Conga
161 Case Studies
A Conga Case Study
HydraFacial, a maker of medical facial devices sold to estheticians, spas and other beauty providers, faced a chaotic, manual sales-document process. Reps left Salesforce to manually populate e-signature tools, causing double entry and missing signed documents; multiple inconsistent Word templates, no clause library or version control, and ad-hoc workflows made contract creation the “wild wild west.”
HydraFacial implemented Conga Composer, which quickly pulled Salesforce data into professional templates and let reps generate quotes and proposals without leaving Salesforce (launched within months). The result: real-time visibility into contract status, one consistent, on-brand template instead of many, easier edits without process disruption, and stronger quality control that eliminated redundant entry and document gaps.
Vanessa Grant
Salesforce Special Projects