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How Conga can make FinTech more efficient and profitable

How Conga can make FinTech more efficient and profitable

At CloudMyBiz, we are in the business of providing the best possible solution to our clients for the best possible price. That usually means one of two things.

First is that for any client who has a specific need, particularly in the niche market of Alternative Lending, the best solution may be to build out the necessary functionality on top of our FUNDINGO frameworks.

The second option is implementing and integrating 3rd party apps. After all, if we can leverage an already built app, and take advantage of that company’s unique knowledge and specialization, why would we want to re-invent the wheel?


In regards to 3rd party apps, one of the highest rated and recommended apps, built on the Salesforce platform, is Conga. We recommend Conga over and over to our clients, and in particular FinTech companies, because, simply put, Conga delivers fantastic results in areas that FinTech companies need a reliable option.

Conga is a suite of AI-powered solutions that focus on automating documents, contracts and the processes surrounding them. Conga solutions include:

  • Contract Lifecycle Management
  • Document Generation
  • Data and Process
  • eSignature
  • AI


Benefits for FinTech

To put it into a nutshell, when FinTech companies use Conga, they can speed up processes, automate workflows, reduce overhead, and reduce errors. Below we overview some of the best options for FinTech:

Contracts in Salesforce

  • Conga allows the users to quickly and seamlessly draft and send out contracts, with essential data pulled directly from the account in Salesforce. The signed contracts can them be sent back directly to Salesforce, and the account updated.
  • For FinTech companies, where deals need to be made with a matter of hours or days, this is an essential time saver and ensures contracts won’t fall through the cracks. Turnaround times on deals decrease by 80%

Document Creation and Collaboration

  • These are some of the most popular Conga products and used by many CloudMyBiz clients. They help you create professional looking documents, in just about any format, including email, Word, and PDF. Of course, because it is connected to Salesforce, you can easily populate your docs with your hard earned business data. Conga also offers the option for online collaborative documents, so you and your team can work on them together, from anywhere.
  • FinTech relies heavily on documents, for just about all parts of the business. You not only need professional, easy to read and use documents but in order to manage risk, you need to make sure those documents are error free! You can send out essential emails, pulling aggregated data from multiple sources, and focus on selling, rather than admin tasks and creating docs.
  • In addition, Conga offers add-ons to their core document apps for:
    • Simplifying mass mailings
    • Creating & sending batches on a custom schedule
    • Generate docs from event triggers

Data and Process

  • Data, workflow, and processes are some of the trickier products to build. Conga, however, has done a great job with theirs. Admins can embed automated, repeatable processes in Salesforce to increase record keeping, reduce administrative tasks and encourage user engagement. In addition, you can automatically log activities, create follow-up tasks and even update fields with a click of a button.
  • Data entry and manual processes are the number one complaint we hear from FinTech companies.Whether it is reviewing/analyzing bank statements, calculating deal terms or populating borrower information, there is a lot of data to process, and it all has to be done flawlessly. The Conga data and workflow tools are an easy way to help companies streamline their processes.

eSignature and AI

  • While not part of Conga’s core offering (their bread and butter is documents), it only made sense for Conga to expand and handle related processes like eSignature and AI.
  • For any business, FinTech or otherwise, if you can easily integrate eSignature to your documents, it will save you a lot of time. Document review AI is another big time saver. If you need to analyze your documents, organize and ensure you aren’t missing out on valuable insights, AI systems are the way to go.

So in conclusion, no matter what business you are in, but particularly FinTech, Conga can help your business. After all, documents, contracts and processes are central to most companies out there, so why wouldn’t you want one of the best solutions to handle this essential part of your business?

-Ryan and the CloudMyBiz team


Want to discuss adding Conga to your Salesforce solution? Need to get started with Salesforce?

Contact one of our Salesforce specialists now and see how we can find the right solution for you

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App of the Week – 6 Industries success stories with Conga and Salesforce

App of the Week – 6 Industries success stories with Conga and Salesforce

Conga Composer

We love Conga Composer! It’s basically awesome! Conga does more than you could ever imagine. If you missed our webinar last month, you should check out the video below to hear about a few Conga success stories from CloudMyBiz clients!

Tip of the Week – Fast formulas for formatting forms in Salesforce

Tip of the Week – Fast formulas for formatting forms in Salesforce

Whether you’re new to Salesforce or it’s all old hat to you, you’ve probably come up against some requirement where you needed to take information from Salesforce and put it on a PDF, Word Doc, or other document. Whether you use Salesforce Mail Merge, Conga Composer (our App of the Year pick for 2013), or any one of the numerous other solutions on the market, you will come up against issues where the format of the data you have in Salesforce doesn’t match the format you need on your document. Sometimes you can format the data right on the form, but frequently you’re going to need it formatted before it ever leaves Salesforce. No need to give your team a lot of extra work. Just throw a few formula fields in and you’ll be merging faster and cleaner than ever before!

A common requirement is splitting up a date into separate Year, Month, and Day fields. A separate Formula Field for each will take care of this. Here’s how it works:

Create a Text Formula Field called Date Year, choose the date field you’ll be using, and put it in the following formula: TEXT(YEAR(Date_Field))

Now, create another for Month and Day – TEXT(MONTH(Date_Field)) and TEXT(DAY(Date_Field)) respectively.

Another common scenario comes when you want your document to display a client’s Billing Address if the Shipping Address is not available. For this, create a Text Formula Field for each segment of the Address (I’ll show you for Street). Now we’ll use an IF statement to check if the Shipping Street is blank. Here’s how it looks:

IF(ISBLANK(ShippingStreet), BillingStreet, ShippingStreet)

Do the same for City, State, and Zip, and you’re in business.

Remember, when in doubt with mail merges, formulas are your friends! Check this out for more formula ideas to get you going.

-Jared and the Salesforce Guys

App of the Week – Get more contracts signed faster with DocuSign for Salesforce

App of the Week – Get more contracts signed faster with DocuSign for Salesforce


You’ve done your due diligence, your client is excited about your product, and all you need is a signature to close the deal and take home your commission. You thought the hard part was over, but now you have to chase down the client to print, sign, scan, email, fax, and your done deal is taking way more of your day than is reasonable. And once it comes back in, you’re going to have to attach the signed contract in Salesforce and email all the right people before you can really close anything out. There HAS to be an easier way to manage getting contracts signed with less effort for you. And there is with DocuSign!

DocuSign is the exclusive electronic signature solution used by Salesforce’s 3,000+ sales reps to close more deals faster. Now, 90% of contracts are signed the same day; 70% within the hour. DocuSign is easy – sign anytime, anywhere, on any device either in person or online remotely.

DocuSign plays nice with Conga Composer, Workflow Rules, and the full gamut of Salesforce tools. Check it out today!

App of the Year – Pop the cork and join the line with Conga Composer for Salesforce

App of the Year – Pop the cork and join the line with Conga Composer for Salesforce

Writing contracts got you down? Sending quotes, proposals, and invoices taking up all your time? Spending hours prepping that quarterly report for your executive staff? No matter how tedious and time consuming, these tasks are crucial to your business and so you put in hours every week to make sure they get done. But wouldn’t it be great if you could get all that work done in seconds instead? The team at Conga has one of the most powerful tools on the market for automating all your documentation needs!

Used by Facebook, Apple, Amazon, BP, Chase, Salesforce, and hundreds of other companies (including right here at CloudMyBiz), Conga’s 5-star app will save you and your team hours every week. Conga can merge Salesforce data into PDF, Word, Excel, and Powerpoint templates, among others, automatically email documents to you and/or clients, and can even run batch jobs merge documents for multiple clients at one time. Your team can access Conga through custom buttons or through automated workflows. The power and versatility of this incredible app is nearly endless.

If you haven’t implemented Conga Composer at your company, add this one to your list of New Year’s Resolutions! Conga is hands-down our App of the Year!