Business Objective
Iconic Offices is a leading flexible workspace provider in Ireland. They are dedicated to create innovative and dynamic workspaces for progressive businesses. They leverage deep local knowledge and industry expertise to design premium workspaces based on the requirements of modern enterprises. From cubicles for small businesses to fully customised offices for global headquarters, Iconic delivers flexible office solutions for all sizes of companies. They consciously create spaces to minimise energy consumption and emissions to create a suitable working environment.
Iconic Offices sought to improve their sales presentation process to deliver personalised and visually captivating presentations to potential clients. To achieve this goal, they partnered with NeosAlpha Technologies, a trusted Salesforce consultancy. The primary objective was leveraging Conga Composer’s capabilities to dynamically fetch data from Salesforce objects, including opportunities, buildings, quotes, and suites, seamlessly integrating them into PowerPoint presentations. The presentations needed to adhere to precise dimensions and alignment, including static and dynamic images, embed PDFs as URLs and overcome challenges such as image overlaps and data overflow.
Technology Challenges
- Extracting data from diverse Salesforce objects and merging them seamlessly into presentations presented a complex data integration challenge.
- Including high-quality images of buildings and suites in presentations required an automated image retrieval mechanism.
- Accurately repeating slides for each suite within a building while maintaining a coherent flow was a significant challenge.
- Achieving precise dimensions and alignment for static and dynamic images, and embedding PDFs as URLs demanded a highly customised approach.
- A significant challenge was preventing data from overlapping or overflowing within designated areas without manual intervention.
How NeosAlpha Helped?
NeosAlpha Technologies played a crucial role in successfully implementing Conga Composer for Iconic Offices. As a trusted Salesforce Consultancy we provide comprehensive support, conducting in-depth discussions to understand specific requirements for presentation design and data integration. Our precise efforts led to creating a custom Conga PowerPoint template that seamlessly merged data and images in the final presentations.
We have also developed custom SOQL queries to access Salesforce data that is not directly available through the standard Conga approach, resulting in dynamic and complete presentations. Furthermore, we enhanced the solution by creating specific template and query data records, introducing a “Custom Action Button” with a unique URL, and developing a sophisticated mechanism for handling dynamic and static image inclusion in presentations.
Throughout the implementation process, we offered ongoing support and training to Iconic Offices, ensuring smooth adoption and utilisation of the new automated process by the sales team. We conducted rigorous testing and validation to meet the desired visual precision and dynamic data integration requirements. The company maintained a collaborative approach, consistently engaging with Iconic Offices to gather feedback and refine the solution.
The implementation process involved a comprehensive approach:
- The Conga Composer solution was fine-tuned to accommodate the dynamic merging of Salesforce data and seamlessly handle various image formats.
- The solution was deeply integrated with Salesforce and accessed multiple objects, including opportunity, building, quote, and suite records.
- Relevant fields from Salesforce objects were mapped to corresponding placeholders in the PowerPoint templates, adhering to precise dimensions and alignment. A sophisticated image handling mechanism was developed to manage dynamic and static images, ensuring no overlaps or alignment issues.
- PDF documents were embedded as URLs within the presentation, offering a seamless access to detailed information.
- Conga Composer’s looping capabilities were employed to repeat slides for each suite listed within a building dynamically.
Results
The implementation of Conga Composer significantly improved the sales presentation creation process for Iconic Offices, which leads to the following:
- Automated Presentation Creation: Automating the presentation creation process drastically reduced the time and effort required to prepare sales pitches. The sales team could now efficiently generate high-quality, personalised presentations, allowing them to focus on nurturing client relationships and closing deals.
- Enhanced Visual Precision: The Conga PowerPoint templates, designed by NeosAlpha, ensured that each presentation adhered to precise dimensions and alignment. The visually captivating slides conveyed a professional and polished image of Iconic Offices to the potential client.
- Enhanced Business Growth: The streamlined and automated sales presentation process empowered the sales team to present the company’s offerings more effectively. This led to an increase in conversion rates, ultimately driving business growth for Iconic Offices.
- Adaptability for Future Needs: NeosAlpha Technologies’ solution provided a flexible presentation framework. The Conga Composer templates could be easily modified and adapted for future sales pitches, accommodating changes in the company’s offerings or presentation requirements.
- Increased Client Engagement: The dynamic and visually captivating presentations captured the attention of potential clients, resulting in higher engagement during sales meetings. The personalised approach showcased Iconic Offices’ commitment to meeting client requirements.
