December 28, 2020

Salesforce Formstack Integration with Powerful Workflow automations Setup

Salesforce Formstack Integration with Powerful Workflow automations Setup

Highlights

  • Significant reduction in payment complaints
  • Increased website session rate
  • Elimination of manual errors and redundancy
  • Streamlined online audience engagement
  • Efficient data capture and organization in Salesforce

Highlights

  • Significant reduction in payment complaints
  • Increased website session rate
  • Elimination of manual errors and redundancy
  • Streamlined online audience engagement
  • Efficient data capture and organization in Salesforce

Overview

Know how HIC Global Solutions’ Salesforce Formstack integration with powerful workflow automations enhanced NSCS’s operational efficiency and member engagement.

What You Need To Know

NSCS needed to streamline thousands of student applications and interactions while maintaining personalization and FERPA compliance. The challenge was to balance high-volume data processing with the individualized attention expected of an honors society.

Why It Matters

Efficient operations directly impact NSCS’s ability to attract top students and allocate resources to scholarships and programs. This solution not only enhances NSCS’s mission but also appeals to digitally-savvy students, strengthening its position in the competitive honors society landscape.

What HIC Did

HIC Global Solutions implemented a comprehensive Salesforce Formstack integration with custom workflow automations, streamlining NSCS’s data capture, organization, and member engagement processes.

Overview

Know how HIC Global Solutions’ Salesforce Formstack integration with powerful workflow automations enhanced NSCS’s operational efficiency and member engagement.

What You Need To Know

NSCS needed to streamline thousands of student applications and interactions while maintaining personalization and FERPA compliance. The challenge was to balance high-volume data processing with the individualized attention expected of an honors society.

Why It Matters

Efficient operations directly impact NSCS’s ability to attract top students and allocate resources to scholarships and programs. This solution not only enhances NSCS’s mission but also appeals to digitally-savvy students, strengthening its position in the competitive honors society landscape.

What HIC Did

HIC Global Solutions implemented a comprehensive Salesforce Formstack integration with custom workflow automations, streamlining NSCS’s data capture, organization, and member engagement processes.

Key Results

80%

Reduced Payments Complaints

36%

Website session rate increased

100%

Redundancy and manual error removed

Key Results

80%

Reduced Payments Complaints

36%

Website session rate increased

100%

Redundancy and manual error removed

About NSCS

The National Society of Collegiate Scholars (NSCS) is a prestigious honors organization that recognizes and elevates high-achieving freshmen and sophomores.

Driven by the pillars of scholarship, leadership, and service, NSCS is proud to provide nearly a million dollars in scholarships, awards, and chapter funds annually, as well as career and graduate school connections.

With more than 320 chapters nationwide, NSCS is a registered nonprofit, a certified member of the Association of College Honor Societies, 100 percent FERPA compliant, and a member of AACRAO.

About NSCS

The National Society of Collegiate Scholars (NSCS) is a prestigious honors organization that recognizes and elevates high-achieving freshmen and sophomores.

Driven by the pillars of scholarship, leadership, and service, NSCS is proud to provide nearly a million dollars in scholarships, awards, and chapter funds annually, as well as career and graduate school connections.

With more than 320 chapters nationwide, NSCS is a registered nonprofit, a certified member of the Association of College Honor Societies, 100 percent FERPA compliant, and a member of AACRAO.

Challenges Faced

With a lot of admissions taking place, the National Society of Collegiate Scholars (NSCS) faced numerous challenges to streamline its online audience.

Manual data entry from various forms led to errors and inefficiencies in member management.

The lack of integration between the website and Salesforce CRM created data silos and hindered effective communication.

Managing different types of submissions (e.g., volunteer forms, and ATD forms) required a more streamlined approach.

The existing system lacked proper mobile support, limiting engagement opportunities.

Challenges Faced

With a lot of admissions taking place, the National Society of Collegiate Scholars (NSCS) faced numerous challenges to streamline its online audience.

Manual data entry from various forms led to errors and inefficiencies in member management.

The lack of integration between the website and Salesforce CRM created data silos and hindered effective communication.

Managing different types of submissions (e.g., volunteer forms, and ATD forms) required a more streamlined approach.

The existing system lacked proper mobile support, limiting engagement opportunities.

Challenges Faced

With a lot of admissions taking place, the National Society of Collegiate Scholars (NSCS) faced numerous challenges to streamline its online audience.

They were facing issues with
  • Incorrect Data Capture
  • Manual data entry from various forms led to errors and inefficiencies in member management.

  • Disjointed Systems
  • The lack of integration between the website and Salesforce CRM created data silos and hindered effective communication.

  • Complex Workflow Management
  • Managing different types of submissions (e.g., volunteer forms, and ATD forms) required a more streamlined approach.

  • Mobile Accessibility Issues
  • The existing system lacked proper mobile support, limiting engagement opportunities.

Solutions Offered

Understanding NSCS’s need for an integrated solution, HIC Global Solutions proposed a comprehensive Salesforce Formstack integration with custom workflow automations:

Implemented Formstack for Salesforce, connecting website inquiry forms directly to the Salesforce database.

Developed a Process Builder to create Contact records in Salesforce based on specific form submission conditions.

Created a system to map form submissions to appropriate Salesforce objects (e.g., Volunteer Hour, ATD) based on form type.

Designed a mobile-responsive Visualforce page to support seamless interactions across devices.

Integrated a payment system within the Visualforce page, automatically creating contact records upon successful transactions.

Solutions Offered

Understanding NSCS’s need for an integrated solution, HIC Global Solutions proposed a comprehensive Salesforce Formstack integration with custom workflow automations:

Implemented Formstack for Salesforce, connecting website inquiry forms directly to the Salesforce database.

Developed a Process Builder to create Contact records in Salesforce based on specific form submission conditions.

Created a system to map form submissions to appropriate Salesforce objects (e.g., Volunteer Hour, ATD) based on form type.

Designed a mobile-responsive Visualforce page to support seamless interactions across devices.

Integrated a payment system within the Visualforce page, automatically creating contact records upon successful transactions.

Solutions Offered

Understanding NSCS’s need for an integrated solution, HIC Global Solutions proposed a comprehensive Salesforce Formstack integration with custom workflow automations:

The solutions which we offered to them
  • Salesforce Formstack Integration
  • Implemented Formstack for Salesforce, connecting website inquiry forms directly to the Salesforce database.

  • Custom Process Builder
  • Developed a Process Builder to create Contact records in Salesforce based on specific form submission conditions.

  • Object-Specific Data Mapping
  • Created a system to map form submissions to appropriate Salesforce objects (e.g., Volunteer Hour, ATD) based on form type.

  • Mobile-Friendly Visualforce Page
  • Designed a mobile-responsive Visualforce page to support seamless interactions across devices.

  • Payment Integration
  • Integrated a payment system within the Visualforce page, automatically creating contact records upon successful transactions.

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