How to use Conga Contracts to make your templates dynamic to accommodate for various versions and legal language dependencies.
A look at the Conga Contracts data model and how it works.
Traction on Demand created an employee stock ownership plan (ESOP) to foster a founder's mentality and sense of ownership in every team member. When the organization first embarked on this journey, it became evident that these programs can be quite expensive to administrate. In this session learn how Traction on Demand is using the Conga platform to simplify their internal processes, enhancing their employee experience and freeing up time to focus on the things that matter.
In today's session, Appirio will discuss two of its clients, McGraw Hill Education and Deluxe corporation both were looking for a streamlined and robust Contract Life Cycle management solution in place using Conga Contracts for Salesforce and Conga Composer products.
#Research Conga surveyed thousands of business professionals worldwide to discover the current State of Digital Document Transformation. See a preview of this exclusive report to discover which trends are shaping digital transformation, what challenges organizations face, and the current and future roles technology will play in assisting in a company's digital transformation initiatives.
#Composer #Batch #Trigger Learn how Medtronic, Burgundy Asset Management, and BCD Travel have automated many of their key business processes. These worldwide organizations from the high tech, financial services, and medical industries are relying on technology to deliver an improved customer experience. Learn more about the Conga applications they used and how they are saving time, cutting costs, and scaling with document automation.
#Collaborate #Sign #SalesforceCPQ True automation can be a dream come true. This session will introduce you to a fast, easy way to streamline your sales quotes using Salesforce CPQ and Conga Collaborate. Create professional-looking, branded, and interactive proposals with Collaborate for easy turnaround and gain the ability to close deals faster. See the difference that Salesforce CPQ & Conga makes for businesses of all sizes.
#CertPrepCourse To maximize the power of Conga Composer, learn how administrators can customize their solutions using parameters and integrate Composer with other products to streamline their business processes. This session also explores troubleshooting topics, Global Merge, and Composer add-ons. This course will be offered again in sequence with the Composer series of courses on Thursday. Composer Series Course 4 of 4.
#CertPrepCourse Unleash the power of Composer with the Automation Suite - Conga Batch and Conga Trigger. This certification prep session covers important automation topics such as how to launch your batch solutions, Salesforce Workflow rules, and converting button URLs to formula fields. This session is meant for administrators who have already earned their Composer certification. This course is also offered on Thursday.
#Contracts Businesses are leaving money on the table by not implementing contract lifecycle management (CLM) fully. In fact, Forrester says that fewer than one in five of all CLM customers Forrester interviewed capture all the strategic values a CLM implementation can bring. For the past 10 years, Conga has helped businesses just like yours create a contract management process that spans all types of contracts. Join us as we help you realize the full value of your CLM investment. Panel includes experts from HCA Healthcare, New York Blood Center, Etsy and Ascension Technologies.
#Workshop The average cost to businesses of processing and reviewing basic everyday proposals and contracts has risen. Learn more about how costly contracting and proposal management can reflect growing strains on legal, operations, sales, finance, service, and procurement organizations. Join this interactive session to uncover how efficient businesses can cut down on the costs of managing proposals and contracts.
#Contracts Join us for the annual on-site meeting for members of the Conga Contracts User Group, moderated by Sarah Ison.
Contracting is a team sport often mistakenly seen as the overall responsibility of a single group, like the in-house legal department. This can be challenging because inefficiencies associated with contracting are often complex and difficult to overcome by any one function. As the business environment continues to change rapidly, organizations are under increasing pressure to "do something" to make contracting simpler, faster, and more useful. Challenging times provide fantastic opportunities for leadership and innovation. Regardless of who ultimately takes charge in driving contracting innovations, this session aims to provide thought provoking ideas that can be implemented in the contracting area to transform ease of doing business and drive better business outcomes.
#Contracts So you've got Conga Contracts for Salesforce and dream of selling smarter and faster. You know that this CRM tool can make your sales processes more efficient and improve the productivity of your sales teams, but your users are reluctant to use it. How do you create an end-to-end sales and contract approval process that your sales teams will actually want to use? First let's take stock of all of the different parties involved to understand their business needs and goals for a sales and contract approval process. Then we'll look at how Conga Orchestrate can help automate some of the manual processes they are facing.
#Composer If you want to drive successful adoption of Salesforce, you need to add Conga to your key tech stack. Learn how you can take advantage of the powerful new features in Conga Composer to revolutionize your business processes and supercharge your company's productivity. Join Peter Terhune, employee #4 at Conga and former Salesforce MVP, to learn the tips and tricks needed to automate the many manual and time-consuming tasks in Salesforce.
#Orchestrate Workloads can be quite complex, and getting a complete picture of all tasks across multiple processes can be challenging with simple reporting tools. In this session, we'll help you learn how to set up Conga Orchestrate reports and dashboards to get the best visibility into task workloads and how to optimize.
#Composer Take a deep dive into the impact of automation that will change our world for the better. Discover how document generation software can help you to save time, put a stop to manual entry, and streamline your paperwork process.
#Composer #Trigger #Batch Join Brian Farr, Director of Product Management to learn how to further automate your Composer processes. He'll help you to identify all the various ways companies can leverage automation to get the most out of Conga.
The best way to see how Conga is digitally transforming businesses is directly through our own customers' experiences. Join Will Spendlove, VP of Product Marketing, as he welcomes four successful Conga Customers as they leverage Digital Document Transformation to drive amazing results. Learn from Cox Automotive, T-Mobile, FactSet Research, and First Citizens Bank.
Join Conga CTO Doug Rybacki in exploring the critical nature of the documents you rely on daily and Conga's approach to modernizing them through Digital Document Transformation. Learn how Conga is solving the document issues that have prevented companies from meeting the expectations of ease and accuracy, while simultaneously redefining what it means to be a trusted vendor and partner.
#Composer #Contracts #Orchestrate Understand how Robotic Process Automation (RPA) can help your business and how it's incorporated into your favorite Conga apps. By the end of this session, you'll have new knowledge and insight into what RPA is and how it fits into your Conga suite, as well as how to learn more about the exciting use cases for this innovative technology.
#Grid Gain insight into how you can optimize your service operations and project management tasks with Conga Grid. See how functions like conditional formatting can keep your projects on track, on time, and help you stay ahead of the game.
How to set your organization up for success when embarking on a digital transformation journey.
You exist because of, and for your customer. Ensuring your customer's delight can fuel your success in a significant way. Please join us as we discuss five sure-shot tactics to guarantee on-going customer delight, loyalty and attract new customers.
#Empowerment #AI The future is here! Conga's newest product, Conga AI Analyze, leverages artificial intelligence (AI) and machine learning (ML) to generate actionable business insights from digital documents and contracts. Join us to hear from one of our early adopters, Workspace Property Trust, as they share their experience with Conga AI Analyze and how they saw a 50% faster and more accurate lease abstraction.
The degree to which non-profits can affect change and satisfy needs is dependent on their ability to operate and mobilize effectively. In this session learn how non-profits are layering in technology to support their mission and drive efficiency.
#Orchestrate In this Product Spotlight, we show how Conga Orchestrate can automate your contract processes, with approvals baked in.
#Inspirational In today's business world, the pace of change is faster than ever. Organizations are undergoing major organizational shifts and adopting new technological approaches to keep up and even gain a competitive edge. Learn how top-performing organizations are using Conga and Salesforce apps to have a major impact on the way we work and the improved experience we deliver to customers. This session will provide you with the insights, knowledge, and steps to take in order to implement new Digital Document Transformation (DDX) approaches that will transform your organization.
#Sign #Composer #Grid Join us for a Q&A session with Leslie Carrigan and Brandon Smith from PatientPoint as we hear their story of sales transformation leveraging Conga Composer, Grid, and Sign. PatientPoint is actively working through their digital document transformation transformation journey with some manual processes already automated and more on the horizon, including partnering with Conga on advancements to the Conga Sign product.
#Collaborate #Automation Sales automation software takes the manual, time-consuming tasks sales reps, managers, and leaders do on a daily, weekly, or monthly basis and automates them. Not only does it turbocharge your efficiency, it also improves accuracy and accelerates your sales process. Learn more about how you can leverage sales automation software, like Conga Collaborate, to help your inside and outside sales teams close deals faster and provide sales leaders with the insights they need to forecast sales.
Join this panel discussion to see how four small/medium organizations are making BIG process improvements using Conga solutions. Representatives from various industries, including non-profit, media, and financial services, will share how they are pumping up their efficiencies to better serve their customers. SMB panel includes: Lisa Thornsberry, Bankers Financial Corporation; Jennifer Li, Robin Hood Foundation; Melanie Sayed, SmartBrief; Eric Miller, Irvin-Simon Photographers.
#Contracts The importance of contract lifecycle management (CLM) solutions for business success has been a point of emphasis for years, proving that robust CLM can have an enormous impact on many facets of business. There are now solutions that provide end-to-end contract management, but the new focus within CLM technology is still developing, and largely misunderstood: the capabilities of artificial intelligence (AI). AI is a game-changing advancement to contract management, allowing us to leverage data like never before. But how can AI really impact your CLM process? Join us live to hear from Conga Head of AI Jason Gabbard while he addresses the importance of data within contracts, and how that data can provide key insights; common ways AI will impact CLM; and what people think AI is, versus its real-life application.
#Contracts Business intelligence is the key to monitoring business trends, so you can detect significant events and get the full picture of what's happening inside your organization. Business intelligence is also important to optimize processes, increase operational efficiency, drive new revenue, and improve decision-making within the company. Join this session as we share best practices for the five components responsible for analyzing the data stored in Conga Contracts: Analysis, Visual Analysis, Analytics Report, BI Dashboard, and BI Toolbox Portlet.
#Contracts In some regards, a contract is like your kid. You create it with high hopes, watch as it grows and evolves, get the community involved to shape it, and finally release it to the world—more or less independent, but at least fully formed—with a sigh of relief. Given those parallels, it's no accident we use the word "lifecycle" when we talk about contracts. But just like with humans, seeing success is less about the raw material you're given than it is how you manage it. Join expert Jim O'Hare as he leads a panel to discuss contract lifecycle management (CLM) best practices for implementation. You'll hear about all the things that matter most in a business: greater efficiency, cost savings, accuracy, speed, and more. This panel includes speakers from Simplus, First Citizens, Nimbus Therapeutics, and Utah Governor's Office of Economic Development.
#Contracts Join the Conga Contracts User Group meeting to learn about new product enhancements and use cases. Use this opportunity to weigh in on future product enhancements and help guide the future of this Conga Contracts.
Challenge: The Deluxe Contracts team leverages Salesforce as their primary system of record, but they were unable to prepare and negotiate contracts within the system. Because of this, tracking and visibility of non-standard terms and conditions were limited even after the contract was signed resulting in confusion for the Deluxe team and customer alike.
Solution: Implement Conga Contracts for the ~20 users who negotiate and prepare contracts for Deluxe, including 11 templates and over 300 clauses in the Clause Library.
Results: Using Conga Contracts, the Deluxe Contracts team can now prepare and negotiate their various contract types directly within Salesforce. This not only simplifies their contract process, it improved the tracking and visibility of the contract, including special terms and conditions, throughout the entire relationship with the customer.
#Composer Learn from your peers and share best practices and ideas in this moderator-led roundtable focused on identifying common problems in document processes and unique ways to solve them.
#Composer #Collaborate Join the Document Generation User Group meeting to learn about the new product enhancements and use cases. Use this opportunity to weigh in on future product enhancements and help guide the future of this Conga Document Generation.
#Composer Looking for a little extra guidance or inspiration to help you meet your automation goals? Learn how Planet Fitness is leveraging Conga to conduct franchisee fitness club reviews and streamline ordering of cardio and strength equipment. Get motivated from PlanetFitness's experience leveraging Conga to achieve a more efficient and effective experience for gyms across the country.
#Collaborate It's no secret that marketers are stretched thin. Not only are you developing campaigns and strategy, but you're also tasked with enabling the sales team with the latest content. There's never been a better way to ensure your sales team is delivering relevant, personalized customer experiences. Join Lindsay Baskerville from Dude Solutions and Sarah Hankins from Conga to learn how you can leverage Conga Collaborate to manage, deliver, and optimize sales content.
With record low global unemployment, an increasing focus on transparency in business culture and practice, companies must redefine how they manage the experiences of employee for their full lifecycle, from hire to retire. Traditional HR practices need to put the employee at the forefront, to ensure they can attract, retain and maximize talent. With an energized focus on diversity and inclusion, Traction on Demand has embraced the concept of Employee Relationship Management, treating our employees like we do our customers. The Conga suite of Orchestrate, Composer, Grid, Sign, Collaborate and Conga AI combines with Salesforce.com, resulting in innovative approaches to managing employee lifecycles. As a result, the employee experience is effortless, managers are enabled and empowered and HR becomes more than just an order taker, but a trusted advisor.
#Sign See what's new with Conga Sign! In this session you'll see how to set up and use Sign, including how easy it is to configure tags for write back into Salesforce, saving users time and eliminating manual and error-prone processes along the way.
Keys for navigating the digital transformation to a paperless world in financial services.
#Grid In this Product Spotlight, we show how surfacing relevant data with advanced conditional formatting using Conga Grid can improve focus and efficiency, uncovering new insights hidden deep within the details.
#Insights Salesforce is "the" system for sales actions, but serie data needs attention, too. Performing multiple actions and data management tasks in Salesforce can often be difficult. Learn how to uncover insights hidden deep within the data with Conga Grid and see how Guidewire Support uses Grid to optimize productivity.
#Orchestrate Join the Conga Orchestrate User Group meeting to learn about the new product enhancements and use cases. Use this opportunity to weigh in on future product enhancements and help guide the future of this Conga Orchestrate.
#Collaborate Get ready to be inspired as you learn how GE Additive and Cox Automotive envisioned and delivered a better customer experience with Conga. Whether you're buying a car or implementing a new software, GE Additive and Cox Automotive rely on technology to deliver the experience their sales team and customers expect. Learn more about the Conga applications they used and the outcome it provided for their customers, dealers, and employees.
#Automation Learn from your peers and share best practices and ideas in this moderator-led roundtable focused on identifying all the ways companies introduce data and process automation. Get new ideas on areas you should focus on automating.
#Sign Join the Conga Sign User Group meeting to learn about the new product enhancements and use cases. Use this opportunity to weigh in on future product enhancements and help guide the future of this Conga Sign.
#Collaborate Digitization is disrupting the way we live and work. Sales leaders and sales teams now have new, innovative ways to ways to drive improved decision making and productivity. Learn how you can use Conga Collaborate to empower your sales teams to sell smarter by using real-time buyer insights. Walk away with the new management dashboards every leader needs to drive high performing sales.
#Grid Join the Conga Grid User Group meeting to learn about the new product enhancements and use cases. Use this opportunity to weigh in on future product enhancements and help guide the future of this Conga Grid.
Career and family-minded people everywhere understand this basic problem: Everyone wants to be able to have it all—work, sleep, family, fitness, and friends—but there are only 24 hours in a day. In "Pick Three", Randi Zuckerberg encourages others to follow her lead to be "well-lopsided," a term she says has saved her life. Between having her own radio show, starring on Broadway, speaking across the globe, creating Facebook Live, and being the mother to two boys, Randi has a lot on her plate. As Randi explains, you don't have to focus on each of the five areas every day—more important, you can't!—but you can prioritize them individually over time. And if you choose three each day, you can go a long way toward personal and professional success and satisfaction.
In "Pick Three", Randi dives deep into each of the five categories, revealing stories from her own impressive career, as well as engaging interviews from Olympic athletes, medical professionals, media moguls, seasoned Silicon Valley leaders, and even her own mother, Karen Zuckerberg. This practical handbook proves that there is a way to manage all the tensions we face each day.
Featuring an entire workbook section to inspire a well-lopsided life, "Pick Three" is the ultimate guide to helping anyone—from experienced entrepreneurs to emerging professionals to active parents to busy students—reject the unrealistic burden of balance and enjoy success on their own terms. Because you can have it all, if you just Pick Three.
#CertPrepCourse Unleash the power of Conga Composer with the Automation Suite - Conga Batch and Conga Trigger. This certification prep session covers important automation topics such as how to launch your batch solutions, Salesforce Workflow rules, and converting button URLs to formula fields. This session is meant for administrators who have already earned their Composer certification.