Conga CLM + Salesforce | Features and Limitation
Connecting Salesforce with Conga CLM (Contract Lifecycle Management) undoubtedly has many benefits. With this integration, you can speed up processes for managing contracts in sales, legal, HR, or any other teams that work with agreements daily.
What is CLM in Salesforce?
We know how important working in a single platform like Salesforce is to increase workforce productivity for contract lifecycle management. Therefore, you need data to flow seamlessly from Conga CLM to Salesforce and vice versa. Let’s take the opportunity to find out how to work efficiently with Conga CLM and Salesforce.
What is Conga Composer or Conga CLM?
We think starting with the basics is wise, so let’s discuss Salesforce and Conga Composer.
Conga is a platform many organizations use to manage contract lifecycles so that their agreements have reduced errors, which could lead to risky deals. The platform also suits businesses looking to grow and scale with operations.
One of the offerings from Conga dedicated to Salesforce and contract lifecycle management solutions is Conga CLM. It’s found under the Conga Revenue Lifecycle Cloud and has many products to simplify revenue lifecycles and boost income.
Efficient Features from Conga CLM
Conga CLM claims to automate contract processes in its lifecycle. However, contract lifecycle management is complex and consists of many stages that involve numerous internal and external stakeholders. Let’s look at some of the features of Conga CLM to see if it is capable of helping with your CLM solutions.
- With Conga CLM, you can work with agreements in one place to view the contract lifecycle fully.
- Find your contracts fast with search functionality.
- Conga CLM provides natural language search capabilities to find a contract fast with any entered phrase. You can also search for a language within a contract.
- Get access to tracking versions, negotiation, and approval histories.
- View your contracts based on a specific hierarchy or relationship, such as parent and child documents.
- It provides a range of features to assist contract lifecycle management tasks such as requesting, editing, activating, terminating, and renewing contracts.
- Track all contract actions to find out the status of a document.
A Conga & Salesforce Integration
From the Conga features, its clear they have solutions to help employees get more work done.
So, what is a Conga and Salesforce integration? It’s a robust integration that creates better experiences for working with data and automating processes.
Many organizations use Conga with Salesforce to find and work with data fast to create accurate quotes and agreements with visibility across multiple teams. An added benefit is the option to automate approval processes to speed up contract signing.
Conga CLM Pricing
Regarding the Conga platform, it isn’t easy to find product prices on their website. However, we did manage to locate their CLM solution on the Salesforce AppExchange marketplace. If you want to invest in Conga CLM, consider paying at least $35 per month per user for a default plan. You may contact Conga CLM for pricing through their website on additional plans.
Looking at Salesforce, if you are interested in the platform, you can choose between the Platform Starter or the Platform Plus options.
The Platform Starter lets you build custom applications for sales, customer services, and marketing initiatives. It costs €25 per month per user, but you could also try the platform for free.
Alternatively, you could go with Platform Plus to give all the employees across all departments in your organization the tools and features to build web applications. This plan will cost you €25 per month per user and is billed annually. However, if you are unsure whether you can commit immediately to this plan, you can try it out for free.
Please be aware that the prices listed above for Conga CLM and Salesforce could change any time. So, for the most accurate information, please check out their respective websites.
Salesforce and Conga CLM Integration Limitations
Although Conga CLM seems like a solid solution for contract lifecycle management processes with Salesforce, it is not perfect. For an objective view, let’s look at the limitations of a Salesforce and Conga CLM integration according to online reviews.
- The customer support team does not respond to queries sent to their email address.
- Responses from Conga CLM’s general information email are unsatisfactory regarding the product.
- Conga CLM is not entirely compatible with Conga Salesforce Lightning and, therefore, causes unforeseen problems for businesses.
- You cannot move files to Salesforce easily.
- The application is awkward and users must use an Attachments feature for moving files to Salesforce.
- The Attachment feature does not have full functionality.
- Even after training for Conga CLM, you must hire Conga CLM’s professional services to assist with implementation.
- You will need to hire Conga’s professional services to use many of the features in Conga CLM.
- Integrating Conga CLM into Salesforce is a lengthy process. Many configurations need to be set to ensure that Conga CLM can work with Salesforce.
The Secret to Seamless CLM with Salesforce
As you can see, trying to integrate Conga CLM and Salesforce is like forcing a square peg into a round hole. Going by the references, we would instead go with an alternative that integrates 100% with Salesforce, and you should, too.
If you want the best digital experiences for Salesforce, check out Titan. Our platform has six code-free applications that all integrate with Salesforce. For your contract lifecycle management solutions, you want to try our Titan CLM offering. You can use Titan CLM to sign documents with 2FA and complete end-to-end security for your data.
Let’s take the time to take a closer look at the benefits of a Titan CLM and Salesforce integration:
- Titan CLM has document generation tools that work seamlessly with Salesforce in real time.
- Secure sections of a document so that only certain parts are dynamic.
- Separate the CLM process from the Signing process for complete flexibility. You can end the CLM process after collaboration or trigger a new Signing process.
- Collaborate with internal and external stakeholders, online and locally, via various third-party tools, such as Microsoft Word, Google Docs, Open Office, and much more!
- Add or remove collaborators after the CLM process has started.
- Every change in the contract is automatically tracked in Salesforce and available in real time.
- You can generate contracts from Titan templates, use a static contract from Salesforce, or upload one from your local computer.
- Compare different versions of the same document. You can view a comparison to the previous version every time the document is updated.
- View a complete audit trail to see when a document is sent, viewed, and signed.
- Titan CLM is much more reasonably priced than other solutions, and our Salesforce integration is much more profound.
Frequently Asked Questions
What is Conga CLM in Salesforce?
It’s a cloud-based solution from Conga to streamline and automate contract lifecycle management processes.
Does Salesforce have a CLM solution?
Salesforce has many tools and features to assist with contract lifecycle management tasks, but they do not have a dedicated or out-of-the-box CLM solution.
What is the difference between CPQ and CLM?
CLM stands for contract lifecycle management, whereas CPQ stands for configure, price, quote. CLM solutions assist in creating and managing contracts throughout their lifecycle, and CPQ solutions help create sales documents and automate sales processes.
Looking for Consistent Salesforce Solutions?
Thank you for reading our article on Conga CLM and Salesforce for contact lifecycle management solutions. You can indeed integrate Conga CLM with Salesforce to streamline your contract tasks and processes, but we also learned that the journey is not smooth.
Contact Titan today if you are looking for seamless integration with Salesforce for CLM. We can also go beyond CLM solutions to provide tailor-made solutions for all your digital experiences. So, contact us through one of our social media channels below.
Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us
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