Case Study: accesso achieves faster, on-brand quote generation with Conga Composer

accesso® Technology Group optimizes price quotes with Conga Composer

accesso Technology Group, a global provider of virtual queuing, ticketing, point-of-sale, and guest experience solutions, was struggling with a fragmented quote proposal process. Its sales team often had to manually fix pricing, product, and contract-data mismatches in Salesforce, while also trying to keep quotes and RFP responses on-brand and consistent. accesso turned to Conga Composer to help streamline and standardize its quote creation workflow.

With Conga, accesso automated quote proposal generation, improved Salesforce integrations, and used features like Rowburner and professional services to create dynamic, editable, multi-solution templates. The result was faster, more accurate, and more consistent proposals, with quote revision turnaround cut by about one week, less administrative work for sales directors, and better visibility into proposal status. Conga also helped accesso free up more time for customer engagement and set the stage for broader contract automation with Conga Contracts for Salesforce.

Accesso

Jennifer Roth

Proposal Manager