The Conga Insider Blog

3 min read The Conga Customer Community isn't merely a portal—it's your all-inclusive hub for achieving success! As a registered member, you're granted access to a treasure trove of resources and opportunities that are tailor-made to fuel your journey to triumph. Whether your aim is to streamline the onboarding process with a personalized checklist, stay abreast of industry trends via our thought-leadership blog, or participate in expert-led webinars for continuous growth, this dynamic community has got your back. But that's not all—this is your dedicated gateway to seamlessly manage your Conga account, access the Install Center for effortless setup, and swiftly submit support tickets whenever you require assistance. Welcome to the Conga Customer Community, where the key to success is in your hands! The Power of CommunityOnce you or your team becomes part of this platform, the possibilities for connection, learning, and collaboration become boundless. This, in turn, leads to enhanced p

3 min read In the ever-evolving tech landscape, staying ahead of the competition requires not only the right products but also the knowledge to utilize them effectively. I’m here to walk through the journey of a multinational beverage company that partnered with Conga for its quote-to-cash process but faced challenges due to a lack of training and discover how Conga's training subscription, the Conga Learning Pass (CLP), transformed their experience, enabling them to unlock the full potential of Conga solutions. It began with our customer’s strategic vision to streamline and optimize their quote-to-cash process. They invested in Conga CLM and Conga CPQ, seeking to leverage their full capabilities. However, due to time constraints and resource limitations, they opted for a basic out-of-the-box (OOTB) solution, bypassing product training. This decision resulted in unmet requirements and an incomplete project, hindering their path to success. The sales, contracts, IT, developers, and prod

7 min read Discover how mastering Conga Composer can take your Salesforce Admin career to new heights. Learn how streamlining business processes, creating personalized documents, enhancing user experience, increasing career opportunities, and boosting revenue can all be achieved by becoming a Conga Composer super user. Read on to see why investing in this powerful tool can skyrocket your career.Introduction Are you a Salesforce Admin looking to take your career to the next level? Do you want to stand out from the crowd and be a superstar in your field? Look no further than becoming a Conga Composer super user! Conga Composer is a powerful tool that can transform how you work with Salesforce. By mastering this tool, you can streamline your processes, automate tasks, and drive efficiency like never before. And the best part? It's not as difficult as you might think. In this article, we'll explore 5 key reasons why becoming a Conga Composer super user can skyrocket your Salesforce Admin c

5 min read I recently had the pleasure of sitting down and speaking with Contract Specialist Ben Brittain, M.Ed. of Maverick Solutions about the value of the Conga Learning Pass and earning accreditations. As an employee of a TaaS company, Ben discusses the importance of the Conga Learning Center, what motivated him to get an accreditation, and the different ways he applied the training.  If Ben isn’t at work, he loves taking a quick weekend trip to Wilmington, NC. The sun, sand, and beachy vibes just get to him.  Let’s hear what he had to say about his Conga Contracts End-User Accreditation journey. Q: How did you become aware of the Conga Learning Center? A: The Conga Learning Center was mentioned as a resource during one of our onboarding sessions. Maverick is a training organization, that's what we do, that's our bread and butter. My background is in education and I’m all about making sure that we are prepared for our go-lives. So, I was immediately interested in what Conga had to

2 min read When it comes to getting started with Conga Composer, customers often ask, "How can I get up and running quickly with Conga Composer?"Sometimes building your first Composer solution can be daunting, so we suggest taking time to review our Composer Quick Starts to see if the solution could do the hard work for you.   Quick Starts are fantastic! You can select and deploy pre-built solutions with templates, data, and parameters to control what happens when your users click the button.  And, as of the latest release, we have added four more Quick Starts to our collection. Conga created a proposal solution in less than five minutes (that's impressive, right?), and it was an easy process to follow.  Our goal is to provide you with the tools to get the most out of our Conga products, so we created a course in the Conga Learning Center to enable you with the skills for successful deployment.   If you need to create an Account Brief, Proposal, or NDA (plus many more), check out the C

2 min read When you think of a Configure, Price, and Quote (CPQ) solution, you may not expect anything other than a product that formulates a quote. However, it is much more than just a quoting tool. Your whole end-to-end process starts here. You’ll find that it can rescue your sales and operations teams from the threats of error-ridden documents, numerous internal meetings, or lengthy manual processes.As a Senior Customer Success Manager at Conga, I’m often asked how our CPQ solution compares to others in the EMEA market. It’s not easy to navigate multiple solutions and find the best one, but I’m here to offer you the three most important KPIs that measure CPQ success.Some consider the ‘percentage of quotes created via CPQ’ a KPI that measures success. To me, it doesn’t say anything about the conversion rate or how long it would take to convert a quote into an order. If your organization has already adopted a CPQ solution, use KPIs to research how it has improved your internal process

2 min read At Conga, we create innovative and powerful tools meant to arm organizations to drive revenue operations success. To ensure that you, and your team, are equipped with the knowledge and skills to strategically implement, deploy, and maintain these products, it’s critical to prioritize and understand the importance and impact of training.   Training is directly tied to employee satisfaction because frustration often arises when team members don’t know how to use a tool or aren’t familiar with configuration flows. In fact, it is often found that 56% of trained users use more product features, 68% of trained users use the product more often, and 87% of trained users use the product more independently. Right here at Conga we have found that untrained users submit 97% of all support requests! Training can also increase the value organizations realize from the products they’ve invested in – trained users are the first to identify greater adoption of strategic features or suggest al

2 min read  Ready to take your contract management to the next level? Conga Q&A Agent is an intuitive tool that leverages the power of AI to make your contract management easier and more insightful.What is Conga Q&A Agent?Conga Q&A Agent is an intuitive tool that uses the power of AI to help you understand and analyze your contracts, streamlining your workflow and providing valuable insights. It works with your Conga CLM to deliver seamless contract and negotiation AI. It allows you to ask questions about the contract you're viewing and receive instant answers, right within the Conga Advantage Platform.How does Conga Q&A Agent work?Ask a question by typing in your question about the current contract in the "Ask anything about this document..." textbox and press:   Q&A Agent uses Generative AI to understand your question. Q&A Agent uses its AI capabilities to analyze the contract text and find the relevant information to answer your questions. Q&A Agent is

2 min read  Conga Contract and Negotiate Q&A Agent is an intuitive tool that uses the power of AI to help you understand and analyze your contracts, streamlining your workflow and providing valuable insights. It works with your Conga CLM to deliver seamless contract and negotiation capabilities using Generative AI. Let’s dive in to learn more about your new favorite contract assistant, shall we?How does Conga Q&A Agent work?Q&A Agent uses Generative AI to understand your questions about a specific contract. It analyzes the contract text and extracts relevant information to provide concise answers, highlighting important details for your review.What can you do with Conga Q&A Agent?Ask about key details: "What is the contract date?" and "Who are the parties involved?" Explore specific clauses: "Is there a non-disclosure agreement?" and "What are the key terms and conditions?" Analyze risks and compliance: "Are there any confidentiality clauses?" and "What are the indemnif

Co-authored by Taylor Heath, Customer Success Engineer and Team Lead, and Jennifer Peak, Customer Success Manager, at Conga.So, you’ve completed the Conga Maturity Model framework and survey. You’re probably thinking—where do I go from here? The results are just the beginning. Now that you have a clearer view of your organization’s current growth journey, it’s essential to interpret, plan, and share this information with key stakeholders. Below, we’ll break down the next steps to ensure you maximize the impact of your maturity model assessment.Review your results with a strategic lensOnce you've received your maturity model results, it’s important to understand what each segment means for your organization. Assess current position: Identify what maturity stage your organization falls into and contrast it with your organization’s stated goals. Remember, you don’t have to strive for the highest stage, your goal should be to mature your program in alignment with business priorities. Ide

A year ago, Conga launched its Maturity Model framework and survey to help you, our customers, clearly understand program maturity and determine the most impactful strategic focus. As Conga marks this one-year milestone, it's worth revisiting not just the survey's ongoing value as a maturity assessment tool, but also the significant trends that have emerged. What we’ve discovered provides valuable insights for any organization looking to benchmark its progress and understand where it fits within the broader maturity spectrum.Overall maturity landscapeThe data reveals a significant maturity gap across the board amongst organizations working to evolve their contract lifecycle and revenue operations.Average current maturity level: 2.18 Average desired maturity level: 4.13This 1.95-point gap underscores a strong organizational desire to achieve a high-level understanding of Conga's five stages of program maturity.Top 10 topics with the largest gapsThese areas show the most urgent need for

We are thrilled to announce the launch of Conga’s maturity framework and survey designed to help you measure and enhance your revenue lifecycle management program maturity.Step 1: Explore Conga’s Maturity Model FrameworksConga’s Maturity Models are designed to provide a clear framework for evaluating your programs in the three main pillars of revenue lifecycle management: contracts, commerce, and document automation. These models outline the key characteristics and capabilities at different stages of maturity, from ad-hoc development to full optimization. By mapping your current state against these models, you can clearly understand your program status and determine the steps needed to advance to the next level. How to use the maturity model frameworkThese frameworks give a 60,000-foot visual and construct for highlighting wins, communicating the state of the program, and focusing on the next area for strategic growth.Here are some responses from Conga customers have shared in how they