Case Study: Relevant Solutions creates branded online quotes in under a day with Conga Collaborate

Relevant Solutions - Customer Case Study

Relevant Solutions, an oil-and-gas services company that recently unified its brand after several acquisitions, faced a deeply paper-based sales process that slowed responsiveness and visibility. Even after adopting Salesforce as a single source of truth, complex, 400–500-page product binders and manual collaboration across engineers and account managers meant quotes could take weeks to produce and were hard to track.

To modernize quoting and speed time to bid, Relevant integrated Conga Collaborate with Salesforce to create a central, device-accessible repository and online templates that pull prospect data directly from the CRM. The change delivered branded, personalized bids, enabled document engagement tracking, and cut quote creation from weeks to less than a day—improving marketing consistency, sales efficiency, and the company’s technology leadership.

Relevant Solutions

Michelle Vasko-Sparks

Director of Business Development and Marketing