Solve It Stories - Conga

SOLVE IT STORIES TALES OF CUSTOMER SUCCESS FROM OUR PARTNERS How Conga helped PatientPoint digitize its document creation and management process for a better sales and customer experience THE CHALLENGE PatientPoint delivers tech-enabled patient engagement solutions that enhance the patient experience across the entire care journey. Its process for generating and signing client agreements and creating and tracking project documents had been predominately manual and required several steps across many departments. All of PatientPoint’s document systems were housed in different places and did not interact with one another. The client solutions team was processing around 12,000 After implementing Conga, we essentially documents annually, and in many cases, documents were incomplete had an end-to-end sales process managed seamlessly within Salesforce or needed to be redone. PatientPoint wanted to reduce operational that didn’t exist before. It had been a costs and improve the client experience. It needed a singular place disjointed process across a plethora of where sales reps, project managers, and legal team members could systems that didn’t talk to each other. But go to manage active projects. now, not even a year later, the impact on the business and the visibility that exists THE OPPORTUNITY because we now have a complete Businesses often need a way to create and consolidate documents end-to-end process is unreal. into one place to eliminate inconsistencies and rework Leslie Carrigan VP, ENTERPRISE DIGITAL AND BUSINESS TRANSFORMATION HOW DO THEY ... · Automate document creation and sales process management? · Store accurate document templates, branding, and messaging in one easily accessible place? · Speed up sales cycles to create more ideal customer experiences? In the case of PatientPoint, it needed a solution that would help organize its disjointed system for document creation in order to decrease internal and external confusion. It was able to do this with the help of Conga.