Case Study: Inficiences Partners automates sales cycle and saves 1 hour per training document with Conga Composer

Inficiences Partners - Customer Case Study

inficiences partners is a small European B2B advisory firm that helps clients set sales and marketing best practices. Without administrative staff, they struggled to keep sales and project data accurate: although they stored data in Salesforce, consultants generated quotes, invoices and mandatory French training reports (“convention de formation”) outside of Salesforce and tracked them in Excel, which led to outdated records, invoicing confusion and difficulty identifying outstanding payments.

They implemented Conga Composer to generate quotes, invoices and training reports directly from Salesforce with a single click, automatically saving documents to records and updating opportunity status (e.g., marking invoices as “Produced”). The solution eliminated error-prone manual document assembly, enabled dashboards that show document and sales-cycle status, and saved about one hour per training document while improving user satisfaction and visibility into invoicing and project delivery.

Inficiences Partners

Grégoire Michel

Founder & Managing Partner