Formstack for Salesforce Reviews

11 buyers and buying teams have used Cuspera to assess how well Formstack for Salesforce solved their business needs. Cuspera uses 0 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific business needs.

Case Studies

COMPANY CASE STUDIES
Formstack for Salesforce case study
CASE STUDY Tri Counties Bank

Forms for Salesforce helped Tri Counties Bank launch an online PPP loan application in just one week. The bank needed a no-code solution that integrated with Salesforce Financial Services Cloud. They used Forms for Salesforce to collect data and Documents for Salesforce to generate official documen...ts. The automated process originated and funded 2,908 loans totaling $436.7 million. This saved countless hours, eliminated manual data entry, and preserved over 25,000 jobs.

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Formstack for Salesforce case study
CASE STUDY YMCA of Delaware

Formstack helped YMCA of Delaware automate contract workflows. They used Formstack Forms and Salesforce integration to manage member requests and store data. The YMCA adopted Formstack across all 10 locations, collecting over 300,000 submissions. They added advanced security for HIPAA compliance an...d used Documents and Sign for contracts and childcare releases. This saved them $50,000 and hundreds of staff hours.

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Formstack for Salesforce case study
CASE STUDY Formstack HR

Formstack suite helps Formstack HR automate work and boost productivity. Caitlin uses Formstack Copilot, Forms, and Docs to cut time spent on performance reviews with less admin work. Antonio uses Forms to build employee engagement surveys with conditional logic and easy data transfer. The team gat...hers feedback with less oversight, streamlines reviews, and launches low-cost surveys. Visually engaging, secure forms save time and energy for everyone.

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IT and Other Capabilities

for Formstack for Salesforce

  • Low
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  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
CAPABILITIES (DATA) RATINGS AND REVIEWS
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
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CAPABILITIES (OTHER) RATINGS AND REVIEWS
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Software Failure Risk Guidance

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for Formstack for Salesforce

Top Failure Risks for Formstack for Salesforce

Vendor Profile Details

Company Name

Formstack LLC

Company Website

https://www.formstack.com/

Year Founded

2006

HQ Location

11671 Lantern Road, Suite 300 Fishers, IN 46038

Employees

101-250

Social

Financials

PRIVATE