Case Study: PatientPoint achieves 9–10x faster contract processing with Conga (Composer, Grid & Sign)

PatientPoint creates end-to-end Salesforce processes with Conga Composer, Grid, and Sign

PatientPoint, which serves more than 1,000 hospitals and 50,000 medical practices, faced a fragmented, manual PDF-based contract and proposal process that touched many departments. The client solutions team handled about 12,000 documents a year, often dealing with incomplete paperwork and no single Salesforce location for tracking projects, leaving sales reps and managers without clear visibility or an efficient workflow.

By implementing Conga Composer, Conga Grid, and Conga Sign, PatientPoint built an end-to-end process inside Salesforce as the single source of truth: Composer automated document generation, Grid improved project visibility and data management, and Sign enabled seamless e-signatures. The result: contract processing dropped from 30–45 minutes to 3–5 minutes (roughly 9x–10x faster), Composer delivered ROI equivalent to a full-time employee, Sign saved about $30 per seat (≈$14,000 annually), and sales reps became more productive with far less paper.

PatientPoint

Leslie Carrigan

Vice President of Sales Transformation