This post is part 5 in a series of articles pointing out what’s cool about some of my favorite Salesforce apps for nonprofits. Previously, I highlighted favorite features in Nonprofit Starter Pack, Click & Pledge, Causeview and Soapbox Engage now I’m going to talk about my favorite parts of Appextremes Conga Composer.
Before I started working for Convio, I thought I was comfortable with Conga Composer. It’s what I used at Fight Colorectal Cancer to generate our acknowledgement letters out of Common Ground. When you say “mail merge” and “Salesforce” in the same sentence, the next sentence is simply: Conga Composer. But it’s good for so much more than acknowledgment letters.
Common Ground has mail merge functionality built in. And it’s decent. IF you are using Word 2003 or 2007. And Windows XP. And a 32 bit Windows-based OS. And if your browser is Internet Explorer. If one or more of those requirements aren’t true, then the Common Ground mail merge sucked and believe me, those of us who worked on the Common Ground team knew it. It was a great concept built on Salesforce technology that was never upgraded with the times. In fact, 10 days before we found out Common Ground was getting the ax we had a long brainstorming session with the developers about what would be the next version of Common Ground mail merge. I’m sure it would have been amazing.
Before I dive into technology, I have to say something about Appextreme’s support team. Phone or email, it’s incredible. Have to experience it to believe.
Anyway, I know a lot of nonprofits are already familiar with how to do a basic acknowledgement letter using Conga Mass Merge, and it’s awesome for that. But did you know that you can use Conga to generate a fully formatted Word file of your monthly donors, let’s say for your newsletter or annual report?