Case Study: Brightpearl streamlines contract workflows and speeds deal closure with Conga

Conga takes Brightpearl’s ‘magic’ retail tracking taskmaster from à la carte to one-stop shop

Brightpearl, a cloud-based retail operations platform, needed to streamline its document generation and eSignature process. Their challenge involved juggling multiple vendors which forced employees to waste time manually downloading, uploading, and re-uploading documents outside of their Salesforce system. This inefficient method was costly and slowed down their contract lifecycle.

The solution was implemented by Conga, which integrated its Sign product with Brightpearl's existing Composer service. This created a seamless, all-in-one system within Salesforce, eliminating the need for multiple platforms. The results for Brightpearl were significant: employees saved time, deals were closed faster, and the company saved money by consolidating with a single solution provider. Conga's support and resources were also noted as a major benefit.

BrightPearl

Emma Cherrington

Head of Global Sales and Marketing Systems