How to Improve SaaS Sales Processes with Native Salesforce Forms

Written by Abby Nieten on July 26, 2018

Posted in Salesforce

If you work in sales, you’ve undoubtedly come across Salesforce—one of the most widely used CRM systems on the market. Salesforce is a powerful tool for sales teams as it houses and organizes essential data on potential and existing customers. This is particularly important for those in the SaaS industry, where tracking leads and managing subscriptions can be complex.

One roadblock when using Salesforce to manage your sales cycle is the amount of data that needs to make its way into the CRM. It can be laborious to create new contacts, update existing records, or upload file attachments.

The answer? A robust online form system.

Unfortunately, Salesforce’s online forms are less-than-user-friendly and can be difficult to set up. They are also limited in terms of styling and customization.

Fortunately, Formstack offers a native Salesforce form app that can greatly simplify your SaaS sales processes. Read on to discover some key ways Formstack can enhance the sales experience for both external and internal users.

External Users

Formstack provides an easy-to-use, configurable solution for external, customer-facing forms. Here are a few ways these forms can help your sales team:

Initial Contact

The most basic way to use Formstack’s online forms in sales is for the initial contact with a potential customer. With intuitive styling tools, you can create a branded form that collects lead information and feeds it directly into Salesforce. When an external user submits the form, a new contact or lead record is automatically created.

Profile Updates

Formstack can also help you build out a customer’s profile in Salesforce. If you already have some information in a contact record, for example, you can use a Formstack form to gather additional information that will be pulled back into the same record in Salesforce. Our Dynamic Prefill feature allows you to pre-populate form fields with data you already have so that external users need only update the existing details and submit any additional information on the form. Upon submission, the corresponding Salesforce records are updated with the new information.


Formstack allows you to directly capture information into any standard or custom object in Salesforce. This means your sales team can also use Formstack forms to pull in data from a variety of external interactions with your organization. For example, you can collect and store data submitted via donation forms, event registration forms, course registration forms, and more.


Formstack Community Forms work really well with Salesforce communities. If your organization has a community portal where external users need to log in to securely update their information, Community Forms can make this more seamless. Using a simple form, users can upload documents, make payments, submit signatures, and more. Formstack allows for two-way communication. Customers are not just submitting data that feeds into Salesforce. With Formstack and Salesforce Community Cloud, they can also self-manage their own information.

Internal Users

Formstack can also help streamline sales processes for users within your organization. Here are two important internal processes that are made easier with Formstack:

Data Sharing

Sales teams do not operate independently. Information is often passed from one department to another in support of company sales. When working with Salesforce, this can get quite complex and require vast knowledge of the entire Salesforce platform. However, with Formstack, you can use a simple form to pass data from one department to another within Salesforce. This saves a ton of time and protects your data because you don’t have to train all internal users on how to handle your full Salesforce org or give widespread access to all areas in Salesforce.

Case Management

Another powerful internal use of Formstack is case management. One of the most difficult tasks for sales reps is capturing necessary data while on a call—and then entering all that data into the correct location in Salesforce. This can be overwhelming and time-consuming to say the least. But with Formstack, you can create a call script form that uses certain fields from Salesforce, as well as Conditional Logic, to simplify case management workflows.

Using a simple one-page form, you can quickly capture details as customers answer your questions. Best of all, you don’t have to worry about where all the information goes in Salesforce; it will correctly populate upon submission (updating multiple different objects at the same time if necessary). Formstack forms are also highly accessible, so reps can visit a standard landing page to fill out the script form, or they can access the form via unique encrypted links on the account or contact level.

Both external and internal users benefit from simplified sales processes, which means you can close more deals faster. If you have a sales process Salesforce helps you track, Formstack’s native Salesforce app could be a powerful tool for your team. To learn more, click below to explore the key features of our online Salesforce forms.