The Client is one of the largest Event management companies with footprints across the globe. The client organizes Exhibitions & Conferences that connect groups interested in developing commercial relationships while expanding their business.
Anonymised Client Profile
The Client is one of the largest Event management companies with footprints across the globe. The client organizes Exhibitions & Conferences that connect groups interested in developing commercial relationships while expanding their business. This initiative was aimed at bringing together their different business units (using different platforms) under the umbrella of a Salesforce-driven Sales & Operations platform. The Client partnered with Girikon – a reputed provider of Salesforce consulting services to seek support for bringing different business units together.
The following challenges were identified:
Girikon used Conga Composer where templates are created in advance when documents are created eliminating manual errors arising from manual copying and pasting activities.
Managed template versions by pre-defining them and creating brand consistency using a document generation solution.
A document generation solution saves a copy of the document directly in the CRM enabling everyone in the sales team to have visibility of it
Added custom logical conditions in Conga, which helps to show documents differently to different users based on it.
Used Conga Queries to dynamically get fields from custom objects directly to the Conga document generated.
Integrated DocuSign with Conga composer to add e-signatures functionality.
Measurable Impact
Within six months of going live on Salesforce, the organisation reported measurable gains across every key marketing KPI.
Conga Composer helped smoothen the process of Document/Contract generation.
Faster and error-free documents by the use of predefined Conga templates and Conga Queries.
The same generic Conga Templates can be used in many Salesforce org so helped in improving efficiency.
DocuSign helped in automating the e-signature process.
Client Feedback
Girikon’s team understood the complexity of our stakeholder landscape from day one. They didn’t just migrate our data — they redesigned how we think about lead management and audience engagement. The HubSpot implementation they delivered has fundamentally changed what our marketing team is capable of.
Whether you’re migrating from a legacy platform or optimising an existing HubSpot setup, our certified HubSpot consultants deliver CRM implementations built around your goals — not ours.
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