Conga
161 Case Studies
A Conga Case Study
Enovate Medical, a manufacturer of point-of-care computer workstations, medication transport systems and power solutions, faced an inefficient, error-prone process for field reps to file work orders and case logs. Twenty reps spent about 30 minutes per order, 10–15 times a month, creating inconsistency and extra revision time.
By implementing Conga Composer to merge Salesforce data into a standardized template and using Chatter for real-time reporting, Enovate streamlined the in-field workflow, creating accurate work orders that match opportunities and a permanent case log. The change saves about 5–8 hours per month, reduces errors, and will be expanded to the sales team to simplify quoting.
Joey Len
Salesforce Administrator