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Drawloop was founded in 2001 by Todd Mezrah and Jim Roberson and has experienced steady revenue and customer growth since its inception. Initially, the company serviced the financial services industry where strict compliance regulations made document management complex. As Drawloop matured and worked with a number of customers, a common pain point regardless of industry became apparent – too many companies were manually creating, editing and managing documents outside of their CRM solution. Today, Drawloop’s document automation services have evolved to eliminate these manual processes and provide a fully configurable solution that operates entirely within a company’s CRM environment. Drawloop’s solutions are ideal for enterprises and organizations with complex sales cycles that are looking to make their organization more efficient and improve productivity.
Conga developed its suite of enterprise-grade Intelligent Document Automation solutions to help businesses optimize their CRM investments. The Conga Suite, which includes Conga Composer, Conga Contracts, Conga ActionGrid, and Conga Sign, simplifies and automates data, documents, contracts, signing, and reporting. As a Salesforce Platinum ISV Partner, Conga is committed to providing its customers with enterprise-grade infrastructure, security, and solutions. In fact, more than 650,000 users in 85 countries across all industries rely on Conga applications to fully utilize their Salesforce data, including Hilton Worldwide, Schumacher Group, and CBRE.
M-Files delivers Context-First Document Management with an AI-native, metadata-driven architecture that eliminates information chaos and improves productivity across the document lifecycle. By linking documents to the people, processes, clients, and projects that give them meaning, M-Files creates a unified, connected environment that accelerates decision-making, strengthens governance, and streamlines industry-specific workflows through advanced workflow automation and AI. M-Files is also the only document management system that is native to Microsoft 365. This unified solution extends Microsoft collaboration, Copilot, and Purview capabilities to curated M-Files content, enabling stronger security, more consistent compliance, and more accurate AI outcomes grounded in trusted, contextualized information. Organizations gain a seamless, future-ready environment that maximizes ROI on their Microsoft investments while supporting smarter and more efficient work across the business. Schedule a Demo: https://bit.ly/3O1SCm0 Free Trial: https://bit.ly/4ehlAsV
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