Formstack – A dynamic, no-code solution for faster form-driven processes
With a completely indigenous range of form-generating capabilities, Formstack helps agents level-up on faster up approvals and trust-building while eliminating discontinuities in productivity.
Also, like any great enterprise form solution, Formstack brings together dynamic prefilling, no-code forms, and eSigning in one place to cover all bases – that is, form filling, creation, and signing- to drive down documentation overhead. This makes it an undoubtedly prized enablement for application forms and surveys.
Bottomline
Primarily, enterprises aspire to derive better value from their data collection efforts instead of adding to piling costs. But putting data to good use starts with optimizing collection first.
That means organizing documentation better than you’ve been doing this far. Setting straight chaotic documentation processes further optimizes data collection, and is key to propelling agent productivity.
What Formstack Has Going For It
Greatest Hits
Although Fromstack has come a long way from its beginnings in 2006, now serving over a hundred companies the world over, it’s great to see any form and data product support all the principal functions of form building. Here’s a brief rundown of the greatest hits.
- Innovative form builders
- Dynamic Pre-filling
- E-Signing
- Payment Processing
- Clean, intuitive, no-code forms
- An endless number of templates
- Off-grounds documentation workflows
- Delivers information to those that need it the most: simultaneous connection to several apps and webhooks
- Sending mailouts to condition-specific recipients
- Community forms tied to Salesforce objects with easier agent association for ticket-raises and requests.
- Optimization toolset for customer insights, analytics
Besides this, its service packages come bundled as Salesforce Apps, Enterprise Plans, Healthcare Plans, and Custom Add-ons
Compliance, Security, and Reliability
Now, as data compliance measures go, form data supports encryption, and the form generator helps agents stay within a host of compliance regulations through Formstack’s Native Cloud automation.
Even more, data collection workflow and automation could be set up to help you avoid typing out Account data into forms manually. Such workflows could also communicate with Salesforce’s suite of enterprise cloud offerings.
That means you can formulate compliant, mobile-friendly forms with an assortment of helpful integrations to CRMs like Salesforce, Marketing tools, and payment gateways.
And, as is so important for breach preparedness, your use is backed by award-winning human support staff and knowledge teams.
A typical use-case for no-code apps
Formstack has no-code apps for info-capture and routing, things, when used in conjunction, are less expensive than asking an admin to do the same task.
Increasingly, response features used to automate tasks let you respond to user choices with conditions that direct them to links, tutorials, etc.
This also cuts down on some workweek’s worth in agent hours spent on follow-ups once associated with form filling. A significantly less expensive alternative to telephonic back and forth walking each customer through each form field individually.
In theory, you could even use Formstack’s form responses to sew together steps in follow-up processes over multiple forms. You could augment processes with links to videos and end up saving an Org several hundred hours.
Then again, no-code forms are also especially invaluable to service or sales representatives just starting out. As is the ‘Sessions’ feature that lets you merge data from other sources.
Payment and Billing
At the time of writing this, Formstack supports payment gateway integrations from Authorize.net, Bambora, Chargify, FirstData, Paypal, Propay, Wepay, and Stripe.
To paint a picture, you could( say), manage things like event registrations, alumni donations for K12 and university, and inventory orders, all through highly versatile, no-code Form building.
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