Integrating Salesforce, Conga, and Training Orchestra for 100% Automation in Salary Exceptions & Enhanced Order Management

A leading US-based global consulting and training firm was using Salesforce as their CRM, Conga CPQ for quote generation, and Training Orchestra for training management.

Managing trainer salary calculations efficiently was a challenge, particularly when handling exceptions.

Salesforce did not offer a built-in solution to integrate third-party systems for these calculations. As a result, factors like multiple training sessions or missed schedules were not always captured accurately, making compensation calculations more complex.

Learn how we helped the customer to:

• Automate Exception Handling by 100%
• Enhance Order Management
• Accelerate Order Processing