Case Study: Wolters Kluwer achieves major time savings and improved cross-sell visibility with Conga ActionGrid

Wolters Kluwer - Customer Case Study

Wolters Kluwer, a global information services company, needed better ways to surface actionable account insights and ensure contract compliance. Sales reps depended on time-consuming ad hoc reporting—administrators exporting lists and running VLOOKUPs and pivots—which left cross-sell opportunities hidden and made it hard to track missing contracts for auto-renew subscriptions.

By implementing Conga ActionGrid, the company automated data entry and provided real-time, filterable views in Salesforce so reps can quickly identify upsell and cross-sell opportunities and use weekly reports to flag records missing contract attachments. Within weeks the team regained productivity—sales recovered 25 hours per week and operations 16 hours per week—while visibility and compliance improved.

Wolters Kluwer

Shirish Deorukhkar

Business Analyst