Conga
161 Case Studies
A Conga Case Study
Davies Office, the largest independent re-manufacturer of office furniture in the U.S., was producing about 10,000 purchase orders a year using a seven-step, manual Excel-based process that required salespeople to copy opportunity data into spreadsheets and take on average 2 hours spread over 3 days to finalize each PO. Formats varied by user and files were stored locally, making management, consistency, and retrieval difficult.
By implementing Conga Composer with Salesforce Sales Cloud and a single master PO template, Davies now generates and emails POs directly from the Opportunity record with one click, automatically attaching documents to Salesforce and updating PO status. The process now takes under eight minutes, delivering over $60,000 (about $61,000) in annual savings with a three-day payback, standardized output, centralized storage, fewer errors, and faster reporting — and the company is expanding the solution to quotes and manufacturing orders.
Mike Nguyen
IT and Operations Manager