Formstack Forms

Formstack for Salesforce helped Simon Fraser University collect student lead data directly in Salesforce. The university needed a digital way to gather information and documents from prospective students while meeting FOIPPA compliance. Formstack enabled staff outside IT to create and adjust forms ...easily. The solution improved student engagement, boosted data security, and eliminated manual data entry. SFU also saved money by consolidating software in their tech stack.

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Formstack for Salesforce helped Pacers Sports & Entertainment automate ticket data collection. Before, account reps spent hours on manual data pulls and entry. Now, ticket data goes straight into Salesforce from branded forms. Each rep saves five hours per week per event. Reps access customer data ...faster and give better service. Manual data entry is gone, and Salesforce updates happen automatically.

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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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