Conga® Connect

Agenda

Administrator Training & Certification—New!

Starting at Conga Connect West you can earn administrator certifications for Conga Novatus, Conga Composer (with ActionGrid), and Conga Contracts. Even better than online learning, you’ll get face-to-face instruction on how to make best use of Conga solutions and an opportunity to complete our Certified Administrator exam during these Pre-Conference sessions.

Conga University Peaks

Take part in focused 45-minute sessions targeting specific product capabilities so you can bring new, implementable skills home with you or determine if other Conga solutions will solve your current challenges.

Breakout Sessions

Learn from fellow Conga Customers about the processes and steps you need to take to grow your success with Conga solutions. You’ll hear real-world examples of how other organizations solve their business challenges with Conga, lessons learned, and come away with lots of new ways to maximize your investment in Conga.

Solution Stations

Sit one on one with our experts for guidance on creating your own templates, troubleshooting and more. With personalized assistance, you can get a fast solution to your challenge, while also finding out how to maximize your use of Conga in your organization.

Solution Station Schedule

  • Tuesday, October 3, 2017

  • 10:30 am-2:00pm
  • Wednesday, October 4, 2017

  • 10:00-11:45am

Event Schedule

Monday

TIMEMAIN STAGECONGA USESSIONS
2:00-6:00 pmConga Novatus Basic Training & Certification
David Rothenbucher & Eric Bayes
Novatus Basic Admin Training and Certification is for new system administrators or those seeking a re-introduction to the basics. Topics include navigation, people, events, projects, dynamic forms, admin functionality, roles, user, lists, profile rules, scorecards, advanced edit, search, and reporting.


Conga Novatus 8.0 Release & Analytics Training
Bryan Ross & Mark Williams
Novatus 8.0 Release & Analytics training covers the newest features in Novatus, including Contract request and SalesConnect, workflow and flow, creation templates and clause library, eSignature, Negotiation Portal, Supplier Registration, flow steps, Hide/Unhide requests in a bundle, Document Assembly, and clause management.


Conga Composer Training & Certification
Ryan Burke, Aaron Leonard & Peter Terhune
Conga Composer Admin training is geared towards users familiar with Conga Composer and Salesforce, but who would benefit from a comprehensive training on the capabilites of Composer. This training teaches you how to build and deploy Composer solutions to address real-life use cases while leveraging the latest Composer features.


Conga Contracts Training & Certification
Kyle Hagan & Schuyler Van Ark
Contracts Admin training covers how to install, setup, configure, and deploy Conga Contracts using Conga Composer as the document generation engine. This includes creating Contracts buttons, configuring the Clause Library, creating a Composer document generation solution, and best practices around using Conga Contracts. The session is meant for System Admins who have experience with Salesforce and Conga Composer.
6:00-7:00 pmEARLY REGISTRATION & NETWORKING COCKTAIL RECEPTION

Tuesday

TIMEMAIN STAGECONGA USESSIONS
7:30 amREGISTRATION OPEN
8:00-8:30 amBREAKFAST
8:30-9:00 amLike Minds: Best Practices in Contract Workflow & Approvals Routing
9:00-10:00 amWELCOME KEYNOTE
Matt Schiltz, Conga CEO | Bob DeSantis, Conga COO |
Doug Rybacki VP Products, Conga | Kimber Spradlin GM Contract Automation Solutions, Conga
Welcome! Your conference hosts Matt Schiltz, Chief Executive Officer and Bob DeSantis, Chief Operating Officer will kick things off with some exciting announcements and the latest news from HQ.
10:00-11:00 amKEYNOTE ADDRESS
Sara Varni Bright, SVP of Marketing, Sales Cloud at Salesforce
Quote-to-Cash Insights from Salesforce
Quote-to-cash may be the most critical process inside any business. Speed, quality, consistency, and efficiency are all required for the business to succeed. Join Will Spendlove, VP Marketing Salesforce Quote To Cash solutions, for insights, best practices, and peak into the future.
11:00-11:45 amPipeline Management with ActionGrid
Kyle Hagan
Use ActionGrid to make your sales pipeline more efficient and gain visiblity into your data. This Peak will show you how to improve productivity and response time, giving you more time to sell.



Report Like a Pro with Novatus Analytics
Eric Bayes
Discover patterns in your data and display those patterns in a standard report format, a report summary, or a color-coded chart using Novatus Analytics.


Put Your Best Foot Forward with Custom Composer Templates
Aaron Leonard
Create well-designed and highly-functional Composer templates to ensure you put your best foot forward. This includes formatting data, grouping data in tables, and using conditional logic.


Global Reporting with Composer
Ryan Burke
Go beyond document generation and learn how Composer can be used as a reporting tool for Salesforce by exploring the capabilites of Global Merge.


Three Problems Conga Contracts Can Solve
Schuyler Van Ark
Find out how Conga Contracts can unlock contract data stored in document repositories, provide powerful insights into clause management, and manage issues that arise from third-party paper.


Eliminate Contract Bottlenecks with Conga SalesConnect
David Rothenbucher
Does your Sales team live in Salesforce and your legal team in Novatus? Learn how to bridge this gap by allowing Salesforce users to request a contract from within Salesforce.
Cutting Out the Extra Steps
Alan Deitch, Groupon
In this 30-minute session you’ll learn how Groupon leveraged Salesforce, Adobe Sign and Conga Composer to support strong business growth, improve relationships with small businesses, and reduce internal legal risks. Hear a valuable real-world example of thoughtfully streamlining processes—and seeing results.


Improving Forecasting with Conga ActionGrid
Rebekah Knoll, Honeywell
Sales forecasting shouldn’t be equivalent to Pin the Tail on the Donkey. Join this session to hear how Honeywell took action to simplify Salesforce data updates to ensure everything was updated. Today Account Managers can manage their entire Opportunity pipeline from one screen and improve forecasting by 80%. The sales team has experienced a 49%-time savings in updating their Opportunities—a time savings that allows more time for value-added and customer-facing activities.


Best Practices and Q&A with Conga Contract's Product Manager
Pete Castro
Contracts and deals often grind to snail’s pace at negotiation. Hear best practices and learn how businesses expedite the redlining process and slash the time to get contracts finalized, using Contracts
11:45 am-1:15 pmLUNCHLike Minds: Best practices for the Contracts Administrator 11:45-12:15

Like Minds: Using Conga in Health & Life Sciences Companies 11:45-12:15

Like Minds: Best practices for the Salesforce Admin 12:15-12:45

Like Minds: Using Conga in Financial Services & Insurance Companies 12:15-12:45

Like Minds: Using Conga in Media & Tech Companies 12:45-1:15

Like Minds: Creative Use Cases for Composer, Action Grid 12:45-1:15
12:00-12:45 pmUse ActionGrid to Manage your Team's Workflow
Kyle Hagan
Open a wealth of time saving opportunities by using ActionGrid to manage your team's workflow. This Peak will show you how to use conditional formatting, sorting, filtering, and grouping to manage your team's workflow.


Optimize Productivity with Composer
Aaron Leonard
Drive effciency in your business by optimizing Composer to pre-select templates, define output file settings, log activities, deliver email, and run in background mode.


Eliminate Contract Bottlenecks with Conga SalesConnect
Eric Bayes
Does your Sales team live in Salesforce and your legal team in Novatus? Learn how to bridge this gap by allowing Salesforce users to request a contract from within Salesforce.
1:15-2:00 pmPipeline Management with ActionGrid
Aaron Leonard
Use ActionGrid to make your sales pipeline more efficient and gain visiblity into your data. This Peak will show you how to improve productivity and response time, giving you more time to sell.


Put Your Best Foot Forward with Custom Composer Templates
Ryan Burke
Create well-designed and highly-functional Composer templates to ensure you put your best foot forward. This includes formatting data, grouping data in tables, and using conditional logic.


Three Problems Conga Contracts Can Solve
Schuyler Van Ark
Find out how Conga Contracts can unlock contract data stored in document repositories, provide powerful insights into clause management, and manage issues that arise from third-party paper.
Marketing Reporting Automation with Conga!
Grant Grigorian, Path to Scale
Today's marketers are data driven: not only are we accountable for business results, but we also use data to optimize our campaigns. But producing quality reports around campaign performance is not easy. Join this session to learn how to use Conga's technology to automate your marketing reporting! Using Conga, we can create the entire PowerPoint deck, with all of the required reports with a single push of a button.


Best Practices and Q&A with Conga ActionGrid's Product Manager
Amy Reams
ActionGrid can highlight data issues that may exist inside your CRM. Learn how to drive data accuracy in things like pipeline reporting using ActionGrid, and ask questions to help your team succeed.


Exceed Your Users’ CRM Expectations And Put Your Quote To Cash Process Into Hyperdrive
Meryl Flynn, Simplus
Every business is unique, so your Quote to Cash implementation should be designed around you. Join Simplus for best practices on customizing Salesforce CPQ with automated and highly-branded proposals, quotes, contracts, and invoices that can be easily negotiated and brought back into Salesforce.
2:15-3:00 pmData Validation with ActionGrid
Kyle Hagan
Use ActionGrid to validate and update data to save time and prevent errors. This will lead to better documents and reports, and happier customers and bosses.


Go with the (Novatus Contacts) Flow
David Rothenbucher
Use Contract Flow to automate the stages that Companies, Contracts and Projects undergo within your business, while allowing for alternative paths at individual steps.


Optimizing Contract Management with Conga Contracts and Conga Novatus
Pete Castro & John Vinci
Learn five ways you can optimize Composer to drive efficiency in your business.
Defining The Future of Salesforce, Now
Vanessa Thompson, SVP Customer Experience Insights, from Bluewolf
Our biggest report ever, the sixth-annual The State of Salesforce report uncovers emerging trends and insights from over 140,000 data points and more than 1,800 Salesforce customers. Find out how the best companies are using Augmented Intelligence (AI) to transform customer and employee experiences.
3:00-3:30 pmBREAK
3:30-4:30 pmPipeline Management with ActionGrid
Amy Reams
Use ActionGrid to make your sales pipeline more efficient and gain visiblity into your data. This Peak will show you how to improve productivity and response time, giving you more time to sell.


Batch and Event Driven Automation for Composer
Ryan Burke
Unleash the power of Composer by adding batch and event-driven automation to your document generation solutions. This Peak will show you how to configre Composer's automation tools in a few simple steps.


Go with the (Novatus Contacts) Flow
David Rothenbucher
Use Contract Flow to automate the stages that Companies, Contracts and Projects undergo within your business, while allowing for alternative paths at individual steps.
Looking to the Future
Doug Rybacki, VP Product Management, Kimber Spradlin, VP Product Marketing, Bob DeSantis, MC
There are lot of exciting things coming soon from our Conganeers. Be the first to hear about upcoming product enhancements, and leave with an overall understanding of Conga’s vision for the future.
4:30-5:30 pmCustomer Panel: Justice Sikakane, Brainiate | Brad Epker, GIS Inc. | Heather Hickman, Amgen | Lori Carbonora, ECSI | Jamie Jensen, Shaw Communications
This panel will feature customers answering a broad set of questions that will cover all products, and across different phases of experience with products, from just starting to advanced business use cases.
5:30-6:00 pmBREAK
6:00-8:00 pmCOCKTAILS, DINNER & ROOFTOP ZIPLINING

Wednesday

TIMEMAIN STAGECONGA USESSIONS
8:00-8:30 amBREAKFAST
8:30-9:00 amLike Minds: Using Conga in Government, Education & Non-Profit Institutions
9:00-10:00 amWork Can be Awesome
Jon Acuff, New York Times Bestselling Author
You actually have a greater shot of getting into Julliard in New York City to be a ballerina than hitting your next sales goal. Or your next budget reduction. Or your next widget production. At every element of your work, goals matter. What if we could do some simple things to improve how often we finished what we started?
10:00-10:30 amBook Signing
10:30-11:15 amUse ActionGrid to Manage your Team's Workflow
Kyle Hagan
Open a wealth of time saving opportunities by using ActionGrid to manage your team's workflow. This Peak will show you how to use conditional formatting, sorting, filtering, and grouping to manage your team's workflow.


Data Validation with ActionGrid
Aaron Leonard
Use ActionGrid to validate and update data to save time and prevent errors. This will lead to better documents and reports, and happier customers and bosses.


Report Like a Pro with Novatus Analytics
Eric Bayes
Discover patterns in your data and display those patterns in a standard report format, a report summary, or a color-coded chart using Novatus Analytics.


Global Reporting with Composer
Ryan Burke
Go beyond document generation and learn how Composer can be used as a reporting tool for Salesforce by exploring the capabilites of Global Merge.


Three Problems Conga Contracts Can Solve
Schuyler Van Ark
Find out how Conga Contracts can unlock contract data stored in document repositories, provide powerful insights into clause management, and manage issues that arise from third-party paper.


Optimizing Contract Management with Conga Contracts and Conga Novatus
Pete Castro & John Vinci
Learn five ways you can optimize Composer to drive efficiency in your business.
E-signing for the win: speed, compliance, and awesome ROI
Peter Haldeman and Christy Hubbard, Product Marketing Adobe Sign
Attend this session to learn why e-signatures are consistently rated as a top sales tool; how they add value to contract processes; how to address compliance requirements across industries and countries; and a glimpse into how new signing technologies and trends will add value in the future. Presented by Adobe Sign


Back from The Brink: A Case Study of Procurement Reform in Detroit
Jenny Six, Rachel Goldstein
Join this session to hear the story of Detroit’s procurement reform journey before, during, and after bankruptcy. Presenters will discuss Detroit’s highest priority focus areas – including process redesign, IT procurement and implementation, change management, staff training, and data-driven management. Presenters will share the approach for each area of focus, the role of the Novatus system in this initiative, the activities the City carried out to implement the changes, and lessons learned along the way.


Best Practices and Q&A with Conga Composer's Product Manager
Peter Terhune
Document automation frees up time and eliminates errors that create even more wasted time. Hear best practices related to document automation with Composer and get answers to ensure your success
11:15-12:00 pmData Validation with ActionGrid
Kyle Hagan
Use ActionGrid to validate and update data to save time and prevent errors. This will lead to better documents and reports, and happier customers and bosses.


Go with the (Novatus Contacts) Flow
David Rothenbucher
Use Contract Flow to automate the stages that Companies, Contracts and Projects undergo within your business, while allowing for alternative paths at individual steps.


Optimize Productivity with Composer
Aaron Leonard
Drive effciency in your business by optimizing Composer to pre-select templates, define output file settings, log activities, deliver email, and run in background mode.


Batch and Event Driven Automation for Composer
Ryan Burke
Unleash the power of Composer by adding batch and event-driven automation to your document generation solutions. This Peak will show you how to configre Composer's automation tools in a few simple steps.


Report Like a Pro with Novatus Analytics
Eric Bayes
Discover patterns in your data and display those patterns in a standard report format, a report summary, or a color-coded chart using Novatus Analytics.


Eliminate Contract Bottlenecks with Conga SalesConnect
David Rothenbucher
Does your Sales team live in Salesforce and your legal team in Novatus? Learn how to bridge this gap by allowing Salesforce users to request a contract from within Salesforce.
Bigtincan, Powered by Conga Composer: Mobile Sales Enablement Made Easy
David Keane, Co-Founder & CEO, Bigtincan
Creating custom documents and presentations on-the-fly using Salesforce.com data, and accessing or editing them across any device, on or offline. Sound impossible? See how Bigtincan, Powered by Conga Composer, empowers your mobile sales team to improve productivity and close more deals.


Best Practices and Q&A with Conga Novatus' Product Manager
John Vinci, Talese Shertzer, Amgen

Discover how to enforce process and policy with a system that removes risks and simplifies the contract process. Get answers to your questions and explore the key trends and best practices for Novatus.


"Alexa, create my keynote presentation."
Phillip Haack, Slalom
Voice activated commands for Salesforce that kickoff Composer actions? Yes, you can do that today. Now imagine filling in Salesforce fields with customer support cases or sales calls. Live demonstration.
12:00 pmDRAWING & WRAP-UP

SCHEDULE IS SUBJECT TO CHANGE