Conga Empowers Edmentum to Boost Operational Efficiency and Increase Contract Processing Speed by 75 Percent

Leading provider of K-12 digital curriculum, assessments, and services leverages Conga solutions to tackle sales cycle from every angle

Conga, the global leader in Revenue Lifecycle Management solutions, has partnered with Edmentum, a global education leader in K-12 learning technology solutions, to streamline its contract management processes with a unified, end-to-end solution to simplify and accelerate the sales cycle.

Edmentum is the leading provider of K-12 digital curriculum, assessments, and services to 43,000 schools in all 50 states and 100 countries worldwide. Edmentum’s customer base largely includes schools and districts with many business transactions for these customers consisting of purchase orders (PO) and contracts.

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Edmentum previously faced cumbersome processes with order forms and POs, causing delays in time-to-close for the sales teams and more manual work for operations. Edmentum’s legal team also sought an improved process for signing order forms and the consolidation of saved vendor contracts. Overall, the organization lacked a cross-department solution to unify and streamline its processes, leading to more steps to complete an order, resulting in a longer time-to-close.

Edmentum also recognized an opportunity to replace manual processes across teams to further increase efficiencies. For example, once orders closed, the sales team couldn’t easily generate list views and reports to show tracking against quotas within Salesforce, which Edmentum uses as its main customer relationship management (CRM) tool.

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Edmentum sought a contract management system within Salesforce to simplify and accelerate the sales cycle, while eliminating manual and time-consuming tasks. Edmentum implemented the following Conga solutions in a phased approach:

  • Conga Composer – Enables Edmentum to simplify and unify its document generation approach by creating one master template. As brand updates or contract changes are made, it is easily updated in one master template. Branding and formatting remain cohesive and consistent throughout all contracts without having to track down and maintain multiple templates.
  • Conga Contracts for Salesforce – Allows Edmentum’s procurement and legal teams to view and store all vendor contracts in one place. With the help of the managed clauses feature, the teams gain greater visibility and deeper insight into the details of contracts they didn’t have previously.
  • Conga Sign – Streamlines Edmentum’s disjointed signature process and enables write back data directly into Salesforce, along with creating audit trails for better visibility, and allowing customers to easily reassign a signer. These Conga Sign features provide a better experience for both employees and customers.
  • Conga Composer and Conga Sign – Edmentum employed these solutions to create a custom button to help solve a challenge around securing PO requests, enabling the sales team to simply click to send a request to the customer. When the PO is received, the information is written back directly to Salesforce, eliminating the timely process of Sales and the Order Process and Provisioning (OPP) team from having to chase down the information manually.

“Our customers are delighted with the new process offered through Conga Sign. The fact that they can simply sign and send contracts electronically, removing the tedious task of having to print, scan, and email back to us – is so much easier and more efficient,” said Ann Baker, Director of Business Systems at Edmentum. “Edmentum’s customers are serving the critical academic needs of students, and for us to be able to take any little task off their plates is a big help, especially during their busiest times of the year.”

By implementing Conga solutions, Edmentum has reduced the number of contract templates needed from 10 to 1 and cut time to signature dramatically – what once took three to four weeks now only takes one week or less, resulting in a 75% boost in efficiency.

“In today’s business world, companies can’t afford to lose time – and potential sales – to inefficiencies around manual processes and disparate systems,” said Noel Goggin, CEO and Culture Leader at Conga. “By adopting Conga’s unified technology solutions to streamline processes across teams, Edmentum has actively relieved the labor-intensive processes that bog its salespeople down, offering immediate impacts to turn around on signature time, quicker time to close, and ultimately improved customer satisfaction.”

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