Small businesses can fully automate many processes using Conga solutions. Conga Composer® is a game-changer for many small businesses and is a tool that can help your company scale faster and work more efficiently.
Do you know what Conga Composer can do for your small business? See for yourself below, here are seven ways your small business can use Conga solutions.
1. Send quotes to your clients with personalized data.
With a small team it can be hard to create and send numerous quotes and personalize each document for different accounts and account representatives. Often small business sales teams will create these quotes through sheer brute force of a manual process requiring someone go into Salesforce, look up the correct information and input that data into a template. Implement Conga Composer to create and send quotes from Salesforce and make the process extremely easy to manage while saving your company time allowing you to scale faster.
2. Send your prospective customer a contract for eSignature in seconds.
It’s possible! And it will impress your customers when at the end of your meeting your sales representative immediately sends over a customized contract ready for eSignature. Improve the efficiency and sales experience for both you and your customers by using Conga Composer and an eSignature application.
3. Make contract renewals a snap with Conga Composer.
In the same way new that generating customer contracts is incredibly efficient with Conga, the same process can be applied to contract renewals. Remind your customers when it is time to renew through a process set up with Conga Composer and eSignature delivery. Go one step further with Conga Workflow® to fully automate this time-sensitive process to send contracts to customers when contract renewal is necessary without having to lift a finger. Automating contract renewal can take a significant amount of extra work off your plate.
4. Quickly generate invoices and eliminate costly errors.
Having a Conga Composer template set up for invoices not only looks professional, but it also prevents user error due to manual data entry. A standardized invoice that pulls information straight from Salesforce means every invoice generated is accurate and consistent. Did we mention it’s easier? Now with a click of the button an invoice is generated, sent to the customer and saved to Salesforce for record keeping.
Build your own invoice template
5. Quickly generate work orders that are updated throughout the day effortlessly.
A work order can be generated at the beginning of the day generated throughout the day with Conga Composer. Your employees have all the information they need in one work order document. Updating specific information on the account record throughout the day doesn’t mean you have to recalculate the entire work order spreadsheet. Updates are processed in real-time and a new work order is as easy as clicking a button.
6. Create internal reports to monitor KPIs and improve transparency.
As a small business, you want to know what’s going on in every aspect of your business. What if your management team received daily reports about how many quotes went out, how many orders came in that day, up to date inventory reports and every other metric that was important to your business? With Conga Composer and Conga Conductor®, reports can be generated and emailed to your team pertaining to all the relevant aspects of your business every day. One glance at the summary info in the email and you know how your company did that day. Want more detailed info? Just open the attached report.
7. Provide monthly, quarterly or yearly reports before your next company review.
Professional, detailed and completely customized for the type of information you want to see, a report generated by Conga Composer will wow your executive team and board members. Don’t data mine this information on your own, have Composer generate a recap report for you instead. Compare where your company is in relation to your quota and goals for that year. All the data you have within Salesforce ready to review, in a format that is clear and quickly generated thanks to Composer’s year to date reporting solutions.
There are plenty of other ways your small business can use Conga. Start your free trial now and see the possibilities for yourself. Don’t wait to start saving your small business time and money - our pricing starts at just $900 per year.
Also if you are a small business using Conga products to make your business processes easier, please let us know in the comments below. We love hearing about your solutions and how they helped your small business grow.