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Conga® Professional Services

akaCRM is a Conga® Gold partner providing professional services and support for Conga Composer®, Courier®, ActionGrid™, eSign and Conga Contracts. Conga solutions are designed for intelligent document automation and streamlined business process.

Conga intelligent document automation solutions can be produced in MS Word, Excel, Powerpoint and PDF formats and automatically attached to records in Salesforce and emailed to 3rd parties. Examples of solutions akaCRM can assist with include:

Sales

Sales

  • Sales Agreements
  • Quotes
  • Invoices
  • Sales Orders
Education

Education

  • Course Schedules
  • Degree Audits
  • Transcripts
  • Class Lists
Finance

Finance

  • Invoices
  • Past Due Statements
  • Purchase Orders
  • Profitability Analysis
Insurance

Insurance

  • Certificates of Insurance
  • Relationship Summaries
Governance

Governance

  • Board Reporting
  • Forecasts
  • Annual Reports
  • Employee Lists
Legal

Legal

  • Contract Production
  • Clause Library
  • Contract Negotiation
  • eSignature (Sign)
Account Management

Account Management

  • Relationship Reviews
  • Order Confirmations
  • Profitability Analysis
Human Resources

Human Resources

  • NDAs
  • Employee Agreements
  • Department Lists
  • Employee Appraisals
Partner Management

Partner Management

  • Partner Reviews
  • Partner Summaries
  • Reseller Assignments
  • Territory Assignments
Logistics

Logistics

  • Packing Lists
  • Shipping Labels
  • Return and RMA Documents
Operations

Operations

  • Inventory Checklists
  • Photo Records
  • Case Management

akaCRM certified consultants have deep experience integrating Conga into simple and complex Salesforce environments. View our AdvisorPro™ support options for Conga or fill out the form to receive a call.