Success Story

Industry

Nonprofit

How NRCAC Saves Time with Salesforce and Spreadsheet Integration

60%

Manual processes moved to online forms

100+

Technical training annually

2 Hours

Of data entry saved per training program

Overview

The Northeast Regional Children’s Advocacy Center (NRCAC) provides support for training and advocacy centers in the United States. With their small staff supporting multiple state chapters, they needed a solution that could scale and quickly push and pull data from their Salesforce in a trackable automated way.

Siloed processes with limited tracking

Challenge

NRCAC struggled to manage its programs and evaluations efficiently. Relying on paper forms and spreadsheets was a bottleneck, especially with a small team. Manual data entry for every event was time-consuming and error-prone. Tracking form responses through email only added to the chaos.

“We were doing things online with emails, and that’s really hard to keep track of. FormAssembly helps keep everything close together and allows us to pull spreadsheets, through Salesforce, to evaluate data.”

Katelyn Waltimyer

Position, Department

Automation with spreadsheets and Salesforce

Solution

FormAssembly is a game-changer for NRCAC, eliminating 2 hours of data entry time per training program. By centralizing information and integrating seamlessly with their applications, FormAssembly has allowed them to access real-time reporting. With over 100 trainings annually, the time and cost savings are substantial.

Beyond efficiency, FormAssembly empowers NRCAC to effectively track reimbursements, capturing essential financial data in one centralized platform.

NRCAC’s favorite features

Salesforce integration

The ability to pull reports through Salesforce is a huge benefit, allowing the team to avoid extensive spreadsheets and consolidate data into a single place.

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User-friendly forms

Although Waltimyer was relatively new to her position at the advocacy center, she was able to quickly learn the how to build forms and improve NRCAC’s processes.

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Archiving forms

FormAssembly provides a place for the old forms to exist without deletion or losing templates that may be useful.

“I enjoy the ability to copy a form and tweak pieces of it.”

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Move on from manual processes

Talk to a FormAssembly expert today