G2 reviewers report that Conga CLM excels in its native integration with Salesforce, allowing users to trigger complex contracts directly from Opportunity records. This feature significantly streamlines the contract process, saving time and reducing the need to switch between different browser tabs.
Users say that Salesforce CRM Dashboards provide a highly customizable experience, enabling teams to tailor dashboards to their specific needs. This flexibility allows for a comprehensive view of critical metrics, making it easier to identify trends and opportunities within customer data.
According to verified reviews, Conga CLM is praised for its ability to keep the entire contract process organized and hassle-free. Features like approvals, version control, and compliance management are seamlessly integrated, ensuring that nothing slips through the cracks during the contract lifecycle.
Reviewers mention that Salesforce CRM Dashboards are particularly effective for analytics and reporting, especially for customer service KPIs. Users appreciate the ease of drilling down into individual customer records, which helps them quickly identify potential opportunities and enhance customer service.
G2 reviewers highlight that while Conga CLM has a solid user experience, some users have noted challenges with configuration to match specific workflows. This can lead to a learning curve for new users, especially those unfamiliar with contract management systems.
Users report that Salesforce CRM Dashboards generally offer a smoother setup experience, with many finding the onboarding process intuitive and straightforward. This ease of setup can be a significant advantage for teams looking to get up and running quickly with their analytics tools.
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Reduce risk and contract cycle times with Conga CLM. Empower legal, sales, and procurement teams to streamline operations and manage complex enterprise-wide contracts with contract lifecycle management software integrated with AI.
Do I have to install something on my computer? How tight is your security?
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Official Response from Conga CLM
Conga Novatus is a Software-as-a-Service, so all you need is a live internet connection and a web browser. Because Conga Novatus lives on the internet, it...Read more
Who else uses Conga Novatus? Can any other large companies be references for us?
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Official Response from Conga CLM
Over 350 thousand users worldwide, from companies that include Coca-Cola Enterprises, the NFL, many divisions of Sony, FitBit, WD-40, The American Cancer...Read more
Does Conga Novatus integrate with ERP, CPQ, CRM, or even our own homegrown system?
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Official Response from Conga CLM
Yes, our Integration capabilities are extremely flexible!
Conga’s Technical Services experts have a 100% proven track record of integrating with any...Read more
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