Supercharged Workflows for Today’s Business

Effortlessly visualize, create, and modify workflow processes in Salesforce. Even the most complex process becomes simple. Automate the steps that make your business run.

Say goodbye to manual workflow processes

Conga Orchestrate can automate the most complex workflow processes inside Salesforce. Multiple steps and dependencies? No problem.

  • Create accurate, efficient processes

    Eliminate the manual steps that slow down work and lead to human errors. Ensure all workflow steps are completed and all boxes checked. Compliance is a snap.

  • Increase productivity

    Go beyond simple actions on documents. Easily construct workflows with a large number of complex steps. Visually manage processes to see status.

  • Better workflows, higher returns

    Cutting costs and increasing productivity puts money back into the business. Efficient processes mean faster customer engagement, and higher returns.

  • Supercharged business process automation in Salesforce

    Visualize and create efficient, automated workflows

    • Easily create and modify workflows with no coding or custom development
    • Visualize the flow of the workflow steps and to whom they’re assigned
    • View real-time status of a process as it is being executed
    • Integrate the routing of documents with other Conga solutions
“The biggest benefit from Orchestrate is the fact that we follow the same steps every single time and never have to worry about anything falling through the cracks, or anybody going rogue and doing it a ‘different way."
Lars Phillips, Avier Wealth Advisors

Transform your business with powerful workflow process automation

  • No coding needed

    Create workflows with no coding or custom development. Easily set up or fine tune a process. Manage your workflows effectively without a lot of technical expertise.

  • Easily visualize and create any workflow

    Create and modify simple or complex workflows. Visualize the flow of steps, when they’re due, and to whom they are assigned.

  • Integrate document solutions

    It’s easy to incorporate your critical documents. Seamless integrate documents created with Conga Composer or Conga Contracts into the workflow process.

  • Reporting in real time

    View status of a process in real time, as it is being executed. Generate dashboards and reports using Salesforce. Get the information you need for greater insight.

  • Visibility into processes

    See where bottlenecks happen and processes stall. See critical workflow processes at every point. Monitor end-to-end process performance and identify problem areas.

  • Kick off processes automatically

    Kick-start the process automatically when a certain situation occurs. Whatever the need, whenever you need a workflow, you can set it up to run on its own.

Find out today how Conga Orchestrate can transform your business