Case Study: SmartBrief streamlines proposal creation and doubles average deal size with Conga Collaborate (Conga)

SmartBrief - Customer Case Study

SmartBrief is a digital publisher that partners with trade associations to deliver industry news across 14 sectors and more than 200 daily e-newsletters. As its client base grew, the sales team lacked a standardized way to create, brand, deliver and track proposals—relying on time-consuming PowerPoint attachments that took salespeople days to produce and left them unable to see how prospects interacted with proposals.

SmartBrief implemented Conga Collaborate integrated with Salesforce to provide templated proposals, a central repository and easy tracking; training and rollout were quick. The change enabled one-click proposal delivery, more than 600 proposals per quarter, a >60% win rate on Conga-created proposals, and a doubling of average deal size, while extending the platform to media kits, insertion orders and other company-wide documents.

SmartBrief

Jenna Snyder

Senior Director of Sales Planning and Operations