Revenue Management Tips: Leveraging Conga to Increase the Value of Your Salesforce or FinancialForce Solution

Leveraging Conga for Revenue ManagementThink about the number of times your organization’s data, be it customer, contract, projects, quotes, billing, etc., needs to be organized, processed, and transferred into internal or external facing documents.

On a day to day basis, it’s probably a lot.

The way these documents look, function, and interact with your solution will have a negative impact on your business if they don’t work properly, aren’t on brand, aren’t accurate and up-to-date, or don’t support bidirectional data flow.

Leveraging a 3rd Party Solution Provider.

If you’ve already invested in a Salesforce or FinancialForce solution, why do you need something else for document management and generation?

  • Salesforce and FinancialForce offer solutions designed to drive and connect different areas of your business, but are blank canvases in order to benefit any and all businesses that use them.
  • A 3rd party solution provider adds customization and functionality that will help make those solutions work in a way that meets your organization’s unique needs and goals.
  • They save time and resources—including things like maintenance and support—when it comes to configuring and customizing Salesforce or FinancialForce solutions.

This is why, regardless of your specific industry or client base, leveraging a 3rd party document management and generation provider, is something that can easily extend solution ROI if done correctly.

Tips and Use Cases

Conga is an example of a 3rd party solution provider that handles documents and is built on the Salesforce platform. It’s something we’ve used for a number of clients, which is why we’ll focus on it for the use cases and tips listed below.

1. The issue: Your organization needs to generate invoices for multiple clients, but not for every client every time.

  • In this case, Conga would be used to batch generate invoices based on scheduling parameters.
    • Which can be dispatched utilizing email templates, branding, and layouts for your specific organization or clients.

Tip: This use goes beyond invoices and can be leveraged when addressing things like revenue leakage, targeted marketing for revenue growth, or SLAs and contract management.

2. The issue: Invoices need to be generated from billing documents related to the CPQ process, accounting for details that will vary from client to client, such as currency and tax information.

  • Approaching batch processing based on automation triggers can help here; document generation that can account for regional differences (including a preferred or secondary language) should also be leveraged.

Tip: Document customization like this can really further client appeal, and can be used to address compliance and regulatory needs.

3. The issue: Documents need to be generated, and sent to a client for signature and/or information; when returned, this data needs to be reused or reformatted for different processes and documents.

    • Information shared across departments can leverage enterprise-level document processing, generation, and management.
      • Conga Sign could be used for any signatures needed.

Tip: Enterprise lead to cash requires a lot of documents—so having the right documents generated at every step, being managed appropriately along the way—will cut down on processing time and improve processes end-to-end.

Help With Integration and Configuration

Conga is a great tool, with a lot of user-friendly functions, that’s easy to keep up-to-date. That said, if it’s piqued your interest, we always recommend getting an expert involved to be sure it’s pulling the right information in the right ways, and doing exactly what you need it to do.

Whatever revenue management investment you’ve made or are looking to make—be it Salesforce Revenue Cloud, FinacialForce PSA, Conga, etc.—configuring them properly for your business and end-users is the only way to insure maximum ROI.

If you need help or advice, please contact us, we’re happy to help.

Menu