Conga Composer Salesforce Connector | document generation for anyone, anywhere vs Sales Process Optimizer

With Conga Composer, easily create beautiful and accurate digital documents using pre-built or customized templates automatically populated with data from Salesforce. Send consistent and personalized documents that elevate your brand and delight your customers. Generate any document: ✔ Quotes ✔ Proposals ✔ Account plans ✔ Invoices/receipts ✔ Contracts ✔ Work orders ✔ Reports & charts ✔ Shipping documents ✔ And more! Into the following formats: ✔ Word ✔ Excel ✔ PowerPoint ✔ PDF ✔ HTML Extend efficiency with: ✔ Conga Batch: Create and send documents as a batch on a custom schedule ✔ Conga Trigger: Create documents with no clicks using customizable triggers ✔ Conga Composer API: Directly embed Composer into your website, portal, or application Integrations: ✔ Conga Contracts for Salesforce ✔ Conga Grid ✔ Conga Sign Compatible with Sales Cloud, Service Cloud, Experience Cloud, Revenue Cloud, Communities, Portals, Platform, Salesforce1 & Lightning

The Sales Process Optimizer™ presents a profile-specific Sales Playbook in an intuitive graphical format. Configurable to enable a company's best practices, SPO drives desired behaviors to increase sales performance. Key activities are suggested to generate outcomes that advance the sales stages and produce a predictable forecast. Benefits: • Improved execution of best practices to increase win-rates and profit margins • Increased utilization and user adoption of Salesforce® • Better coaching and development for new hires to reduce time to profitability Included: • Each Stage includes links to job aids, relevant coaching tips • Ability to create appropriate/related activities • Pipeline Optimizer to Improve forecast accuracy, real pipeline visibility and sales velocity SPO is effective in organizations with one or more of the following selling environments: • Enterprises looking to provide common processes and language • Transition to solution selling • Price and margin erosion • High turnover of sales employees • Multiple levels of influence in decision making process