Dylan Gray Consulting

Dylan Gray Consulting

Work Smarter. Manage Better. Grow Faster.

Conga Consulting Services

Dylan Gray Consulting is a trusted full service Conga consulting partner in Houston, TX...

Dylan Gray Consulting is a trusted full service Salesforce & Conga Consulting partner in Houston, TX.

Conga Partner

With 20+ years of experience with Salesforce.com and 100+ implementations, we can help you and your business embrace Conga.com. We service SMB, Mid-market and departments of enterprise accounts nationwide. Our team speaks the language of B2B companies in Oil & Gas, Engineering, Manufacturing & Construction.

Work smarter. Manage better. Grow faster.

Conga Composer

Take your documents to the next level with Conga Composer. Create perfect documents every time with the click of a button. Composers’ document templates ensure that you will always get the right data and your brand will look its best.

Speed up business cycle when you automate the document creation process using templates, rules, and data.
You can automate to eliminate manual tasks, and get rid of errors, protect brand and corporate messaging, and increase accuracy and consistency.
Receive real-time engagement notifications when a document has been viewed, including who has viewed it and for how long.

Conga Sign

Transform business with an integrated eSignature. Capturing signatures the old fashioned way is slow and needlessly complicated. Conga Sign helps you secure the signatures you need for business-critical transactions with an efficient eSignature.

Getting your customer to sign on the dotted line is often the final and delayed step in a business process. Conga Sign empowers you to quickly capture the secure, compliant, and legally binding electronic signatures you need.
Conga Sign is cost-effective, easy to implement, and to use. You gain the ability to sign documents quickly and securely, save money, and reduce risk—all while creating an intuitive, efficient experience for your customers.
Tie a bow on every agreement and contract by capturing electronic signatures effortlessly—in a matter of minutes. They may be easy to collect, but these signatures mean business. They’re secure. Compliant. Legally binding. So they stand up to the test.

Conga Contracts for Salesforce

Simplify and accelerate the entire contract lifecycle. Close deals faster with automated contract creation, controlled negotiations, eSignatures, and streamlined reporting. Benefit from a CLM built for you to create, negotiate, approve, store and manage.

See a 282% return on investment in less than 6 months. Better yet, close sales quicker and grow your revenue associated with contracts by 14% YoY.
Do it effortlessly with an end-to-end solution. Quickly compare revisions, route tasks, securely negotiate, and leverage eSignature.
Enforce contract policy and language controls without legal being involved in every deal. Uncover potential contractual risk within your document portfolio.

Conga Batch / Trigger

Easily create, share, and edit digital documents that are populated with your data. Use pre-built templates to automatically create engaging, personalized documents with a click. Send consistent communications that elevate your brand and delight your customers.
Automate to eliminate manual task and streamline document creation processes, which speeds up business cycles to reduce costs.
Review and edit your document before it is delivered according to the specified method, whether it is email or download.
Conditionally display sections of a document, group data, and calculate formulas according to business rules.

Conga Collaborate

Boost efficiency with online sales documents that cut back on the time your sales teams spend creating content and piecing together information for their proposals. Gain time back with engaging online documents that increase productivity and streamline workflows.
Create customized documents with the right content at the right time, based on the data in Salesforce. Your reps will be able to focus on selling, instead of pulling together their proposals. No more errors and more time to connect.
Your proposal makes your case. Engage your audience quickly with rich media like video. Real-time notifications, tracking and analytics let you see how your prospect is interacting with the document you sent for timely follow up.
Work with online documents for drag and drop creation and collaboration, on-brand documents and content to connect with prospects, store content in an unlimited library for files and images, track engagement with alerts when prospects open, read, and sign. Plus analytics to understand pipeline and deal progress!

Conga Proposal & Quote Management

Conga Proposal & Quote Management works to accelerate revenue with beautiful, accurate quotes. This tool ensures you select the right products, at the right price with beautiful, accurate proposals. Get a return on your investment by making it easy to quickly generate complete, on-brand documents while maintaining control of your messaging.
Store relevant customer and prospect data in one easy to manage grid view. Data stored in the Salesforce price book can be automatically pulled into documents to compose proposals and quotes in seconds.
Simplify document creation processes and speed up business cycles by automating to eliminate manual tasks. Get rid of errors, protect brand and corporate messaging, and increase accuracy and consistency.
Create automated approval steps across all stakeholders to streamline your sales process. Automate proposals and quotes to be sent at set intervals or when certain criteria are met. Sign proposals and quotes quickly and securely, saving costs and reducing risk, while servicing your customers with ease and efficiency. Create confidence and repetition by automating your end-to end proposal and quote workflow so your process is always consistent for your customers

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