Case Study: UnifyHR achieves sub‑30‑minute reporting and streamlined proposals with Conga Collaborate (Conga)

UnifyHR turns a days-long process into a 30-minute job

UnifyHR, a technology firm specializing in healthcare tax-reporting and compliance, struggled after the ACA changes to keep up with growing demands. The team relied on manual Word-based proposals and contracts, backfilled CRM data by hand, and faced confusion over contract versions — leaving reporting and proposal work taking days to complete.

UnifyHR implemented Conga Collaborate and reconfigured Salesforce with help from an implementation manager, building reusable templates, real-time redlining/version control, and a streamlined CRM workflow. The result: reporting that once took days now finishes in under 30 minutes, administrative burden is reduced, and the team can spend more time building client relationships.

UnifyHR

Courtney Mullins

Marketing Manager