Sales Teams: Are You Making the Most of Formstack’s Sales Automation Tools?

Written by Heather Mueller on November 25, 2019

Posted in Workflow Automation

Are you looking for ways to make your sales processes more efficient and effective? If your team uses Formstack, you’re already well on your way to closing more deals.

That’s because our advanced online form builder comes packed with automation tools designed especially to help sales teams hit goals faster. You can gather critical customer information, automate important communications, speed up workflows, and more.

All you need to get started is a little guidance on how to put our most essential sales automation tools to work. To help, we’ve pulled together a quick list of our top recommendations.

Collect Customer Data

Stronger sales growth starts with marketing campaigns designed to capture and qualify as many leads as possible. For this step, Formstack’s form builder comes in handy. Whether you customize a pre-built template or build your own online form, your prospects will be given a way to provide information quickly and easily—on laptops as well as smartphones and tablets.

That’s not even the best part.

With more than 40 pre-built integrations with other popular web apps, it’s easy to sync new customer data directly with your CRM. Once set up, you can have new contacts automatically routed to the right sales team members, use the information pulled from online forms to automatically create sales proposals, and generate polished outreach emails that get sent instantly.

As a first step, we recommend getting to know the automation tools and features that make it easy to extract important insights on your prospects and customers. Then, as you get comfortable with your processes, start leveraging advanced analytics features to capture even more conversions and prevent users from abandoning forms.

Watch Now: How to Tame Data Chaos & Better Align Your Marketing and Sales Teams

Streamline Sales Workflows

Research shows that poorly managed leads and lost productivity cost companies a collective $1 trillion or more every year—and that top-performing companies are twice as likely to have automated their sales processes.

Which is why sales automation workflows are so important. Taking time to put important processes on autopilot will free you from manual data entry and other time-consuming tasks that don’t directly impact your ability to close deals.

We suggest becoming comfortable with Formstack’s advanced approvals and automated workflow features. These tools can empower your team to respond to leads within seconds and notify the right sales team member as soon as a new customer request comes in.

Stay Connected with Customers

Did you know that it’s 25 times more expensive to acquire new customers than it is to retain existing ones? That means it’s not just leads and prospects who need to hear from you. Your current customers will also want to interact with your team for assistance and information.

Formstack is designed to help with these post-conversion communications, too. And not just by building basic email nurture campaigns or setting up reminders and alerts. You can get as granular as you like when customizing the experience for your customers.

For example: The information you collect with Formstack forms can be used to personalize presentations, deliver sales quotes and other important documents, pre-populate forms, and even gather signatures.

While these are far from the only automation tools available to sales teams, they’re some of the most critical. You can make big improvements to your sales processes simply by collecting the right data, streamlining workflows, and using automation to stay connected to customers.


Ready to get started with these and other sales automation tools? See what you can achieve with Formstack’s special features designed especially for sales teams. Learn more here.