Conga
161 Case Studies
A Conga Case Study
InZone Industries Ltd., a New Zealand home energy efficiency company, faced intense competition and wanted to shift from transactional selling to relationship-based, personalized solutions. Their signature Home Energy Plan—previously compiled manually—needed to be faster and more professional, but existing systems and a code-heavy Salesforce setup made creating tailored proposals slow and resource-intensive.
Implementing Conga Composer on top of Salesforce let InZone quickly build dynamic templates and automate document generation, cutting quote turnaround from up to a day to about 20 minutes. The change improved the customer experience, enabled on-the-fly edits, produced over 80,000 digital documents, and helped generate more than $350 million in quotes, driving faster deal closure and increased revenue.
Rosie Davison
General Manager of Marketing