The Solution Conga Composer helps boost business cycles and increase responsiveness to customers while reducing manual work — all within Salesforce. Data Accuracy The Challenge: Manual data entry results in the risk of human error, potentially compromising the integrity of financial action plans. The Solution: Conga Composer reduces the risk of human error through automation and Time Savings templatization, with data pulled directly from Salesforce. Data can also be populated into The Challenge: Generating financial action plans your Salesforce document from other systems for clients requires hours of manual data entry. for the most complete and accurate The Solution: Conga Composer automatically pulls financial plan. client information directly from Salesforce and populates all the relevant data into templates, including client contact information, action plan steps and benchmarks, and other details. Document Distribution Efficiency Increase Revenue The Challenge: As a result of the drawn out, manual data gathering involved in financial action The Challenge: When the majority of time plan production, plans would only be sent to clients is spent on activities unrelated to twice a year. This involved a time-consuming process relationship-building, like manually creating of manually filling out a document and emailing documents, there's not enough time in the day a PDF to clients. to focus on what really matters — spending time The Solution: Conga Composer enables you to send with current clients to expand their use of your documents automatically to multiple contacts with the business and sourcing new clients. click of a button. Send an updated document to your The Solution: Conga Composer allows financial clients as often as they like or as needed in advisors to focus on ways to help your current a few seconds. clients and provides more time to advise additional clients, increasing your book of business, therefore increasing revenue.