4x faster

First Response Time


Custom integrations Eliminated


Projected Year 1 Cost Savings

Conga gets GTM tech stack to operate as one efficient system

In May 2020, Apttus, the leader in quote-to-cash solutions, and Conga, the leader in digital document transformation, announced they were joining forces to create a complete digital transformation solution for commercial operations.  To accelerate key go-to-market initiatives identified as part of the merger, the operations teams in sales and marketing were tasked with unifying siloed data, processes and technology in order to establish a complete view of “The New Conga” within 12 months.  With Syncari, Conga’s ops pros were empowered to deliver this new view on a no-code platform that could be governed by IT, but didn’t require time-constrained IT resources.


  • Conga and Apttus have disparate technology stacks and
    disjointed data
  • Leads from Conga marketing stack flowing into Apttus CRM
    getting dropped
  • Lack of Lead to Account and Opportunity conversion limiting
    sales effectiveness
  • Loss of campaign and activity data in CRM makes full-funnel
    reporting impossible


  • Identify a solution that has IT’s approval but doesn’t require IT resources
  • Evaluated Syncari and various point solutions for Lead to Account Matching, data integrity, and workflow automation
  • Explored custom integrations with various data providers (e.g. ZoomInfo, DiscoverOrg, InsideView, D&B)
  • Selected Syncari based on ease-of-use, completeness, and extremely fast time to ROI.


Unify, clean, and manage cross-system data in Syncari

  • Centralize multi-vendor enrichment to improve data quality, segmentation, and targeting across Marketo and Salesforce in near-real-time.
  • Append missing lead activity data to opportunity records to address gaps in full-funnel reporting

Automate interconnected workflows and reporting

  • Match leads with accounts based on custom business logic
  • Route leads to appropriate rep to accelerate response times
  • Leverage complete data from Syncari in Snowflake and Power BI to distribute trusted cross-functional data and insights

Next steps

  • Unify more of the Conga tech stack (e.g. ERP, product database) and enforce data consistency with Syncari
  • Merge redundant CRMs and deduplicate accounts and contacts while maintaining data integrity
  • Unify, clean, and manage cross-system data in Syncari

Syncari is helping us simplify and democratize data management as we scale. It allows my team to automate workflows and build new processes at the pace we require and puts us back in control of our operations roadmap.

See Syncari in action

See firsthand how Syncari unifies your GTM tech stack like never before.