Case Study: PayPal achieves improved Salesforce usability and streamlined adoption and management with Conga X-Author Enterprise

Conga X-Author Enterprise improved Paypal's usability and solved issues with adoption and management

PayPal required a way to support Salesforce users across a wide range of functions but faced poor usability and low adoption because teams had to collect data in Excel then switch to Salesforce for administrative work. These disjointed processes created inefficiencies and management challenges.

By deploying Conga X-Author for Excel, PayPal surfaced Salesforce data directly within Excel, eliminating the need to toggle between applications. The integration streamlined workflows, improved usability, and resolved prior adoption and management issues.

PayPal

Chris O'Rourke

Director, EMEA Sales Operations