Conga Services.

Contract Lifecycle Management (CLM) + Digital Transformation (DX)

Services for Conga

akaCRM is a Conga® Gold Partner providing comprehensive advisory, implementation and support services for Conga Contract Lifecycle Management (CLM) and Digital Transformation (DX) solutions. akaCRM certified Conga consultants have deep experience integrating Conga into simple and complex environments. Contact us now to discuss how we can improve your results.

Conga Gold Partner

Composer

Generate or email fully customized documents at the click of a button. Save time, automate your document processes and eliminate errors. 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. 

Conga Contracts

A full CLM solution for managing contracts from creation to renewal. Move past negotiations and onto customer relations with solutions that automate your contracts from creation to signature, help you solve contract challenges, and remove bottlenecks. Plus, Conga Contract solutions ensure compliance.

Learn about our Conga Contracts PowerStart™

Conga Contracts for Salesforce

Salesforce users can manage contracts directly in the application, while automating contract lifecycle management (CLM) from creation to signature. Store and manage contracts, generate reports, track interactions, and much more.

Orchestrate

Automate even your most complex workflows for a level of efficiency you never knew existed. Easily visualize your processes every step of the way.

Conga Sign Certified

Sign

Simplify the process of doing business by offering your customers an easy, secure way to sign the documents. Track every agreement from draft to completion in real time, while sending and receiving documents within minutes.

Conga Grid Certified

Grid

Utilize this powerful tool for mass operations and inspection of your data sets. Easily manage and update your Salesforce data. View, filter, and act on data in an intuitive, simple interface.

Other Conga Solutions

Collaborate - You’re not tied to your desk and your documents shouldn’t be glued to it. With Collaborate, you can create, share, and store documents online for instant access and on-the-go collaboration.

Sales

  • Sales Agreements
  • Quotes
  • Invoices
  • Sales Orders

Education

  • Course Schedules
  • Degree Audits
  • Transcripts
  • Course Lists

Finance

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

Insurance

  • Certificates of Insurance (COIs)
  • Policy Summaries
  • Renewal Agreements

Governance

  • Board Reporting
  • Forecasts
  • Annual Reports
  • Employee Lists

CLM / Legal

  • Contract Generation
  • Clause Libraries
  • Contract Negotiation
  • eSignature
  • Contract Repository

Account Management

  • Relationship Reviews
  • Order Confirmations
  • Profitability Analysis

Human Resources

  • NDAs
  • Employee Agreements
  • Departmental Directories
  • Employee Performance Reviews

Partner Management

  • Partnership Agreements
  • Partner Relationship Reviews
  • Lead Referral Summaries
  • Territory Assignments

Logistics

  • Packing Lists
  • Shipping Labels
  • Return and RMA Documents
  • Delivery Schedules

Operations

  • Inventory Checklists
  • Photo Records
  • Case Management

Your Use Case...

Have a use case not shown? Contact us and let us show you how a Conga® solution and improve your results.

Have Questions?

Supporting your Salesforce and Conga success.

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Find Us

akaCRM Inc.
6510-A S. Academy Blvd, #258
Colorado Springs, CO  80906

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