Conga CLM Implementation

The project involved the complete implementation of Conga Contracts for Salesforce (Conga CLM), a contract lifecycle management system designed to streamline contract creation, negotiation, execution, storage, tracking, and renewals. The project spanned one year and was spearheaded by me, encompassing both project planning and technical execution.

Key achievements and responsibilities:

Sandbox Development: The entire project was built and tested within the Salesforce sandbox environment, ensuring a controlled and secure development process.

Template Creation: Over 50 contract templates were meticulously crafted using Conga Composer, with configurations enabling the generation of over 300 contract document variations to accommodate diverse contract requirements.

Clause Library: In collaboration with the Legal team, built a comprehensive clause library based on existing contracts which were all part of several existing word documents.

Workflow Automation: A complex Salesforce flow was designed and implemented to orchestrate the entire contract lifecycle, from initial requests and legal reviews to customer negotiations, approvals, and e-signatures via Conga Sign.

User Training: Comprehensive training programs were conducted for sales and legal teams, ensuring smooth adoption and effective utilization of the Conga CLM system.

Efficiency Gains: The project yielded substantial time savings, with the legal team saving over 3 days per contract and the sales, finance, and support teams experiencing significant efficiency improvements in contract management.

Technologies Leveraged:

Conga Composer: Utilized for building and customizing contract templates.

Conga Orchestrate: Employed to create and manage triggers and workflows for automated contract processes.

Conga Sign: Integrated for seamless electronic signature capabilities.

Conga Grid: Implemented to provide a user-friendly interface for contract data management and tracking.

Salesforce Flows: Played a pivotal role in automating alerts, approvals, and other key processes within the CLM system.

Salesforce LWC: Developed several Lightning web components to support the project, including a custom grid to display a list of all contracts on the Account tab, both active and inactive. This was a required customization as the client requirement was not met by a standard page layout.