Conga
161 Case Studies
A Conga Case Study
RingLead, a Salesforce ISV that provides data-quality and deduplication apps, was hindered by a manual contract process: reps spent about 20 minutes rekeying opportunity, product and contact data into Word for each of the roughly 1,680 sales and renewal contracts generated annually, creating a bottleneck and risking inconsistent Salesforce data.
By deploying Conga Composer integrated with Adobe EchoSign and Salesforce Sales Cloud, RingLead enabled one-click generation, PDF attachment and e-sign delivery of customized contracts in under a minute. The change saved more than 530 hours and an estimated $29,000 per year (7-business-day payback), standardized contract output, improved process adherence and sped customer signings, with additional use cases later adopted for HR and NDAs.
Joe Fusaro
Director of Operations