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Document automation supports growth for Cooperative Finance Association
Customer stories
Salesforce optimizations

Document automation supports growth for Cooperative Finance Association

The Cooperative Finance Association’s agricultural customers aren’t start-ups with standard corporate protocols. They are second, third, and fourth generation family-owned companies who tend to do things the way they have always been done. CFA has close relationships with these customers, working with some of them for 20 or even 30 years. “Customer service is our product,” says Doug Richards, Senior Vice President and Chief Technology Officer (SVP; CTO) at CFA. “That's where we excel and that's what our reputation is built on.”
12/14/2024
1 min read
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CLM RFP template
Guides
CLM

CLM RFP template

When it comes to selecting the right CLM solution, an RFP can be your best asset for making an informed decision. With hundreds of vendors in the market, knowing how to evaluate them on factors that truly matter to your business is critical.
10/31/2024
2 min read
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Document automation software features: buyer's guide for IT
Guides
Document automation

Document automation software features: buyer's guide for IT

Today’s IT leaders are under pressure to ensure their organizations are secure, efficient, compliant, and cost-effective—and that means having the right technology in place.
10/31/2024
10 min read
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Conga Composer gives Spireon less to worry about, so they can spend more time building customer relationships
Customer stories
Document automation

Conga Composer gives Spireon less to worry about, so they can spend more time building customer relationships

Challenge

Spireon understands the value of using software to transform their business. But the software they were using to streamline contracts for their automotive business, to create templates and eSignatures. 

But this particular application wasn’t working out the way Spireon had hoped. In fact, it was creating more problems.
01/28/2021
2 min read
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Coworkers collaborating
With Conga Composer, Grid, and Sign, Mount Yale Capital Group has all data easily manageable in one spot
Customer stories
Document automation

With Conga Composer, Grid, and Sign, Mount Yale Capital Group has all data easily manageable in one spot

Challenge

Financial service firm Mount Yale Capital Group deals with multiple accounts per person, per household. This amounts to a lot of layers and, subsequently, a lot of documentation.

To create the document, team members would work in Microsoft Word, make a PDF of the document, print out a hard paper copy and put it in a file.
01/28/2021
2 min read
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Woman receiving a facial
HydraFacial found versatility, easy implementation, and real-time insights with Conga Composer
Customer stories
Document automation

HydraFacial found versatility, easy implementation, and real-time insights with Conga Composer

Challenge

HydraFacial challenges its customers to put their best face forward, and there’s a lot of complicated paperwork involved in the selling of these intricate medical facial devices to estheticians, spas, hotels, and more beauty providers.
01/28/2021
2 min read
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Sign overview
Videos
eSignature

Sign overview

Capturing signatures the old-fashioned way is slow, inefficient, and increases the risk of errors and lost revenue. Today's customers expect a faster, easier, and more secure experience. Conga Sign helps you speed up approvals, reducing the time to "yes" from days to minutes.
10/10/2020
2 min watch
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