Implemented a comprehensive Conga solution to streamline and automate the client onboarding process for a high-growth organization. This project targeted critical inefficiencies in the sales process, specifically the manual emailing of documents, inconsistent methods of receiving signed documents, and extensive administrative tasks. Integrating Conga with Salesforce enhanced the onboarding workflow, ensuring a consistent and efficient transition from sales to account management, and significantly reducing the manual workload.

Salesforce Integration: Seamlessly connected Conga with Salesforce CRM to manage client data efficiently, enabling centralized file storage and access within the CRM system.

Automated Email Reminders: Configured automatic email reminders for sales representatives to follow up at critical stages of the client journey, ensuring timely communication and engagement.

E-Signature Integration: Incorporated e-signature capabilities into the onboarding process, enabling clients to sign agreements digitally, which expedited the documentation process and reduced turnaround times.

Custom Reporting Dashboards: Developed tailored reporting dashboards within Salesforce, providing real-time insights into the onboarding process effectiveness and client engagement levels.

Enhanced Client Retention: The new automated onboarding process contributed to a 63% increase in client retention, significantly boosting customer satisfaction and loyalty.

Time Savings for Sales Team: Automated various administrative tasks, saving sales representatives over 16 hours per month that was previously spent on manual processes.

Operational Efficiency: Streamlined the entire onboarding process, making it faster and more efficient, which allowed the sales team to focus more on sales activities and less on administrative tasks.

Provided comprehensive training and detailed documentation to the sales and account management teams, ensuring smooth adoption and ongoing usage of the new system.