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3 Industries That Could Benefit from Salesforce Automation

Ashley Alexander
May 6, 2021
Min Read

In the last year, many businesses have realized they can no longer function on the systems, processes, and tools they’ve always relied on. Staying agile and adapting to new situations is more important than ever, but it’s difficult to be agile when you’re bogged down in complex software and workflows. If you’re working with systems like Salesforce, simplification is king. And there’s no better way to simplify than with Salesforce automation solutions like Formstack.

Formstack for Salesforce is an all-in-one forms, documents, and digital signature solution. Through dynamically pre-filled forms, automated document generation, and streamlined digital signature capture, teams can create seamless workflows in Salesforce without having to spend hours dealing with code or manual mapping. Curious about how it works? Here’s a look at how Formstack can help simplify and automate Salesforce workflows across three industries.

Eliminating Paper from Healthcare

Even though healthcare organizations have started switching to electronic forms to simplify processes like patient registration, paperwork is still prevalent. Patients often get stuck completing additional forms during their visit, even if they completed forms digitally before an appointment. This is usually because of data silos. Due to disparate systems, providers often need to manually collect and input data into the different systems they use. 

Formstack for Salesforce avoids this problem by providing HIPAA compliant tools that are 100% native to Salesforce. This means you can create forms, generate documents, and collect signatures without leaving the Salesforce platform. Data is collected, stored, and managed within one location, making it easy for providers to maintain a 360-degree view of patients and keep workflows running smoothly across departments. And the best part? Your forms can be connected to any standard or custom object, making it easy to create new records or update existing ones.

Penrod customer story

Improving Engagement in Education

In addition to paper-based workflows, people who work in higher education must deal with the challenge of student engagement. Recruitment is one area that has become increasingly more difficult due to how much has changed across the higher ed landscape in the past decade. To collect the information they need and ensure processes run smoothly, higher ed professionals need to create seamless digital experiences that meet student expectations.

Formstack for Salesforce can help with this through tools that make the data collection process fast and easy for end-users. For example, with Dynamic Prefill, you can create a better, more personalized user experience for students by pre-filling forms with their data. After a student has filled out a form once, their information can be populated into other forms, saving time and increasing the likelihood that those forms will be completed when they’re due. Combined with an experience that’s mobile-friendly, you’ll be able to quickly collect information from students anywhere and ensure records stay updated and accurate.

When Simon Fraser University (SFU) was looking for a digital solution that would meet their complex data workflows, Formstack for Salesforce enabled them to streamline the student experience while capturing the data they needed right within Salesforce. Learn more.

Automating Manual Work in Financial Services

For Salesforce automation solutions to be truly successful, they need to have tools that complement data collection and user experience processes. Formstack’s document automation and digital signature tools can be used for any industry but are especially suitable for the issues faced by those who work in financial services.

Finance professionals are often bogged down with the need to create many different types of contracts and other documents that must meet compliance standards. But generating these documents and getting them signed can be immensely time-consuming, especially if you’re still using paper in your Salesforce workflows or rely on manual data entry.

Formstack can simplify document creation by eliminating manual work from the process. With Documents for Salesforce, you can use the data you collect from financial forms to auto-generate custom contracts or other documents and deliver them to clients with the click of a button. Rules can be built directly into your document templates that control what types of documents are created based on the data you collect. After documents are generated, you can collect signatures by sending them to Formstack Sign. Documents can be delivered via email or text, and clients can view and sign them on any device.

Learn how Tri Counties Bank used Formstack for Salesforce to create an online PPP loan application in just one week that helped them deliver $436.7 million in loans to businesses within the communities they serve.

Finding Success with Salesforce Automation

No matter what industry you work in, simplifying your Salesforce workflows through automation can save you immense amounts of time and transform your business. With the right tools in place, your team can streamline critical processes, eliminate busy work, and open up more room to focus on customers and bigger projects—all without needing special skills or coding knowledge.

But we’ve only scratched the surface on how Salesforce automation solutions like Formstack can help you stay more agile and simplify workflows. Head over to our Salesforce page to learn more and start a free trial.


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Ashley Alexander
Ashley is the Senior Copywriter at Formstack. She spends most of her time writing, reviewing, and editing copy for web pages, emails, sales docs, and other promotional content. Before joining the Formstack team, she studied Professional Writing, Creative Writing, and Anthropology at Purdue University. She currently lives in Indianapolis, Indiana.
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