Conga
161 Case Studies
A Conga Case Study
Picture Marketing, maker of the FotoZap Camera used by marketers to drive event attendance and capture leads, faced a scaling problem: customer fulfillment requests were filled out by hand, faxed, and re-keyed into Salesforce, and growing sales volume made the manual shipment-status workflow unsustainable.
They implemented Salesforce Customer Portal to collect fulfillment info online and Conga Composer to merge custom-object data into a formatted Word status report. With one click they generate a report (event/ship dates, FedEx tracking), attach and email it, and log the activity—automating shipment-status reporting, avoiding an extra FTE, saving about $50,000 annually, and improving customer satisfaction.
Tim Hoyt
Chief Technology Officer