Conga is a business automation software suite designed to streamline document generation, contract management, and e-signature processes. It integrates seamlessly with Salesforce, enabling organizations to create, manage, and deliver business-critical documents with ease
CONSISTENTLY DELIVERING RESULTS FOR OUR CLIENTS
OUR PROCESS
At Cloud Haven Solutions, our consultants bring over 50 years of combined experience and have successfully completed over 20 Conga projects. With the right tools, expertise, and a proven track record, we’re here to help your organization streamline processes, optimize workflows, and get the most out of your Conga investment.
Step #1
Project Kick Off
Aligning goals, timelines, and expectations to ensure a smooth implementation.
Step #2
Discovery Session
Understanding your business needs to design a tailored Conga solution.
Step #3
Configuration
Customizing and integrating Conga within Salesforce for optimal performance.
Step #4
User Testing
Hands-on testing to ensure seamless functionality and user adoption.
Step #5
Recorded Demo
Providing a walkthrough of your solution for training and future reference.
conga success story
CHALLENGES
- Manual quoting process led to inconsistencies.
- Lack of uniformity in quotes created an unprofessional appearance.
- Visual elements like product images missing from quotes.
- No streamlined process for approvals or customer signatures.
SOLUTIONS
- Manual quoting process led to inconsistencies.
- Lack of uniformity in quotes created an unprofessional appearance.
- Visual elements like product images missing from quotes.
- No streamlined process for approvals or customer signatures.
RESULTS
30+ HOURS SAVED PER WEEK
100% REDUCTION IN MANUAL PRICING ERRORS
50% IN SALES TEAM EFFICIENCY
A CloudHaven success story...
CROUCH RECREATION
Crouch Recreation has been a trusted provider of high-quality recreational products for over 55 years. Family-owned and operated, they create safe, sustainable spaces for communities to play, gather, and thrive.
CHALLENGES
Inconsistent quotes from manual processes.
Lack of uniformity made quotes look unprofessional.
Missing visuals like product images.
No streamlined approval or signature process.
SOLUTIONS
Automated pricing to prevent manual errors.
Dynamic quotes with Conga Composer.
Visual quotes with product images for clarity.
Seamless e-signatures via Conga Sign for faster approvals.
RESULTS
30+ HOURS SAVED PER WEEK
100% REDUCTION IN MANUAL PRICING ERRORS
50% IN SALES TEAM EFFICIENCY
Discuss your Salesforce needs on a free 30 minute consultation
