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Financial Services Case Studies and Customer Success Stories with Conga Revenue Life-cycle suite

Cooperative Finance Association (CFA) - Financial Services - Medium

Kansas City, USA
Document automation for client communications Quote creation workflow automation Document automation Customer communications

Conga Composer helped Cooperative Finance Association cut quote creation time by 50%. CFA used Conga to automate and centralize document... workflows, reducing manual errors and boosting communication efficiency by up to 100%. The platform enabled faster, more accurate communications and improved customer satisfaction. Employees now spend less time on repetitive tasks and more time with customers. Automation supports CFA’s rapid business growth and enhances operational efficiency.

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AXA - Financial Services - Very Large

Paris, France
Contract lifecycle management for reinsurance Clause library management for legal compliance Contract management Risk mitigation

Conga CLM helped AXA automate and standardize contract management. AXA signed 20% more contracts in the first month compared to... the previous year. The solution integrated with Salesforce and supported complex reinsurance contracts. AXA reduced manual errors and improved compliance with a robust clause library. The team saved time using templates and tracked changes in Microsoft Word. AXA now manages risk better and accelerates revenue opportunities.

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PensionBee - Financial Services - Medium

London, UK
Document process automation Document automation

PensionBee used Conga Composer to automate document processes. This reduced manual work and saved a huge amount of time. Automation... helped PensionBee lower the risk of human error. The team developed new processes that made their work easier. PensionBee improved efficiency with Conga's document automation tools.

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Mount Yale Capital Group - Financial Services - Small

Chicago, USA
Document automation for account management Electronic signature collection Document automation eSignature management

Mount Yale Capital Group used Conga Composer, Grid, and Sign to manage complex documentation for multiple accounts. Before Conga, the... team struggled with manual document creation, mailing, and tracking signatures. With Conga, they automated document generation and enabled electronic signatures. The number of signatures jumped from 16 in 2019 to 165 in 2020. Searching and managing documents is now fast and easy in Salesforce.

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Information Services Case Studies and Customer Success Stories with Conga Revenue Life-cycle suite

Thomson Reuters - Information Services - Very Large

New York, USA
Complex quoting process automation Sales workflow streamlining Quote-to-cash automation Customer experience improvement

Conga CPQ helped Thomson Reuters cut order configuration time by 90%. The company consolidated 14 sources of information into one... system. Sales teams now create complex quotes faster and with fewer errors. Customers get a clear, consistent sales experience. Held orders dropped by 95%.

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Diplomatic Language Services - Information Services - Small

Arlington, USA
Contract automation for language services Document automation

Diplomatic Language Services used Conga Composer and Conga Sign to automate contract processes. The company provides language services to government,... military, and private clients. They handle contracts in over 85 languages and dialects. Conga's tools helped reduce manual work and streamline document workflows. This improved efficiency for their growing client base. The solution integrated with their existing systems.

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Diplomatic Language Services - Information Services - Small

Arlington, USA
Contract automation for language services Document automation

Diplomatic Language Services used Conga Composer and Conga Sign to automate contract processes. The company provides language services to government... and private clients. They needed to manage a growing number of contracts efficiently. Conga's tools removed manual work from contract creation and signing. This improved speed and accuracy for their contract workflows. The solution helped them handle more clients with less effort.

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Cotality - Information Services - Large

Irvine, USA
Contract lifecycle management automation Contract data quality improvement Contract management Data quality management

Cotality used Conga CLM to cut contract cycle time by 75%. The company automated 28% of transactions, up from 8%.... Conga Grid helped reduce 3,000 data gaps to zero. Cotality now uses 30 automated templates, up from five. The team gained better contract visibility and improved compliance. Fast implementation and user training drove adoption and results.

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Publishing Case Studies and Customer Success Stories with Conga Revenue Life-cycle suite

Elsevier - Publishing - Very Large

Amsterdam, Netherlands
Contract lifecycle management automation Sales contract workflow optimization Contract management Sales process automation

Conga Contracts for Salesforce helped Elsevier cut contract creation time from days to hours. Elsevier faced slow, manual quote-to-cash processes... across global teams, causing contract errors and delays. The sales team struggled with fragmented workflows and version control issues, impacting customer satisfaction. With Conga, Elsevier automated contract creation, negotiation, and approval directly in Salesforce. This improved accuracy, compliance, and speed, letting sales focus on customers and boosting revenue cycles.

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Elsevier - Publishing - Large

Amsterdam, Netherlands
Contract lifecycle management Contract management

Elsevier used Conga to improve its quote-to-cash processes. The company wanted to reduce contract generation time and optimize business workflows.... With Conga, Elsevier streamlined contract management and made business processes faster. This helped the team work more efficiently and reduced delays. The solution supported their global operations in publishing and analytics.

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Elsevier - Publishing - Large

Amsterdam, Netherlands
Contract lifecycle management Quote-to-cash process optimization Contract management Sales operations

Elsevier used Conga to improve its quote-to-cash process. The company wanted to optimize business processes and reduce contract generation time.... Conga helped streamline contract lifecycle management. As a result, Elsevier saw faster contract creation and improved efficiency. This helped the global research publisher manage contracts better.

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Hospital & Health Care Case Studies and Customer Success Stories with Conga Revenue Life-cycle suite

Kalixia - Hospital & Health Care - Small

France
Contract generation automation Error management for compliance Document automation Contract management

Conga Advantage Platform helped Kalixia cut document generation time by 99%. Kalixia now creates 4,000 complex contracts in just 45... minutes, instead of three and a half days. The platform lets Kalixia process documents in batches, not one at a time. Kalixia kept its existing Salesforce templates and needed only one developer for setup. The company also improved control and error management, with no disruption to its workflow.

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PatientPoint - Hospital & Health Care - Medium

Cincinnati, USA
Contract processing automation Sales project management Document automation Sales operations

PatientPoint used Conga Composer, Grid, and Sign to speed up contract processing. Before, it took 30 to 45 minutes to... process a contract. Now, it takes just 3 to 5 minutes. The new system saves about $14,000 each year on eSignature costs. PatientPoint can now manage documents and projects in one place using Salesforce. Sales reps are more productive and there is less paperwork.

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Education Case Studies and Customer Success Stories with Conga Revenue Life-cycle suite

Diplomatic Language Services - Education - Small

Arlington, USA
Contract lifecycle automation Document generation and e-signature management Contract management Document automation

Conga Composer, Conga Grid, and Conga Sign helped Diplomatic Language Services automate contract management in Salesforce. The company saved over... 340 hours and boosted record productivity by 70%. Switching from DocuSign to Conga Sign cut $6,200 in annual licensing costs and saved 150 hours in signature setup. Manual processes were replaced with automation, reducing errors and improving document tracking. Instructors and supervisors now enjoy a faster, easier workflow for contracts and reports.

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Tyndale University - Education - Small

Toronto, Canada
Admissions document automation Compliance data management Document automation Student engagement

Conga Composer helped Tyndale University automate its admissions process. The team reduced acceptance letter templates from dozens to just nine.... They now send up to 20 personalized acceptance letters per week and up to 100 in bulk twice a year. Automation with Salesforce integration made compliance audits easier and faster. Staff save time with dynamic templates and e-signature features, improving the student experience.

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Information Technology and Services Case Studies and Customer Success Stories with Conga Revenue Life-cycle suite

Twilio - Information Technology And Services - Large

San Francisco, USA
Quote configuration process automation Sales approval workflow optimization Quote-to-cash automation Sales process optimization

Twilio used the Conga platform for CPQ to manage growing product complexity and manual quote processes. The solution helped Twilio... reduce sales time and streamline quote approvals. Twilio increased self-service options for sales reps and boosted support plan sales. The company saw significant time and cost savings. Revenue increased as a result of these improvements.

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QuintilesIMS (formerly IMS Health) - Information Technology And Services - Very Large

Durham, USA
Contract lifecycle management automation Centralized contract repository for legal and sales Contract management Sales operations

Conga CLM helped QuintilesIMS speed up contract approvals by 75%. The company processed contracts twice as fast after using Conga.... Contract accuracy improved by 75%. Contracting volume increased by 50%. QuintilesIMS gained better deal flow visibility and reduced errors with a central contract repository. Teams in sales, legal, and finance now work together more easily.

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Pharmaceuticals Case Studies and Customer Success Stories with Conga Revenue Life-cycle suite

Charles River Laboratories - Pharmaceuticals - Large

Wilmington, USA
Contract lifecycle management automation Sales agreement generation and tracking Contract management Sales process automation

Conga CLM and Conga CPQ helped Charles River Laboratories speed up contract negotiation and management. The company automated workflows, reducing... manual work for sales and legal teams. A single repository made it easier to create, store, and manage agreements. Notifications improved sales follow-up and response rates. Real-time dashboards gave stakeholders better insights into contract status and clauses. The solution led to faster contract cycles and higher Salesforce adoption.

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Charles River Laboratories - Pharmaceuticals - Large

Wilmington, USA
Contract lifecycle management for research Sales quoting for medical services Contract management Sales automation

Charles River Laboratories used Conga CLM and Conga CPQ to speed up its medical research pipeline. The company needed to... link critical business processes. With Conga solutions, they improved workflow and efficiency. This helped them deliver products and services faster across drug discovery and development.

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Entertainment Case Studies and Customer Success Stories with Conga Revenue Life-cycle suite

Sony Pictures Networks India - Entertainment - Large

Mumbai, India
Contract lifecycle management automation Collaborative contract creation and approval Contract management Collaboration

Conga CLM helped Sony Pictures Networks India cut contract turnaround time by three times. The company implemented over 190 contract... types and reduced contract templates by 90%. Conga CLM enabled automated workflows, collaborative contract creation, and detailed reporting. Teams now work together on contracts, improving efficiency and clarity. The solution standardized documents and made contract management more data-driven.

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Non-Profit Organization Management Case Studies and Customer Success Stories with Conga Revenue Life-cycle suite

Offploy - Non Profit Organization Management - Small

UK
Candidate documentation automation eSignature for HR compliance Document automation eSignature management

Offploy used Conga Composer, Conga Sign, and Conga Grid to cut paperwork by 80%. Admin time per candidate dropped from... 16 hours to just 30 minutes. Candidate support scaled by 300%. Offploy saved up to 60,000 GBP a year in staffing costs. Staff morale improved as they spent more time helping candidates and less on manual tasks. The solution made Offploy a preferred partner for government agencies.

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Computer Software Case Studies and Customer Success Stories with Conga Revenue Life-cycle suite

Veracode - Computer Software - Medium

Burlington, USA
Contract lifecycle management automation Sales renewal process optimization Contract management Sales operations

Veracode used Conga Contracts for Salesforce to speed up contract renewals. The sales renewal process dropped from 7 minutes to... less than a minute. Teams stopped using email, spreadsheets, and manual steps for contracts. Sales, legal, and procurement now track every contract stage in Salesforce. Legal only reviews contracts once before final signature. Veracode gained full visibility and reporting on contract workflows.

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Media Production Case Studies and Customer Success Stories with Conga Revenue Life-cycle suite

Ovation TV - Media Production - Medium

Los Angeles, USA
Contract management automation Contract repository and search Contract lifecycle management Legal operations

Conga Contract Intelligence helped Ovation TV manage over 9,000 contracts. The AI-powered platform saved the legal team at least two... hours a day. Smart notifications led to renegotiations and a $50,000 vendor contract savings. Ovation TV saw a 6x ROI and became fully operational within a week. The solution replaced a manual, inconsistent contract process with a central, searchable repository.

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Utilities Case Studies and Customer Success Stories with Conga Revenue Life-cycle suite

IZIVIA - Utilities - Medium

Paris, France
Document management automation eSignature workflow enhancement Document automation eSignature management

IZIVIA manages over 25,000 electric vehicle charging points in France. The company wanted to improve its document management and eSignature... processes. IZIVIA used Conga Composer and Conga Sign API to support its digital transformation. These tools helped streamline document workflows and enhance eSignature capabilities. IZIVIA is a subsidiary of EDF, a global energy leader.

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Professional Training & Coaching Case Studies and Customer Success Stories with Conga Revenue Life-cycle suite

Diplomatic Language Services - Professional Training & Coaching - Small

Arlington, USA
Contract automation for language services Document automation

Diplomatic Language Services used Conga Composer and Conga Sign to automate contract management. The company provides language services to government,... military, and private clients. They needed a way to handle many contracts and clients efficiently. Conga helped them reduce manual work and streamline document processes. This improved their workflow and saved time for their team.

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Real Estate Case Studies and Customer Success Stories with Conga Revenue Life-cycle suite

Commercial Real Estate Analyst (anonymous) - Real Estate - Medium

Contract lifecycle management automation Sales process integration Contract management Sales enablement

Conga Contracts for Salesforce helped a commercial real estate firm automate and integrate its contract management. The company moved from... a manual, fragmented process to a fully digital system. Sales team autonomy increased, and operating costs dropped. The firm achieved an 80% closed-won opportunity rate after implementation. Data integrity and compliance also improved.

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Insurance Case Studies and Customer Success Stories with Conga Revenue Life-cycle suite

Allianz Care - Insurance - Large

Dublin, Ireland
Automated insurance document generation Document automation Customer relationship management

Conga Composer and Conga Grid helped Allianz Care automate document creation. The team used to spend days on manual paperwork.... Now, they quickly generate documents inside Salesforce. This saves time and lets staff focus on customer relationships. Conga’s integration keeps data secure and easy to manage. Allianz Care grew without hiring more people, reallocating resources to higher-value work.

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Government Administration Case Studies and Customer Success Stories with Conga Revenue Life-cycle suite

Utah Inland Port Authority - Government Administration - Small

Salt Lake City, USA
Contract lifecycle management for public sector Contract management Compliance management

Conga Contracts for Salesforce helped Utah Inland Port Authority cut contract negotiation time from weeks to days. The agency automated... contract creation, tracking, and signature collection, reducing manual work and administrative burden. UIPA gained better oversight, improved compliance, and increased transparency in its contracting process. The solution enabled faster, more accurate contract management and reporting for public sector projects.

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Manufacturing Case Studies and Customer Success Stories with Conga Revenue Life-cycle suite

Finning International - Manufacturing - Very Large

Vancouver, Canada
Complex equipment quoting automation Bundled product and service offers Quote management Sales process automation

Conga CPQ helped Finning International speed up its complex quoting process. Finning used Conga CPQ to cut out manual steps... and bundle products and services. The sales team now creates accurate quotes faster. This improved deal velocity and customer experience. Finning also gained better data access and reporting for forecasting and market insights.

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Wholesale Case Studies and Customer Success Stories with Conga Revenue Life-cycle suite

Huntsman - Chemicals - Large

The Woodlands, USA
Contract lifecycle management Business reporting improvement Contract management Reporting and analytics

Huntsman used Conga CLM to improve business reporting and speed up contract cycles. The company needed better contract lifecycle management.... Conga CLM helped them shorten contract cycle times. Huntsman also improved critical business reporting with the solution. This led to faster and more accurate contract processes.

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Other Industry Case Studies and Success Stories with Conga Revenue Life-cycle suite

Capitole Energie - Energy - Small

Toulouse, France
Contract management automation Electronic signature for sales contracts Document automation Sales enablement

Conga Composer and Conga Sign helped Capitole Energie automate contract management. The company reduced time spent updating prices and creating... contracts. Teams became more productive and worked together better. Capitole Energie now generates contracts with dynamic fields and secure eSignatures. All contracts are stored and accessible to every department. The solution was easy to use and quick to adopt, even without IT specialists.

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TouchSource - Technology - Small

Lafayette, USA
Automated quote generation for sales Account data retrieval automation Sales automation Document automation

Conga Composer and Conga Sign helped TouchSource cut quote creation time by 100%. Manual processes slowed sales and delayed deals.... With Conga, TouchSource automated account data retrieval and customized quoting. Sales reps now send branded quotes in seconds and get instant e-signatures. The team saves a month per admin each year and builds new templates 80% faster. Productivity and business impact increased.

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Embraer - Aerospace - Very Large

São José dos Campos, Brazil
Quoting process automation Sales process automation

Embraer used Conga solutions to cut quoting time in half. Embraer is a top global jet manufacturer with 18,000 employees.... The company serves nearly 2,000 customers and operates over 5,600 aircraft worldwide. Conga helped Embraer speed up sales processes and improve efficiency. This case highlights digital transformation in aerospace quoting workflows.

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