Conga Grid Overview

Conga Grid provides powerful data insights for Salesforce, enabling users to navigate, visualize, and manage data from a single, actionable screen. Salesforce data becomes easily accessible and manageable with Conga Grid.

Use Cases

Customers recommend Sending & Publishing Communications, Proposal & Quote Management, Workflow Management, as the business use cases that they have been most satisfied with while using Conga Grid.

Other use cases:

  • Contract Management
  • Lead Management
  • Products & Pricelist Management
  • Digital Signature
  • Collaboration
  • Conversion Management
  • Category Management
See all use cases See less use cases

Business Priorities

Improve ROI is the most popular business priority that customers and associates have achieved using Conga Grid.

Conga Grid Use-Cases and Business Priorities: Customer Satisfaction Data

Conga Grid works with different mediums / channels such as Offline. E-Mail. Events etc.

Conga Grid's features include Recording. and Conga Grid support capabilities include Email Support, Chat Support, Phone Support, etc. also Conga Grid analytics capabilities include Analytics, and Custom Reports.

Reviews

"...Another strength is Conga's ability to allow mass edit/update - for example, you can have a list of leads assigned to you, check the ones you met at a conference, and update a field on their record or assign a task or do an email send right from the list...." Peer review by Jack Borland, Senior Manager, Salesforce & Marketing Automation Operations, Wolters Kluwer Legal & Regulatory US

Conga Grid, Clari, Saleschoice BI, Mediafly Intelligence360 (formerly InsightSquared), iSEEit Opportunity Management, etc., all belong to a category of solutions that help Sales Analytics. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Conga Grid

Top Industries

  • Information Technology and Services
  • Computer Software
  • Education

Popular in

  • Mid Market
  • Small Business
  • Enterprise

Conga Grid is popular in Information Technology And Services, Computer Software, and Education and is widely used by Mid Market, Small Business, and Enterprise.

Conga Grid Customer wins, Customer success stories, Case studies

How can Conga Grid enhance your Proposal & Quote Management process?

What Are the key features of Conga Grid for Workflow Management?

20 buyers and buying teams have used Cuspera to assess how well Conga Grid solved their Sales Analytics needs. Cuspera uses 280 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Sales Analytics needs.

Allianz Care - Financial Services - Very Large

Conga Composer helped Allianz Care automate document creation. The team used to spend days on manual paperwork. Now, they manage new business and renewals faster. Conga solutions let Allianz Care gro...w without hiring more staff. Staff can focus on building customer relationships instead of paperwork. The process is now efficient and streamlined.

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Twilio - Technology

Conga platform for CPQ helped Twilio solve product complexity and manual quote challenges. Twilio used Conga to process data faster and improve sales performance. The platform reduced sales time and ...streamlined quote approvals. Twilio increased self-service and boosted support plan sales. These changes led to big time and cost savings and higher revenue.

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Cooperative Finance Association - Financial Services

Conga Composer helped Cooperative Finance Association automate and centralize document communications. Before, sending documents was slow and manual. With Conga, CFA cut quote creation time by 50%. C...ommunication efficiency improved by 50-100%. Teams now have one source of truth. Automation freed up staff to spend more time with customers, raising satisfaction.

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Exterro - Computer Software

Conga Composer and Conga Sign helped Exterro speed up sales operations. Exterro needed faster, more agile sales processes to keep up with demand for its Forensics Toolkit software. Using Conga’s auto...mation, Exterro earned back almost a quarter’s worth of selling time in a year. The company improved workflows and closed deals faster. This helped Exterro maintain its leadership in data risk management.

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Mount Yale Capital Group - Financial Services - Medium

Conga Composer, Grid, and Sign helped Mount Yale Capital Group manage all data in one place. The firm struggled with manual document creation and signature collection. With Conga Sign, signatures jum...ped from 16 in 2019 to 165 in 2020. Document generation and information search times dropped sharply. The solution improved efficiency for this financial services company.

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Elsevier - Publishing - Very Large

Conga helped Elsevier cut contract generation time from days to hours. Elsevier, a global research publisher, used Conga to simplify contract creation, negotiation, and approval in Salesforce. The sa...les team now spends less time on paperwork and more time selling. Faster contract processes led to quicker revenue. Conga's document automation and contract lifecycle management improved business efficiency.

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lightning

Peers used Conga Grid for sending & publishing communications and proposal & quote management

Conga Grid Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

3.56/5

Read Reviews (1)
Analytics

4.05/5

Read Reviews (9)
Custom Reports

4.04/5

Read Reviews (64)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

3.56/5

Read Reviews (1)
Analytics

4.05/5

Read Reviews (9)
Custom Reports

4.04/5

Read Reviews (64)

Software Failure Risk Guidance

?

for Conga Grid

Overall Risk Meter

Low Medium High

Top Failure Risks for Conga Grid

Conga Corporation News

Executive

Conga Strengthens Leadership Team with Proven Technology Executives to Drive Next Phase of Growth - ACCESS Newswire

Conga has appointed Brian Kyle as Chief Financial Officer and Lisa Martin as Chief Revenue Officer to strengthen its leadership team. These appointments are part of Conga's strategy to drive growth and manage the integration of PROS Holdings Inc.'s B2B business. Kyle and Martin bring extensive experience in financial leadership and revenue operations, respectively, to support Conga's expansion and customer success initiatives.

Product

Conga Launches Rebate Management to Maximize Margins Amidst Economic Volatility - CustomerThink

Conga has introduced Conga Rebate Management, a new solution designed to help businesses enhance revenue and maintain margins amid economic challenges. This platform offers a unified view of rebate programs, enabling companies to streamline rebate management, improve pricing decisions, and drive sales. It allows for the creation of standard rebate structures without custom development, providing transparency and supporting long-term deal negotiations.

M&A

Thoma Bravo-backed Conga to merge with PROS' B2B biz - PE Hub

Pros B2b Business (Al-powered SaaS pricing and selling) will merge with Conga ( Al-powered innovation in configure, price, quote (CPQ), contract lifecycle management (CLM) and document automation). "The combination of these two market leaders addresses the increasing need for enterprises to dynamically price and quote complex SKU bundles in the age of AI," said Holden Spaht, managing partner at Thoma Bravo.

Product

Releases: KoppineniHanuchand/Conga-CPQ

Releases page for KoppineniHanuchand/Conga-CPQ on GitHub is currently empty, with no available release notes or software packages.

Conga Corporation Profile

Company Name

Conga Corporation

Company Website

https://conga.com

HQ Location

1400 Fashion Island Blvd, Suite 100, San Mateo, California 94404, US

Employees

51-100

Social

Financials

PRIVATE