From Hours to Minutes: How CMC Transformed Client Reporting
CMC was using Salesforce, but their reporting process was still slow, manual, and frustrating. Agents had to switch between platforms, copy data by hand, and spend hours creating reports that should’ve taken minutes. That’s where Prolifics stepped in. Instead of rebuilding their systems, we helped CMC get more from what they already had — integrating Conga into Salesforce to automate report creation, pull in live data, and simplify workflows end to end. The result? Reports now go out in minutes, not hours. Manual errors are gone. Agents are free to focus on strategic work, and the company can serve more clients with fewer resources.
Challenges We Turned into Wins
- Turned time-consuming reports into one-click tasks
- Eliminated manual data entry and duplicated work
- Replaced “swivel chair” switching with one seamless system
- Delivered consistent, accurate, and client-branded reports
- Built scalable workflows ready for future growth
Behind the Transformation
- Integrated Conga directly into Salesforce — no rip-and-replace
- Designed smart, flexible templates with built-in branding and logic
- Enabled real-time data pulls from standard and custom objects
- Created a full, end-to-end report workflow inside Salesforce
- Trained teams and launched in just 30 days — with immediate results
Ready to Make Salesforce Work Smarter for You?
Let’s simplify your reporting, save your team hours, and scale with confidence.
📩 Contact us or email nfo@prolifics.com — we’re here to help.
