Case Study: Healthwise achieves automated billing, streamlined ERP‑CRM integration and revenue growth with Conga

Healthwise scales critical business processes with Conga

Healthwise, a provider of health information and services, faced challenges connecting front- and back-office operations. Their homegrown system required manual billing and created complex ERP–CRM integration issues that limited visibility across the customer lifecycle.

By replacing the legacy system with Conga solutions, Healthwise automated billing and simplified ERP–CRM connectivity to deliver end-to-end customer information to sales, finance, and product teams. The change improved operational visibility and enabled revenue growth without adding overhead—an outcome Healthwise’s CFO calls invaluable.

Healthwise

Darra Wray

Chief Financial Officer