How Iconic Offices Transformed
Client Engagement with Conga Composer and NeosAlpha
Client Overview
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 customized offices for global headquarters, Iconic delivers flexible office solutions for all sizes of companies. They consciously create spaces to minimize energy consumption and emissions to create a suitable working environment.
Business Objective
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.
Industry
Real Estate
Platform
Salesforce
Service
Integration
Challenges
Complex Data Integration
Extracting data from diverse Salesforce objects and merging them seamlessly into presentations presented challenges.
Alignment Customization
Including high-quality images of buildings and suites in presentations required an automated image retrieval mechanism.
Repetitive Slide Generation
Accurately repeating slides for each suite within a building while maintaining a coherent flow was a significant challenge.
Precise Image Dimension
Demanded a highly customized approach to achieve precise dimensions and alignment for static and dynamic images with PDFs as URLs.
Data Overlapping Prevention
Challenge in preventing data from overlapping or overflowing within designated areas without manual intervention.
Solutions
Tailored Conga Composer Implementation
We designed a custom Conga PowerPoint template that merged Salesforce data and images seamlessly, ensuring professional, dynamic presentations tailored to Iconic Offices’ needs.
Advanced Data Access with SOQL Queries
Custom SOQL queries were developed to fetch Salesforce data not accessible via standard Conga, enabling complete and accurate presentation content.
Custom Actions & Functionality
Introduced a “Custom Action Button” with a unique URL and created template/query records to simplify user access and streamline workflows.
Dynamic Image & Document Handling
Built a sophisticated mechanism to manage both static and dynamic images without overlaps and embedded PDF documents as URLs for easy reference.
Custom Action Button with Unique URL
A Custom Action Button with a unique URL was introduced, enhancing user interaction by providing seamless access to additional resources within the presentations.
PDF Embedding as URLs
PDF documents were embedded as URLs within the PowerPoint slides, allowing easy access to detailed information without disrupting the presentation flow.
Results
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.
Technology Stack
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