Overview: Conga Collaborate and Octiv as Sales Performance Management Category solutions.

Conga Collaborate and Octiv are key players in the sales performance management space, each offering unique strengths. Conga Collaborate is excellent for document and contract management with a robust focus on large enterprises in the software and real estate sectors. Octiv excels in proposal and quote management, catering effectively to larger enterprise needs, particularly in the IT and service industries. Both provide strong vendor support, yet Octiv offers more diverse customer support options. Choosing the right tool depends on specific needs, such as industry focus and preferred support channels.

Conga Collaborate: Conga-collaborate offers document management software to streamline commercial operations. Automation, templated creation, and sharing are provided.

Octiv: Octiv is used to boost gym growth and retention with its leading management software. Fitness businesses are turbocharged to grow their community and brand.

Conga Collaborate and Octiv: Best Use cases based on the customer satisfaction data

Key Capabilities Supported

Conga Collaborate focuses on sales document management, contract management, and workflow management, catering to those prioritizing collaboration or proposal generation. read more →

Octiv provides sales document management and excels in proposal and quote management. It supports contract and content management for streamlined operations. read more →

Business Goals

Conga Collaborate aims to increase sales and revenue, supporting digital and social presence improvement for established enterprises. read more →

Octiv is focused on increasing sales and customer acquisition, targeting businesses wanting to enhance relationships and scale best practices. read more →

Core Features

Conga Collaborate emphasizes integration with custom reports and analytics, providing ease of migration and data privacy features for enterprise users. read more →

Octiv is rich in analytics, with significant integration capabilities. It supports extensive custom reporting and data handling for complex operations. read more →

Vendor Support

Conga Collaborate offers round-the-clock support with an emphasis on chat assistance, catering to enterprise clients needing continuous support. read more →

Octiv provides comprehensive 24/7 support with multiple channels including phone and email, suiting diverse enterprise requirements. read more →

Segments and Industries

Conga Collaborate is popular among enterprise clients, especially in software, real estate, and marketing sectors. read more →

Octiv serves a broad range of industries, with a strong presence in IT, computer software, and marketing, appealing to large enterprises. read more →

Operational Alignment

Conga Collaborate aligns with enterprises needing integrated workflow solutions and document management in a collaborative environment. read more →

Octiv is suited for large-scale enterprises seeking advanced proposal and contract management capabilities within tech and service industries. read more →

Applying your context and needs changes the comparison

Failure Risk Guidance?

Low Medium High

Compliance Risk

medium

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low

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

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low

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Migration Risk

medium

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medium

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IT and Other Capabilities

Low
Medium
High

Ease of migration

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Data

Data Import

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Data Export

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Support

24/7 Support

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Chat Support

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Email Support

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Phone Support

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Others

Analytics

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Custom Reports

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AI Powered

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Most deployed common Use Cases for Conga Collaborate and Octiv

What solutions does Conga Collaborate and Octiv provide for Sales Document Management?

Conga Collaborate and Octiv both streamline proposal creation and management, but they differ in their features. Conga Collaborate helps track proposal financials and provides insights into buyer behavior. Octiv focuses on visual appeal and provides analytics on proposal viewing activity. Octiv allows users to create documents within their CRM, while Conga Collaborate can be challenging to use due to a finicky editor.

"...It offers a consistent look at our contracts...." Peer review by C-Level Executive in Sales

"...They were able to integrate this into their process easily, and it streamlined our final pitch and contract management process...." Peer review by Tim Hickle

What benefits does Conga Collaborate and Octiv offer for Workflow Management?

Conga Collaborate and Octiv both automate document workflows to streamline processes and improve efficiency. Both tools integrate with CRM, CPQ, and ERP systems to gather data and create efficient workflows. However, Conga Collaborate focuses on building and automating document workflows, while Octiv concentrates on creating efficiencies in managing documents and assets. Octiv also includes features like e-signature and contract management, while Conga Collaborate focuses more on building end-to-end document workflows. A limitation of Octiv is its workflow capabilities are not as robust as users would like.

"...Conga Collaborate integrates data from CRM, CPQ, ERP and other systems to streamline workflows, save time and accelerate sales opportunities...." Peer review