Case Study: InteliSecure achieves 75% faster SOW creation and major productivity gains with Conga Collaborate

InteliSecure simplifies and speeds up sales proposals by 75% with Conga Collaborate

InteliSecure is a 15-year data security firm that protects sensitive information for customers worldwide and recently moved to offer a scalable, out-of-the-box cloud solution for mid-market companies. The company’s sales process was slowed by outdated document workflows—solutions engineers manually edited a 120-page Word SOW template, resulting in long turnaround times, errors, and poor productivity that threatened the new product’s go-to-market speed.

To fix this, InteliSecure implemented Conga Collaborate to dynamically assemble SOWs from Salesforce data, enable collaborative editing, maintain version control, and support e-signatures or Word export. The change cut SOW creation time by 75%, standardized sales contracts for mid-market purchasing, and delivered a “pretty massive” productivity improvement while streamlining onboarding and redline management with clients.

InteliSecure

Ed Powers

Vice President of Client Success and Marketing