Salesforce is a holy grail and it has so many features to offer that let you easily run and scale the business. Be it turning prospects into customers or nurturing customers to grow retention time, it can help in every business process management solution.
Whether you run a small company or a large enterprise, Salesforce will help you onboard more customers with ultimate ease. And, when it comes to integrations, there is an endless list of third-party and native integrations that you can perform on this platform.
If you are into real estate or any other industry that deals with mortgages, loans, and finances, then you must have heard about Conga. If you can't decide which one to go for and integrate with your platform, then we have got you covered.
Conga and Jungo Salesforce integration
Conga Integration and Jungo Salesforce are two powerful software solutions that can greatly benefit businesses, particularly those in the mortgage industry. Conga is a leading provider of document automation solutions, while Jungo Salesforce is a comprehensive CRM platform specifically designed for the mortgage industry.
By integrating Conga with Jungo Salesforce, mortgage businesses can streamline their processes and increase their efficiency. With Conga's document automation solutions, businesses can automate their document creation and management processes, reducing the time and effort required to complete routine tasks such as generating contracts, quotes, and invoices.
Jungo Salesforce, on the other hand, provides a comprehensive CRM solution that can help businesses manage their customers and leads more effectively. The platform includes tools for lead management, contact management, and pipeline management, as well as reporting and analytics capabilities to help businesses gain insight into their sales and marketing performance.
When combined, these two platforms can provide a powerful end-to-end solution for mortgage businesses. By integrating Conga with Jungo Salesforce, you can streamline your processes and reduce the time and effort required to manage their documents and customers. This can result in significant cost savings and increased efficiency, allowing businesses to focus on their core competencies and grow their bottom line.
What is Conga?
Conga is an add-on application that pulls useful data from your Salesforce platform and lets you quickly create and prepare personalized client documentation. You can pick your preferred format, add custom fields, and integrate the content and your client contract is all set to be delivered.
In addition to this, you can also use this tool to create customized presentations, client proposals, reports, and bespoke quotes. Document creation is a daunting task and you can't afford a mistake while creating one as it can create huge trouble for the organization.
To help you with this and streamline the overall document Conga comes in handy as it does the majority of the work on automation. You can easily get started with Conga and create your own document templates in a variety of formats including Excel, Adobe Acrobat PDF, Word, or HTML. The best part about this tool is that it accurately pulls data from the Salesforce platform and mitigates human errors. You don't even have to copy-paste manually as it keeps your data handy for you. You can also create follow-up tasks in this tool that will help you keep track of payments and respond to your proposals.
What is Jungo?
On the other side, Jungo is a full-fledged customer relationship management (CRM) system that caters to all your mortgage and real estate industries. This solution helps your team to manage all finance-related stuff through the Salesforce dashboard. Using this tool, professionals in the financial world can manage their marketing and compliance activities.
Some of the key features include lead capturing, lead nurturing, loan document management, loan referral tracking, video email creation, and more. Along with this, Jungo also lets professionals to mortgage managers create flyers by customizing the templates. Using Jungo, your finance and marketing team can work seamlessly together. Your marketing team can create flyers and print them. In addition, this tool also has the capability to send document collection requests.
This tool also offers a predefined checklist that lets you check a variety of parameters related to finance and mortgage. Your finance managers can also automate the entire process of sending the concierge packages to customers once the closure of the sale is done. The features list doesn't end here as it also lets you track the loan transactions and syncs the overall loan data with the CRM tool. Jungo also allows managers to perform analysis based on reports created from loan data.
Which one is best for you?
If you are into enterprise search solutions and you need to create a lot of client documentation, then the Conga tool is best for you. It eases the complete process of making intricate documentation and sending them to your client. Whether it's a simple one-page proposal or a visually appealing graphical long-form proposal, you can create both.
The biggest benefit of using Conga is that you can manage multiple clients even if you have a smaller team. As it comes with a variety of templates for proposals, you can create one from scratch in a faster turnaround time. This tool also supports certain third-party integrations, so you don't have to worry about compatible formats for your clients residing in different countries.
On the other end, Jungo is a full-fledged CRM that lets you manage every aspect of mortgage and real estate activities. If you run a real-estate agency or are planning to open one, then you need to have Jungo integration for your Salesforce.
# Usability
When it comes to ease of use and overall usability, both tools perform seamlessly on Salesforce. As Jungo has more features, you need to learn certain features over a period of time. On the other hand, Conga is a little different tool from Jungo as it handles only one part of your business: document creation and tracking.
If you are looking for a tool that will help you create, track, send, and manage documents and proposals for your Business Intelligence Solutions. Then Conga is the best tool you can have. You can use it in any industry that you are in so that it's more flexible and agile for your operations. Both tools will improve the overall productivity of your team members by handling several tasks. Both the tools come with certain automation that makes it easier even for beginners to get started with them. We can say that both integrations are highly user-friendly and your team won't face any drastic challenges using them.
Final Verdict
We hope you get an idea about both the tools and which one is better for your business and teams. If you are into the real-estate business and looking to manage mortgages and other activities then the Jungo tool is the best integration for your Salesforce dashboard. On the other hand, if you are too much into creating documentation, and proposals, and tracking them to nurture leads. Then Conga is for you as it will make the team members work with more efficiency and agility. Start using Conga or Jungo right now to boost the overall efficiency and productivity of your team members.
Call us at 484-892-5713 or Contact Us today to know more details about the Conga Integration or Jungo Salesforce.
