Case Study: Lindamood-Bell achieves weeks-faster enrollments and streamlined e-signatures with Conga Collaborate (Conga)

Conga Collaborate gave Lindamood-Bell a fresh, seamless step-eliminating process

Lindamood-Bell Learning Processes, a 30-year-old education organization with locations across the U.S. and internationally, struggled with a paper-based enrollment system that caused multi-day delays and required manual data re-entry. After migrating to Salesforce, the company still needed a way to generate complex, conditional documents (show/hide logic) and sought a document automation solution via a proof-of-concept.

By implementing Conga Collaborate (with DocuSign for e-signatures), Lindamood-Bell turned its enrollment agreement and a 68-version recommendation document into online templates generated from Salesforce. The change cut enrollment from days or weeks to minutes, eliminated manual data entry, kept Salesforce data current, sped CRM adoption, and delivered a faster, more modern customer experience.

Lindamood-Bell

Elizabeth Hardman

Director of Learning Center Operations