Promontory Builds Salesforce Integrated Forms with FormAssembly

30+

active forms in use.

>10 minutes

of time to build a form

People in front of a laptop discussing about financial charts.

Overview

At Promontory Interfinancial Network, the Enterprise Development team maintains and enhances the software that employees use including Salesforce. The Development team found FormAssembly as a potential solution to previous pain points. They were intrigued by the ability to embed forms on a key web page and to send real-time data from their customer surveys to Salesforce. FormAssembly fit their needs and provided an affordable, flexible solution.

Caps on form responses

Challenge

FormAssembly’s powerful integrations with Pardot and Salesforce Marketing Cloud alleviate the extra hassle and provide unlimited options for new projects. The ability to clone and archive forms also saves time during the creation and implementation processes. When it comes to initiatives like customer surveys, the ability to collect an unlimited number of responses is incredibly useful. Since there are no caps on the amount of data that can be collected, team members can use website survey forms to continually drive new information and collect infinite responses.

“If anyone asks, there’s a form for that. It’s so easy and simple. In the past, I’d try to limit how many forms I used because it was a chore to update them.”

Ben Thompson

Senior Management of Enterprise Development Team

Unlimited forms and responses

Solution

FormAssembly’s ease of use is beyond what most applications offer. Forms can be created in less than 10 minutes, and embedding them on the company website is quick and easy.

For example, the team at Promontory can have five different forms on the main website that reference the same FormAssembly form on the backend. These forms appear to behave in different ways because of hidden fields. From a strategic perspective, Thompson reports that staff can streamline the process of having separate forms submitted to the same ending location.

These post-submission actions can occur in an unlimited number of form scenarios, including customer surveys. Once the initial setup is established the team can collect a limitless number of unique responses.

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