Case Study: Wrightson & Platt achieves error-free, brand-consistent, faster order processing with Conga Composer & Conga Grid (Conga)

Wrightson & Platt eliminated costly errors, increase brand consistency with Conga

Wrightson & Platt, a UK‑based luxury life‑cast sculpture studio serving clients worldwide, faced a time‑consuming, error‑prone order process: sales staff created Word‑based confirmations and manually updated multiple related Salesforce Opportunities, sent separate instructions to silversmiths, glass artists and engravers, and exported data to Excel for analysis. This manual workflow caused duplicated entries, fulfillment mistakes and made mass updates and reporting difficult.

By implementing Conga Composer and Conga Grid, the company automated branded order documents and supplier emails directly from Salesforce, introduced Opportunity‑level production fields, and enabled in‑line mass updates via customized grids. The changes eliminated costly order errors, ensured consistent brand communications, sped order fulfillment, reduced labor, and gave management dynamic, reliable reporting inside Salesforce.

Wrightson & Platt

Alison Martin

Commercial Director