which includes Conga Composer, Conga Grid, Conga Collaborate, Conga Contracts, Conga Sign, Conga Orchestrate, and Conga AI. Right from collaboration and creation, through contract management and negotiation, to agreement and e-signature, the Conga Suite has set the standard for automating business productivity and CRM investment. Through its solutions, the company aims to simplify and automate intelligent data, documents, contracts, signing, and reporting outcomes delivering faster ROI.

Conga’s flagship document generation engine is Conga Composer, which is also the highest volume downloaded paid app on the entire AppExchange. It helps users create sales agreements, send it out to prospects, and then use Conga Sign— the eSignature solution—to validate the data and execute the document.

To make it incredibly easy for users to create documents from their live data on the Salesforce platform, the company offers Conga Grid—a data management product. It enables users to quickly navigate, visualize, as well as manage Salesforce data across multiple objects—all from a single, actionable grid. Moreover, Conga Contracts was introduced to streamline the contract process in Salesforce through full contract lifecycle management. Built on a proprietary SaaS platform, going beyond generating documents and contracts towards intelligent contracts, it provides key CLM functionality and helps sales teams move through the contract process more quickly and easily. Conga Contracts targets contract processes such as creation, negotiation, management, and analysis. It lets the user negotiate or redline contracts and send them out to the intended parties. Moreover, the AI algorithms on the platform instruct users about the clauses that are most frequently required to send to the customer, which helps to further cut down on review cycles and the number of redlines.

To help users create, collaborate, and share documents easily through web links on any device, Conga Collaborate was brought into the market, allowing enterprise wide document generation and the ability to track, analyses and report on how your customers engage The Testament of Success.

With a proven track record of successfully serving a vast range of industry verticals, Conga has continually achieved market traction. The multitude of use-cases best exemplifies the company’s capabilities. For instance, Tuff Shed—a manufacturer and installer of storage buildings and garages—needed a one-stop suite for DDX to get rid of the slow sales process riddled with errors. The company was not able to manage the increased complexity of the growing average transactions while simultaneously maintaining its custom configurator.With the aging workforce, disconnected business systems, labor-intensive post-sales process, and slow end-to-end process, digital transformation was long-overdue for Tuff Shed.

We want to inspire, enable, and guide customers to modernize their document and contract processes through Digital Document Transformation

Tuff Shed aimed to meet the needs of its production, wholesale, and retail sales teams, and provide its customers with multiple points of contact to make a purchase through the company more accessible. For that to happen, Tuff Shed needed to eliminate the manual steps in its operational workflow from selling to payment, which would ultimately save time, resources, and cost. To generate better ROI and have happier customers, the need for simultaneously generating the documents was inevitable. Perfectly poised to address these challenges were Salesforce, Conga, and KB Max, which provided the total solution. Tuff Shed uses Conga to create state specific sales contracts as well as pulling all the information from KBMAX and Salesforce needed to manufacture and install the buildings. Conga also ensures they are signed off by the customers which has dramatically reduced error rates and complaints.

Tuff Shed not only decreased material usage rates by 1 percent, but achieved a 25 percent decrease in retail discounts. The company was also able to reduce the number of phone calls by 500,000 and reduced job errors for a $2.9M reduction in soft costs. As a whole, Tuff Shed achieved a $7.6M sales increase in 2019.

Meeting and Exceeding Client Expectation

As the No.1 paid app on the Salesforce AppExchange with more than 1,500 5-star reviews, Conga has over 1 million licenses from 11,000 customers across more than 85 countries that trust the company with their documents and contracts. Being a customer-centric organization, it comes to no surprise that Conga has got a Net Promoter Score (NPS) of 71. The company strives to continue developing and innovating its solutions to help companies ride the digital transformation wave. Providing insight into the company’s approach toward delivering solutions that are directly aligned to customer expectations, Bradman explains, “We continue to improve our products based on customer requirements, their feedback, and the market scenario. We regularly consult with our external executive advisory board of customers to align ourselves with their particular capability and feature requests.”

During Bradman’s tenure, the Conga APAC business has seen over 400 percent growth in headcount and more than 30 percent YoY increase in new clients while achieving net revenue retention over 130 percent. Having carved a niche for themselves in the market, Conga is renowned for its potential in accelerating sales, driving business growth, and generating ROIs for companies. Conga is gearing itself up for the future by leveraging artificial intelligence with a focus on driving greater efficiency. Conga aims to draw better insights from the vast amount of data that exists in the document process—from the creation, negotiation, and signature capability perspective.

To serve more customers and explore other markets, Conga has been continuing to expand its footprint globally. The company has recently opened a new head office in Broomfield, Colorado, with best-in-class facilities for its expert team. “Our focus is on attracting, nurturing, and retaining key talent because that’s the only way that we’re going to continue building a successful organization. We aim to drive meaningful impact on the lives of our customers, partners, and employees through our innovative solutions. Simply put, if you need documents, you need Conga,” concludes Bradman.


Broomfield, CO

Christopher Bradman, Vice President, APAC

Conga is a one-stop shop for digital document transformation, offering end-to-end capabilities for document generation and contract lifecycle management. As the leader in Digital Document Transformation, the company provides a suite of products that spans from creating the document through its entire lifecycle management. The Conga Suite includes Conga Composer, Conga Grid, Conga Collaborate, Conga Contracts, Conga Sign, Conga Orchestrate, and Conga AI. Right from collaboration and creation, through contract management and negotiation, to agreement and e-signature, the Conga Suite has set the standard for automating business productivity and CRM investment