Challenge
SFU didn’t have a method for collecting lead information from prospective students directly in Salesforce, outside of a few laborious spreadsheet imports, which were very time consuming. They also didn’t have an easy way to collect required information or documents to help answer cases. Any software they use must meet FOIPPA compliance. Due to the ever-changing needs of their recruitment office, the ability to have functional users outside of their IT department create and adjust forms was a business need.
Solution
SFU was able to create a digitized prospective student collection method, as well as organize the case questions forms with required information (and collect attachments), and more, with the Formstack for Salesforce solution. Since Formstack is FOIPPA compliant, it met SFU’s compliance standards. With Formstack’s prefill capabilities, any future surveys or forms sent out to the students are prefilled with the student’s information, which allowed them to not have to ask the same question multiple times, and enabled SFU to build better relationships and engagement with students.
FormsEnhance data collection to data workflows with our enterprise-grade, yet easy-to-use no-code online form builder.
DocumentsAutomate revenue-generating documents and transform data into professional, dynamic documents to impress your end customers.
SignCollect digital signatures easily and securely with the eSignature solution that is easy for you and your end customers.
Formstack StreamlineMarket-first process automation platform for building error‒free, data‒rich workflows with automatic prefill that reduce costs and risks, and improve efficiency.
SuiteFormstack’s all-in-one solution for online forms, document generation, eSignatures, and automated workflows.
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Forms for SalesforceSecurely collect and manage data all within your Salesforce org with our market-first native forms solution.
Documents for SalesforceRobust document generation for all your business needs and integrated with Salesforce - from proposals to contracts and invoices.
