Salesforce Conga Integration to Enhance Quoting and Deal Closure Efficiency
100%
Reduced the time taken by clients to accept the deal
78%
Increase in customer experience with digital sign functionality using Conga Sign
90%
Increase in customer experience with digital sign functionality using Conga Sign
Overview
From scattered records to a single automated flow
What You Need To Know
Simplified quotes with clear product listings and prices help clients quickly understand and make informed decisions, while digital signature accelerates the deal closure process, reducing delays and improving the overall customer experience.
Why It Matters
SurfCT was looking to make its service offerings more presentable to clients by simplifying quotes and reducing the time required for deal acceptance through digital signatures.
What HIC Did
HIC Global Solutions automated SurfCT’s quoting process and enhanced customer experience through the integration of Conga Composer and Conga Sign with Salesforce.
Challenges Faced
Bottlenecks slowing every hand-off
Complex Quote Generation
SurfCT wanted to simplify their quotes by better organizing product listings and pricing within Conga templates.
Slow Deal Closures
Clients were taking too long to review and accept quotes, leading to delays in closing deals.
Inefficient Signature Process
The lack of digital signature functionality made it cumbersome for clients to sign and approve deals quickly.
About the Company
Operating out of New York, SurfCT is a dental IT consulting firm. They work to provide you with the best integration of the front office, patient experience system, clinical treatment systems, mobile connectivity, hardware, and more. Also, it offers world-class technical support and data protection programs.
SurfCT also offers consulting, training, brand growth services, and technical support along with business and data protection programs. They work to understand their client’s vision and to provide them with the best services.
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Solutions Offered by HIC
One pipeline, from record discovery to secure delivery
Conga Template Integration in Salesforce:
Enabled the addition of quote line items as products using Conga templates, providing better categorization of products and pricing.
Conga Sign Integration:
Integrated Conga Sign with Conga Composer to allow clients to sign quotes digitally, speeding up deal closures.
Automation for Email Notifications:
Configured automated emails to send signature requests to clients and reminders once the deal is accepted.
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