SEE HOW CLOUD FOR GOOD CAN HELP YOU CREATE MORE VALUE WITH SALESFORCE.
On August 13, Cloud for Good hosted an online webinar, Force Off- Mail Merge Applications for Salesforce. This lively demonstration explored solutions from Apsona, Conga and Drawloop. See what you missed here!
Running monthly or yearly statements for your households can be a daunting task, from creating a report in your Salesforce instance –to exporting the data to Excel –to merging the data into your statements. And what happens if you have multiple open items or donations for a single constituent or household? It can turn into a nightmare to create these statements, while your staff spends precious hours performing a task that should be automated. Apsona Mail Merge to the rescue!
Easily generate custom proposals, account plans, contracts, presentations and emails with content from multiple objects and related lists. Works with Word, Excel, PowerPoint, PDF forms and HTML email in single, batch and scheduled operations.
AppExtremes is the company behind the Conga suite of solutions: Conga Composer, Conga Mail Merge, Conga Courier, Conga Conductor, and Conga Workflow. Our flagship product, Conga Composer, is the most popular document generation app on the Salesforce AppExchange and has consistently been in the AppExchange Top Ten since Conga Composer launched in 2007. Conga Composer makes it easy to retrieve your data from salesforce.com and merge that data into sophisticated documents, whether Word, Excel, PowerPoint or PDF. You can then print it, store it locally or in Salesforce, or send it via email. Conga Composer will also log activities, create follow up tasks and even update fields.
