Solve It Stories - Conga

SOLVE IT STORIES TALES OF CUSTOMER SUCCESS FROM OUR PARTNERS How Conga helped PatientPoint digitize its document creation and management process for a better sales and customer experience THE CHALLENGE PatientPoint delivers tech-enabled patient engagement solutions that enhance the patient experience across the entire care journey. Its process for generating and signing client agreements and creating and tracking project documents had been predominately manual and required several steps across many departments. All of PatientPoint’s document systems were housed in different places and did not interact with one another. The client solutions team was processing around 12,000 After implementing Conga, we essentially documents annually, and in many cases, documents were incomplete had an end-to-end sales process managed seamlessly within Salesforce or needed to be redone. PatientPoint wanted to reduce operational that didn’t exist before. It had been a costs and improve the client experience. It needed a singular place disjointed process across a plethora of where sales reps, project managers, and legal team members could systems that didn’t talk to each other. But go to manage active projects. now, not even a year later, the impact on the business and the visibility that exists THE OPPORTUNITY because we now have a complete Businesses often need a way to create and consolidate documents end-to-end process is unreal. into one place to eliminate inconsistencies and rework Leslie Carrigan VP, ENTERPRISE DIGITAL AND BUSINESS TRANSFORMATION HOW DO THEY ... · Automate document creation and sales process management? · Store accurate document templates, branding, and messaging in one easily accessible place? · Speed up sales cycles to create more ideal customer experiences? In the case of PatientPoint, it needed a solution that would help organize its disjointed system for document creation in order to decrease internal and external confusion. It was able to do this with the help of Conga.

SOLVE IT STORIES TALES OF CUSTOMER SUCCESS FROM OUR PARTNERS THE SUCCESSFUL OUTCOME With Conga Composer, Conga CLM, Conga Grid, and Conga Sign, PatientPoint now has an end-to-end digital document process that saves money, time, and energy. · Conga Composer brought the document generation process directly into Salesforce, allowing PatientPoint’s Salesforce instance to be the single source of truth. · Conga CLM has provided PatientPoint’s legal team with the support of automation to ensure their time is best spent on bringing in new clients rather than on administrative contract management tasks. · Conga Grid has helped the PatientPoint team keep track of internal projects and improve visibility. Teams can view and manage opportunities and update data more quickly and easily. · With the addition of Conga Sign, PatientPoint is now able to seamlessly create, manage, and sign documents from beginning to end, all in one system. THIS HAS RESULTED IN ... · A decrease in the time to process a contract from 30–45 minutes With the solutions implemented from to 3–5 minutes. Conga, there has been an increase in the productivity of sales reps. They’re able to · A rapid return on investment equal to the cost of a full-time employee focus on their sales process rather than by starting with digitizing document generation processes. paperwork. That means more deals · Better inventory management, a reduced risk of complications during coming in for us. We’ve been able to the sales cycle, and an improved customer buying experience. reduce the amount of paper floating around the office and change that With an end-to-end document generation, workflow process. Now other divisions are also management, and e-signature solution from Conga that switching from paper to digital documents completely integrates within Salesforce, PatientPoint has because they’re more readily available. increased visibility into the entire document process and gained Leslie Carrigan VP, ENTERPRISE DIGITAL higher productivity for teams across its organization. AND BUSINESS TRANSFORMATION CONSIDERATIONS FOR CUSTOMERS WHO ARE LOOKING TO... · Make document generation and e-signatures easy by making it clear which template to use, how to find it, and what data to enter. · Implement a solution that provides an easier way to quickly navigate, visualize, and manage Salesforce data across multiple objects using a single, actionable grid to save time and get cleaner, relevant data. · Simplify and accelerate the entire contract lifecycle to close deals faster with automated contract creation, controlled negotiations, and signature and streamlined reporting. Learn more about Conga Composer for document generation and reporting for Salesforce on AppExchange. To find other Conga AppExchange solutions, search “Conga” on AppExchange.