Case Study: InsightSquared achieves rapid, accurate contract creation and signing with Conga Collaborate (Conga)

InsightSquared now has only one system to maintain in for its entire sales process

InsightSquared, a business analytics provider that runs on Salesforce data, faced a slow, error-prone contract process that relied on PDFs, manual field tagging and email exchanges. The multi-step workflow caused template drift, poor visibility into contract status, and delays that sometimes pushed deals past fiscal periods and impacted revenue.

By adopting Conga Collaborate integrated with Salesforce, InsightSquared now uses a single, adaptive contract template that pulls fields across objects and is mobile-responsive for easy signing. Contracts are generated in minutes with guaranteed parity to opportunity data, signatures can happen in seconds, and the sales team gained faster close times, better accuracy and full visibility into proposals and signed documents.

InsightSquared

Evan Robinson

Director of Sales