Overview
Explore how Conga integration with Salesforce facilitated a streamlined quoting process and enhanced customer experience for SurfCT
What You Need To Know
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.
Why It Matters
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.
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.
Overview
Explore how Conga integration with Salesforce facilitated a streamlined quoting process and enhanced customer experience for SurfCT
What You Need To Know
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.
Why It Matters
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.
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.
About the Client
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.
About the Client
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.
Challenges Faced
With its aim to make its offerings presentable to clients, SurfCT encountered several challenges in its service delivery processes:
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.
Challenges Faced
With its aim to make its offerings presentable to clients, SurfCT encountered several challenges in its service delivery processes:
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.
Challenges Faced
With its aim to make its offerings presentable to clients, SurfCT encountered several challenges in its service delivery processes:
They were facing issues with
- Complex Quote Generation
- Slow Deal Closures
- Inefficient Signature Process
SurfCT wanted to simplify their quotes by better organizing product listings and pricing within Conga templates.
Clients were taking too long to review and accept quotes, leading to delays in closing deals.
The lack of digital signature functionality made it cumbersome for clients to sign and approve deals quickly.
Proposed Solutions
Understanding the problem of the enterprise, our highly skilled team of Salesforce Developers brainstormed and came up with the desired Salesforce integration solutions .With the help of our solutions, SurfCT was able to manage things, send quotes, and get acceptance faster with e-sign.
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.
Proposed Solutions
Understanding the problem of the enterprise, our highly skilled team of Salesforce Developers brainstormed and came up with the desired Salesforce integration solutions .With the help of our solutions, SurfCT was able to manage things, send quotes, and get acceptance faster with e-sign.
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.
Proposed Solutions
Understanding the problem of the enterprise, our highly skilled team of Salesforce Developers brainstormed and came up with the desired Salesforce integration solutions .With the help of our solutions, SurfCT was able to manage things, send quotes, and get acceptance faster with e-sign.
The solutions which we offered to them
- Conga Template Integration in Salesforce:
- Conga Sign Integration:
- Automation for Email Notifications:
Enabled the addition of quote line items as products using Conga templates, providing better categorization of products and pricing.
Integrated Conga Sign with Conga Composer to allow clients to sign quotes digitally, speeding up deal closures.
Configured automated emails to send signature requests to clients and reminders once the deal is accepted.
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