Conga
161 Case Studies
A Conga Case Study
Stan Johnson Company, a commercial real estate investment firm, faced a slow, costly process for delivering comparable-transaction data (“comps”) to brokers: requests went through a wholesale research team and marketing for formatting, taking 3–5 days and incurring hourly research/marketing fees. A custom-built Net Lease Supply Index was quoted at over $55,000, so the team sought a faster, more cost‑effective alternative.
Their Salesforce admin implemented Conga Grid together with Conga Composer to build a real‑time comps search and one‑click export/template system. Brokers now filter and export up‑to‑date comps directly to clients, eliminating the multi‑day turnaround, freeing research and marketing to higher‑value work, and delivering clear cost and productivity gains — including 70 of 85 brokers adopting the tool and reducing regional report prep from 20+ minutes per team to seconds.
Will Crowley
Manager, Information Systems