Customer Story

Simplifying Information Requests and Boosting Leads

Customer Story

Simplifying Information Requests and Boosting Leads

Customer Story

Simplifying Information Requests and Boosting Leads

Customer Story

Simplifying Information Requests and Boosting Leads

Customer Story

Simplifying Information Requests and Boosting Leads

Customer Story

Simplifying Information Requests and Boosting Leads

For higher education organizations, delivering quick and excellent service is key to converting leads into students. When CNM Ingenuity needed to revamp their lead generation system, they used Formstack to create a succesful process for information requests.
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CNM Ingenuity, Inc. is a nonprofit created by Central New Mexico Community College. The organization supports a new approach to education that provides accelerated educational opportunities in key workforce areas and innovative training and development to foster economic growth.
Nonprofit, Higher Education
2014
Lead Generation - Request for Information
Formstack for Salesforce
Native Builder
Customer Story

Simplifying Information Requests and Boosting Leads

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Customer Story

Simplifying Information Requests and Boosting Leads

MIN
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About the Episode
Episode Highlights
Meet our Guest

Challenge

When potential students came to the CNM Ingenuity website, they were unable to contact the correct person to fit their specific needs. Responses to information request forms were slow, and it often took many back-and-forth emails for the potential student to be placed in contact with the correct employee. After this first interaction, tracking the potential student’s future interactions was nearly impossible.

Solution

Because CNM Ingenuity uses Salesforce as their CRM, they chose Forms for Salesforce to revamp all their lead generation forms. Thanks to its native integration with Salesforce, any information captured on their lead generation forms now feeds directly into Salesforce. Students can quickly submit their information, and the form automatically alerts the correct employee to respond to the inquiry.

Results

Customer Story

Simplifying Information Requests and Boosting Leads

Customer Story

Simplifying Information Requests and Boosting Leads

Panelists
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Introduction

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Challenge

When potential students came to the CNM Ingenuity website, they were unable to contact the correct person to fit their specific needs. Responses to information request forms were slow, and it often took many back-and-forth emails for the potential student to be placed in contact with the correct employee. After this first interaction, tracking the potential student’s future interactions was nearly impossible.

Solution

Because CNM Ingenuity uses Salesforce as their CRM, they chose Forms for Salesforce to revamp all their lead generation forms. Thanks to its native integration with Salesforce, any information captured on their lead generation forms now feeds directly into Salesforce. Students can quickly submit their information, and the form automatically alerts the correct employee to respond to the inquiry.

Results

Panelists
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Infographic

Simplifying Information Requests and Boosting Leads

When CNM Ingenuity needed to revamp their lead generation system, they used Formstack to create a successful process for information requests.
Download InfographicDownload Infographic

Challenge

When potential students came to the CNM Ingenuity website, they were unable to contact the correct person to fit their specific needs. Responses to information request forms were slow, and it often took many back-and-forth emails for the potential student to be placed in contact with the correct employee. After this first interaction, tracking the potential student’s future interactions was nearly impossible.

Solution

Because CNM Ingenuity uses Salesforce as their CRM, they chose Forms for Salesforce to revamp all their lead generation forms. Thanks to its native integration with Salesforce, any information captured on their lead generation forms now feeds directly into Salesforce. Students can quickly submit their information, and the form automatically alerts the correct employee to respond to the inquiry.

Results

Challenge

When potential students came to the CNM Ingenuity website, they were unable to contact the correct person to fit their specific needs. Responses to information request forms were slow, and it often took many back-and-forth emails for the potential student to be placed in contact with the correct employee. After this first interaction, tracking the potential student’s future interactions was nearly impossible.

Solution

Because CNM Ingenuity uses Salesforce as their CRM, they chose Forms for Salesforce to revamp all their lead generation forms. Thanks to its native integration with Salesforce, any information captured on their lead generation forms now feeds directly into Salesforce. Students can quickly submit their information, and the form automatically alerts the correct employee to respond to the inquiry.

Results

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

Challenge

When potential students came to the CNM Ingenuity website, they were unable to contact the correct person to fit their specific needs. Responses to information request forms were slow, and it often took many back-and-forth emails for the potential student to be placed in contact with the correct employee. After this first interaction, tracking the potential student’s future interactions was nearly impossible.

Solution

Because CNM Ingenuity uses Salesforce as their CRM, they chose Forms for Salesforce to revamp all their lead generation forms. Thanks to its native integration with Salesforce, any information captured on their lead generation forms now feeds directly into Salesforce. Students can quickly submit their information, and the form automatically alerts the correct employee to respond to the inquiry.

Results

Challenge

When potential students came to the CNM Ingenuity website, they were unable to contact the correct person to fit their specific needs. Responses to information request forms were slow, and it often took many back-and-forth emails for the potential student to be placed in contact with the correct employee. After this first interaction, tracking the potential student’s future interactions was nearly impossible.

Solution

Because CNM Ingenuity uses Salesforce as their CRM, they chose Forms for Salesforce to revamp all their lead generation forms. Thanks to its native integration with Salesforce, any information captured on their lead generation forms now feeds directly into Salesforce. Students can quickly submit their information, and the form automatically alerts the correct employee to respond to the inquiry.

Results

Challenge

When potential students came to the CNM Ingenuity website, they were unable to contact the correct person to fit their specific needs. Responses to information request forms were slow, and it often took many back-and-forth emails for the potential student to be placed in contact with the correct employee. After this first interaction, tracking the potential student’s future interactions was nearly impossible.

Solution

Because CNM Ingenuity uses Salesforce as their CRM, they chose Forms for Salesforce to revamp all their lead generation forms. Thanks to its native integration with Salesforce, any information captured on their lead generation forms now feeds directly into Salesforce. Students can quickly submit their information, and the form automatically alerts the correct employee to respond to the inquiry.

Results

Challenge

When potential students came to the CNM Ingenuity website, they were unable to contact the correct person to fit their specific needs. Responses to information request forms were slow, and it often took many back-and-forth emails for the potential student to be placed in contact with the correct employee. After this first interaction, tracking the potential student’s future interactions was nearly impossible.

Solution

Because CNM Ingenuity uses Salesforce as their CRM, they chose Forms for Salesforce to revamp all their lead generation forms. Thanks to its native integration with Salesforce, any information captured on their lead generation forms now feeds directly into Salesforce. Students can quickly submit their information, and the form automatically alerts the correct employee to respond to the inquiry.

Results

Challenge

When potential students came to the CNM Ingenuity website, they were unable to contact the correct person to fit their specific needs. Responses to information request forms were slow, and it often took many back-and-forth emails for the potential student to be placed in contact with the correct employee. After this first interaction, tracking the potential student’s future interactions was nearly impossible.

Solution

Because CNM Ingenuity uses Salesforce as their CRM, they chose Forms for Salesforce to revamp all their lead generation forms. Thanks to its native integration with Salesforce, any information captured on their lead generation forms now feeds directly into Salesforce. Students can quickly submit their information, and the form automatically alerts the correct employee to respond to the inquiry.

Results

A lot of my work revolves around automating business processes and digitizing our workflows. The initial implementation of Formstack has been so successful that we have continued to develop it across the organization.
Erin Maestas
Digital Platform Architect at CNM Ingenuity, Inc.
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