Customer Story

Streamlining Crucial Business Operations

Customer Story

Streamlining Crucial Business Operations

Customer Story

Streamlining Crucial Business Operations

Customer Story

Streamlining Crucial Business Operations

Customer Story

Streamlining Crucial Business Operations

Customer Story

Streamlining Crucial Business Operations

Capturing important data online does not require hiring a costly developer to build a data management system. When YETI wanted to streamline data collection processes while keeping the team productive, they turned to Formstack’s versatile form solution.
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Marketing its products as “built for the wild,” YETI® manufactures high-end outdoor lifestyle items—such as coolers, ice chests, and drinkware—and sells them in over 6,000 independent retailers—including Bass Pro Shops, DICK’s Sporting Goods, Cabela’s, and REI.
Manufacturing
2015
Business Operations
Forms
Drag-and-Drop Form Builder, No-Code Integrations
Customer Story

Streamlining Crucial Business Operations

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Customer Story

Streamlining Crucial Business Operations

MIN
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About the Episode
Episode Highlights
Meet our Guest

When your business needs to capture various types of data online, the most obvious solution might be to hire a full-time developer to build online forms and manage digital data collection. But the obvious solution is not always the best solution. YETI® knows this firsthand.

Jill Zeimann, Manager of Customer Service Systems and Processes at YETI, is responsible for boosting productivity among the company’s customer service and sales teams. This means she’s often a key decision-maker when it comes to adopting technology solutions. When YETI decided to transition its website to Magento in late 2015 in an effort to scale its ecommerce presence, it ran into several data management challenges. The proposed solution? Hire a full-time developer. This was not the most cost-effective or efficient solution, so Zeimann found a better path: Formstack.

By implementing Formstack, YETI eliminated the cost of a full-time developer’s annual salary—which would have been $60–80K. It also streamlined a cumbersome customer support workflow process, which shaved off two minutes from each of its 3,000+ monthly support tickets—saving at least 100 hours a month.

The Challenge

Toward the end of 2015, YETI made the decision to move its website from WordPress to Magento in order to scale its digital commerce presence. But this presented data management challenges in a few key areas:

  1. Collecting dealer applications and routing the information to Force.com
  2. Collecting key information on customer service warranty issues and routing it to the Force.com service desk
  3. Collecting consumer information for surveys, sweepstakes, and other marketing activities

To tackle all of these challenges, YETI needed an easy way to embed online forms onto its new Magento website. To make this happen, a Magento consultant recommended the company hire a full-time developer to manage form building and digital data collection. For YETI, this was a costly solution considering the $60–80K annual salary of a developer, so Zeimann and other key decision-makers sought other options.

The Fix

Formstack’s versatile data management platform was the perfect solution to YETI’s three main challenges, and Zeimann put it to work right way. YETI now has a dealer application on its website that allows interested dealers, or distributors, to easily submit their information. The information is then automatically passed into Force.com via Formstack’s Salesforce integration.

YETI online forms - dealers

YETI put a warranty request form on its Warranty Information page. This form also makes use of the Salesforce integration to pass submitted information to the Force.com service desk for a more streamlined customer service workflow process.Before using Formstack, YETI was managing warranty customer support via back-and-forth email exchanges, which significantly slowed the process of solving warranty issues. With the warranty information form, YETI can now collect key information up front (including images of damaged products), which helps customer service reps address warranty problems much faster.

YETI online forms - warranty

Additionally, YETI uses Formstack online forms to collect marketing leads via sweepstakes entries and surveys. These forms are connected to Formstack’s Google Analytics plugin for deeper insights and marketing campaign optimization.

YETI online forms - sweepstakes

The Outcome

Implementing Formstack has been a game changer for YETI. The company is not only saving $60–80K a year by using a simple data management platform rather than a full-time developer, it is also saving time and effort on three crucial business functions:

  1. Dealer management: It’s now easier for YETI to get in touch with potential dealers because key information is collected during the application process.
  2. Customer service management: YETI support cases can now be addressed much quicker since important case information is submitted via the warranty form. In fact, YETI is now saving around two minutes per case, which amounts to at least 100 hours a month with the 3,000+ cases that are submitted.
  3. Marketing campaign management: YETI’s marketing team can now collect leads in an efficient manner and gather key insights to improve their campaigns.

Key Results

Customer Story

Streamlining Crucial Business Operations

Customer Story

Streamlining Crucial Business Operations

Panelists
No items found.
Introduction

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When your business needs to capture various types of data online, the most obvious solution might be to hire a full-time developer to build online forms and manage digital data collection. But the obvious solution is not always the best solution. YETI® knows this firsthand.

Jill Zeimann, Manager of Customer Service Systems and Processes at YETI, is responsible for boosting productivity among the company’s customer service and sales teams. This means she’s often a key decision-maker when it comes to adopting technology solutions. When YETI decided to transition its website to Magento in late 2015 in an effort to scale its ecommerce presence, it ran into several data management challenges. The proposed solution? Hire a full-time developer. This was not the most cost-effective or efficient solution, so Zeimann found a better path: Formstack.

By implementing Formstack, YETI eliminated the cost of a full-time developer’s annual salary—which would have been $60–80K. It also streamlined a cumbersome customer support workflow process, which shaved off two minutes from each of its 3,000+ monthly support tickets—saving at least 100 hours a month.

The Challenge

Toward the end of 2015, YETI made the decision to move its website from WordPress to Magento in order to scale its digital commerce presence. But this presented data management challenges in a few key areas:

  1. Collecting dealer applications and routing the information to Force.com
  2. Collecting key information on customer service warranty issues and routing it to the Force.com service desk
  3. Collecting consumer information for surveys, sweepstakes, and other marketing activities

To tackle all of these challenges, YETI needed an easy way to embed online forms onto its new Magento website. To make this happen, a Magento consultant recommended the company hire a full-time developer to manage form building and digital data collection. For YETI, this was a costly solution considering the $60–80K annual salary of a developer, so Zeimann and other key decision-makers sought other options.

The Fix

Formstack’s versatile data management platform was the perfect solution to YETI’s three main challenges, and Zeimann put it to work right way. YETI now has a dealer application on its website that allows interested dealers, or distributors, to easily submit their information. The information is then automatically passed into Force.com via Formstack’s Salesforce integration.

YETI online forms - dealers

YETI put a warranty request form on its Warranty Information page. This form also makes use of the Salesforce integration to pass submitted information to the Force.com service desk for a more streamlined customer service workflow process.Before using Formstack, YETI was managing warranty customer support via back-and-forth email exchanges, which significantly slowed the process of solving warranty issues. With the warranty information form, YETI can now collect key information up front (including images of damaged products), which helps customer service reps address warranty problems much faster.

YETI online forms - warranty

Additionally, YETI uses Formstack online forms to collect marketing leads via sweepstakes entries and surveys. These forms are connected to Formstack’s Google Analytics plugin for deeper insights and marketing campaign optimization.

YETI online forms - sweepstakes

The Outcome

Implementing Formstack has been a game changer for YETI. The company is not only saving $60–80K a year by using a simple data management platform rather than a full-time developer, it is also saving time and effort on three crucial business functions:

  1. Dealer management: It’s now easier for YETI to get in touch with potential dealers because key information is collected during the application process.
  2. Customer service management: YETI support cases can now be addressed much quicker since important case information is submitted via the warranty form. In fact, YETI is now saving around two minutes per case, which amounts to at least 100 hours a month with the 3,000+ cases that are submitted.
  3. Marketing campaign management: YETI’s marketing team can now collect leads in an efficient manner and gather key insights to improve their campaigns.

Key Results

Panelists
No items found.
Infographic

Streamlining Crucial Business Operations

Discover how YETI, a manufacturer of high-end outdoor products like coolers, saved $60-80K/year and 100 hours/month with Formstack.
Download InfographicDownload Infographic

When your business needs to capture various types of data online, the most obvious solution might be to hire a full-time developer to build online forms and manage digital data collection. But the obvious solution is not always the best solution. YETI® knows this firsthand.

Jill Zeimann, Manager of Customer Service Systems and Processes at YETI, is responsible for boosting productivity among the company’s customer service and sales teams. This means she’s often a key decision-maker when it comes to adopting technology solutions. When YETI decided to transition its website to Magento in late 2015 in an effort to scale its ecommerce presence, it ran into several data management challenges. The proposed solution? Hire a full-time developer. This was not the most cost-effective or efficient solution, so Zeimann found a better path: Formstack.

By implementing Formstack, YETI eliminated the cost of a full-time developer’s annual salary—which would have been $60–80K. It also streamlined a cumbersome customer support workflow process, which shaved off two minutes from each of its 3,000+ monthly support tickets—saving at least 100 hours a month.

The Challenge

Toward the end of 2015, YETI made the decision to move its website from WordPress to Magento in order to scale its digital commerce presence. But this presented data management challenges in a few key areas:

  1. Collecting dealer applications and routing the information to Force.com
  2. Collecting key information on customer service warranty issues and routing it to the Force.com service desk
  3. Collecting consumer information for surveys, sweepstakes, and other marketing activities

To tackle all of these challenges, YETI needed an easy way to embed online forms onto its new Magento website. To make this happen, a Magento consultant recommended the company hire a full-time developer to manage form building and digital data collection. For YETI, this was a costly solution considering the $60–80K annual salary of a developer, so Zeimann and other key decision-makers sought other options.

The Fix

Formstack’s versatile data management platform was the perfect solution to YETI’s three main challenges, and Zeimann put it to work right way. YETI now has a dealer application on its website that allows interested dealers, or distributors, to easily submit their information. The information is then automatically passed into Force.com via Formstack’s Salesforce integration.

YETI online forms - dealers

YETI put a warranty request form on its Warranty Information page. This form also makes use of the Salesforce integration to pass submitted information to the Force.com service desk for a more streamlined customer service workflow process.Before using Formstack, YETI was managing warranty customer support via back-and-forth email exchanges, which significantly slowed the process of solving warranty issues. With the warranty information form, YETI can now collect key information up front (including images of damaged products), which helps customer service reps address warranty problems much faster.

YETI online forms - warranty

Additionally, YETI uses Formstack online forms to collect marketing leads via sweepstakes entries and surveys. These forms are connected to Formstack’s Google Analytics plugin for deeper insights and marketing campaign optimization.

YETI online forms - sweepstakes

The Outcome

Implementing Formstack has been a game changer for YETI. The company is not only saving $60–80K a year by using a simple data management platform rather than a full-time developer, it is also saving time and effort on three crucial business functions:

  1. Dealer management: It’s now easier for YETI to get in touch with potential dealers because key information is collected during the application process.
  2. Customer service management: YETI support cases can now be addressed much quicker since important case information is submitted via the warranty form. In fact, YETI is now saving around two minutes per case, which amounts to at least 100 hours a month with the 3,000+ cases that are submitted.
  3. Marketing campaign management: YETI’s marketing team can now collect leads in an efficient manner and gather key insights to improve their campaigns.

Key Results

When your business needs to capture various types of data online, the most obvious solution might be to hire a full-time developer to build online forms and manage digital data collection. But the obvious solution is not always the best solution. YETI® knows this firsthand.

Jill Zeimann, Manager of Customer Service Systems and Processes at YETI, is responsible for boosting productivity among the company’s customer service and sales teams. This means she’s often a key decision-maker when it comes to adopting technology solutions. When YETI decided to transition its website to Magento in late 2015 in an effort to scale its ecommerce presence, it ran into several data management challenges. The proposed solution? Hire a full-time developer. This was not the most cost-effective or efficient solution, so Zeimann found a better path: Formstack.

By implementing Formstack, YETI eliminated the cost of a full-time developer’s annual salary—which would have been $60–80K. It also streamlined a cumbersome customer support workflow process, which shaved off two minutes from each of its 3,000+ monthly support tickets—saving at least 100 hours a month.

The Challenge

Toward the end of 2015, YETI made the decision to move its website from WordPress to Magento in order to scale its digital commerce presence. But this presented data management challenges in a few key areas:

  1. Collecting dealer applications and routing the information to Force.com
  2. Collecting key information on customer service warranty issues and routing it to the Force.com service desk
  3. Collecting consumer information for surveys, sweepstakes, and other marketing activities

To tackle all of these challenges, YETI needed an easy way to embed online forms onto its new Magento website. To make this happen, a Magento consultant recommended the company hire a full-time developer to manage form building and digital data collection. For YETI, this was a costly solution considering the $60–80K annual salary of a developer, so Zeimann and other key decision-makers sought other options.

The Fix

Formstack’s versatile data management platform was the perfect solution to YETI’s three main challenges, and Zeimann put it to work right way. YETI now has a dealer application on its website that allows interested dealers, or distributors, to easily submit their information. The information is then automatically passed into Force.com via Formstack’s Salesforce integration.

YETI online forms - dealers

YETI put a warranty request form on its Warranty Information page. This form also makes use of the Salesforce integration to pass submitted information to the Force.com service desk for a more streamlined customer service workflow process.Before using Formstack, YETI was managing warranty customer support via back-and-forth email exchanges, which significantly slowed the process of solving warranty issues. With the warranty information form, YETI can now collect key information up front (including images of damaged products), which helps customer service reps address warranty problems much faster.

YETI online forms - warranty

Additionally, YETI uses Formstack online forms to collect marketing leads via sweepstakes entries and surveys. These forms are connected to Formstack’s Google Analytics plugin for deeper insights and marketing campaign optimization.

YETI online forms - sweepstakes

The Outcome

Implementing Formstack has been a game changer for YETI. The company is not only saving $60–80K a year by using a simple data management platform rather than a full-time developer, it is also saving time and effort on three crucial business functions:

  1. Dealer management: It’s now easier for YETI to get in touch with potential dealers because key information is collected during the application process.
  2. Customer service management: YETI support cases can now be addressed much quicker since important case information is submitted via the warranty form. In fact, YETI is now saving around two minutes per case, which amounts to at least 100 hours a month with the 3,000+ cases that are submitted.
  3. Marketing campaign management: YETI’s marketing team can now collect leads in an efficient manner and gather key insights to improve their campaigns.

Key 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

When your business needs to capture various types of data online, the most obvious solution might be to hire a full-time developer to build online forms and manage digital data collection. But the obvious solution is not always the best solution. YETI® knows this firsthand.

Jill Zeimann, Manager of Customer Service Systems and Processes at YETI, is responsible for boosting productivity among the company’s customer service and sales teams. This means she’s often a key decision-maker when it comes to adopting technology solutions. When YETI decided to transition its website to Magento in late 2015 in an effort to scale its ecommerce presence, it ran into several data management challenges. The proposed solution? Hire a full-time developer. This was not the most cost-effective or efficient solution, so Zeimann found a better path: Formstack.

By implementing Formstack, YETI eliminated the cost of a full-time developer’s annual salary—which would have been $60–80K. It also streamlined a cumbersome customer support workflow process, which shaved off two minutes from each of its 3,000+ monthly support tickets—saving at least 100 hours a month.

The Challenge

Toward the end of 2015, YETI made the decision to move its website from WordPress to Magento in order to scale its digital commerce presence. But this presented data management challenges in a few key areas:

  1. Collecting dealer applications and routing the information to Force.com
  2. Collecting key information on customer service warranty issues and routing it to the Force.com service desk
  3. Collecting consumer information for surveys, sweepstakes, and other marketing activities

To tackle all of these challenges, YETI needed an easy way to embed online forms onto its new Magento website. To make this happen, a Magento consultant recommended the company hire a full-time developer to manage form building and digital data collection. For YETI, this was a costly solution considering the $60–80K annual salary of a developer, so Zeimann and other key decision-makers sought other options.

The Fix

Formstack’s versatile data management platform was the perfect solution to YETI’s three main challenges, and Zeimann put it to work right way. YETI now has a dealer application on its website that allows interested dealers, or distributors, to easily submit their information. The information is then automatically passed into Force.com via Formstack’s Salesforce integration.

YETI online forms - dealers

YETI put a warranty request form on its Warranty Information page. This form also makes use of the Salesforce integration to pass submitted information to the Force.com service desk for a more streamlined customer service workflow process.Before using Formstack, YETI was managing warranty customer support via back-and-forth email exchanges, which significantly slowed the process of solving warranty issues. With the warranty information form, YETI can now collect key information up front (including images of damaged products), which helps customer service reps address warranty problems much faster.

YETI online forms - warranty

Additionally, YETI uses Formstack online forms to collect marketing leads via sweepstakes entries and surveys. These forms are connected to Formstack’s Google Analytics plugin for deeper insights and marketing campaign optimization.

YETI online forms - sweepstakes

The Outcome

Implementing Formstack has been a game changer for YETI. The company is not only saving $60–80K a year by using a simple data management platform rather than a full-time developer, it is also saving time and effort on three crucial business functions:

  1. Dealer management: It’s now easier for YETI to get in touch with potential dealers because key information is collected during the application process.
  2. Customer service management: YETI support cases can now be addressed much quicker since important case information is submitted via the warranty form. In fact, YETI is now saving around two minutes per case, which amounts to at least 100 hours a month with the 3,000+ cases that are submitted.
  3. Marketing campaign management: YETI’s marketing team can now collect leads in an efficient manner and gather key insights to improve their campaigns.

Key Results

When your business needs to capture various types of data online, the most obvious solution might be to hire a full-time developer to build online forms and manage digital data collection. But the obvious solution is not always the best solution. YETI® knows this firsthand.

Jill Zeimann, Manager of Customer Service Systems and Processes at YETI, is responsible for boosting productivity among the company’s customer service and sales teams. This means she’s often a key decision-maker when it comes to adopting technology solutions. When YETI decided to transition its website to Magento in late 2015 in an effort to scale its ecommerce presence, it ran into several data management challenges. The proposed solution? Hire a full-time developer. This was not the most cost-effective or efficient solution, so Zeimann found a better path: Formstack.

By implementing Formstack, YETI eliminated the cost of a full-time developer’s annual salary—which would have been $60–80K. It also streamlined a cumbersome customer support workflow process, which shaved off two minutes from each of its 3,000+ monthly support tickets—saving at least 100 hours a month.

The Challenge

Toward the end of 2015, YETI made the decision to move its website from WordPress to Magento in order to scale its digital commerce presence. But this presented data management challenges in a few key areas:

  1. Collecting dealer applications and routing the information to Force.com
  2. Collecting key information on customer service warranty issues and routing it to the Force.com service desk
  3. Collecting consumer information for surveys, sweepstakes, and other marketing activities

To tackle all of these challenges, YETI needed an easy way to embed online forms onto its new Magento website. To make this happen, a Magento consultant recommended the company hire a full-time developer to manage form building and digital data collection. For YETI, this was a costly solution considering the $60–80K annual salary of a developer, so Zeimann and other key decision-makers sought other options.

The Fix

Formstack’s versatile data management platform was the perfect solution to YETI’s three main challenges, and Zeimann put it to work right way. YETI now has a dealer application on its website that allows interested dealers, or distributors, to easily submit their information. The information is then automatically passed into Force.com via Formstack’s Salesforce integration.

YETI online forms - dealers

YETI put a warranty request form on its Warranty Information page. This form also makes use of the Salesforce integration to pass submitted information to the Force.com service desk for a more streamlined customer service workflow process.Before using Formstack, YETI was managing warranty customer support via back-and-forth email exchanges, which significantly slowed the process of solving warranty issues. With the warranty information form, YETI can now collect key information up front (including images of damaged products), which helps customer service reps address warranty problems much faster.

YETI online forms - warranty

Additionally, YETI uses Formstack online forms to collect marketing leads via sweepstakes entries and surveys. These forms are connected to Formstack’s Google Analytics plugin for deeper insights and marketing campaign optimization.

YETI online forms - sweepstakes

The Outcome

Implementing Formstack has been a game changer for YETI. The company is not only saving $60–80K a year by using a simple data management platform rather than a full-time developer, it is also saving time and effort on three crucial business functions:

  1. Dealer management: It’s now easier for YETI to get in touch with potential dealers because key information is collected during the application process.
  2. Customer service management: YETI support cases can now be addressed much quicker since important case information is submitted via the warranty form. In fact, YETI is now saving around two minutes per case, which amounts to at least 100 hours a month with the 3,000+ cases that are submitted.
  3. Marketing campaign management: YETI’s marketing team can now collect leads in an efficient manner and gather key insights to improve their campaigns.

Key Results

When your business needs to capture various types of data online, the most obvious solution might be to hire a full-time developer to build online forms and manage digital data collection. But the obvious solution is not always the best solution. YETI® knows this firsthand.

Jill Zeimann, Manager of Customer Service Systems and Processes at YETI, is responsible for boosting productivity among the company’s customer service and sales teams. This means she’s often a key decision-maker when it comes to adopting technology solutions. When YETI decided to transition its website to Magento in late 2015 in an effort to scale its ecommerce presence, it ran into several data management challenges. The proposed solution? Hire a full-time developer. This was not the most cost-effective or efficient solution, so Zeimann found a better path: Formstack.

By implementing Formstack, YETI eliminated the cost of a full-time developer’s annual salary—which would have been $60–80K. It also streamlined a cumbersome customer support workflow process, which shaved off two minutes from each of its 3,000+ monthly support tickets—saving at least 100 hours a month.

The Challenge

Toward the end of 2015, YETI made the decision to move its website from WordPress to Magento in order to scale its digital commerce presence. But this presented data management challenges in a few key areas:

  1. Collecting dealer applications and routing the information to Force.com
  2. Collecting key information on customer service warranty issues and routing it to the Force.com service desk
  3. Collecting consumer information for surveys, sweepstakes, and other marketing activities

To tackle all of these challenges, YETI needed an easy way to embed online forms onto its new Magento website. To make this happen, a Magento consultant recommended the company hire a full-time developer to manage form building and digital data collection. For YETI, this was a costly solution considering the $60–80K annual salary of a developer, so Zeimann and other key decision-makers sought other options.

The Fix

Formstack’s versatile data management platform was the perfect solution to YETI’s three main challenges, and Zeimann put it to work right way. YETI now has a dealer application on its website that allows interested dealers, or distributors, to easily submit their information. The information is then automatically passed into Force.com via Formstack’s Salesforce integration.

YETI online forms - dealers

YETI put a warranty request form on its Warranty Information page. This form also makes use of the Salesforce integration to pass submitted information to the Force.com service desk for a more streamlined customer service workflow process.Before using Formstack, YETI was managing warranty customer support via back-and-forth email exchanges, which significantly slowed the process of solving warranty issues. With the warranty information form, YETI can now collect key information up front (including images of damaged products), which helps customer service reps address warranty problems much faster.

YETI online forms - warranty

Additionally, YETI uses Formstack online forms to collect marketing leads via sweepstakes entries and surveys. These forms are connected to Formstack’s Google Analytics plugin for deeper insights and marketing campaign optimization.

YETI online forms - sweepstakes

The Outcome

Implementing Formstack has been a game changer for YETI. The company is not only saving $60–80K a year by using a simple data management platform rather than a full-time developer, it is also saving time and effort on three crucial business functions:

  1. Dealer management: It’s now easier for YETI to get in touch with potential dealers because key information is collected during the application process.
  2. Customer service management: YETI support cases can now be addressed much quicker since important case information is submitted via the warranty form. In fact, YETI is now saving around two minutes per case, which amounts to at least 100 hours a month with the 3,000+ cases that are submitted.
  3. Marketing campaign management: YETI’s marketing team can now collect leads in an efficient manner and gather key insights to improve their campaigns.

Key Results

When your business needs to capture various types of data online, the most obvious solution might be to hire a full-time developer to build online forms and manage digital data collection. But the obvious solution is not always the best solution. YETI® knows this firsthand.

Jill Zeimann, Manager of Customer Service Systems and Processes at YETI, is responsible for boosting productivity among the company’s customer service and sales teams. This means she’s often a key decision-maker when it comes to adopting technology solutions. When YETI decided to transition its website to Magento in late 2015 in an effort to scale its ecommerce presence, it ran into several data management challenges. The proposed solution? Hire a full-time developer. This was not the most cost-effective or efficient solution, so Zeimann found a better path: Formstack.

By implementing Formstack, YETI eliminated the cost of a full-time developer’s annual salary—which would have been $60–80K. It also streamlined a cumbersome customer support workflow process, which shaved off two minutes from each of its 3,000+ monthly support tickets—saving at least 100 hours a month.

The Challenge

Toward the end of 2015, YETI made the decision to move its website from WordPress to Magento in order to scale its digital commerce presence. But this presented data management challenges in a few key areas:

  1. Collecting dealer applications and routing the information to Force.com
  2. Collecting key information on customer service warranty issues and routing it to the Force.com service desk
  3. Collecting consumer information for surveys, sweepstakes, and other marketing activities

To tackle all of these challenges, YETI needed an easy way to embed online forms onto its new Magento website. To make this happen, a Magento consultant recommended the company hire a full-time developer to manage form building and digital data collection. For YETI, this was a costly solution considering the $60–80K annual salary of a developer, so Zeimann and other key decision-makers sought other options.

The Fix

Formstack’s versatile data management platform was the perfect solution to YETI’s three main challenges, and Zeimann put it to work right way. YETI now has a dealer application on its website that allows interested dealers, or distributors, to easily submit their information. The information is then automatically passed into Force.com via Formstack’s Salesforce integration.

YETI online forms - dealers

YETI put a warranty request form on its Warranty Information page. This form also makes use of the Salesforce integration to pass submitted information to the Force.com service desk for a more streamlined customer service workflow process.Before using Formstack, YETI was managing warranty customer support via back-and-forth email exchanges, which significantly slowed the process of solving warranty issues. With the warranty information form, YETI can now collect key information up front (including images of damaged products), which helps customer service reps address warranty problems much faster.

YETI online forms - warranty

Additionally, YETI uses Formstack online forms to collect marketing leads via sweepstakes entries and surveys. These forms are connected to Formstack’s Google Analytics plugin for deeper insights and marketing campaign optimization.

YETI online forms - sweepstakes

The Outcome

Implementing Formstack has been a game changer for YETI. The company is not only saving $60–80K a year by using a simple data management platform rather than a full-time developer, it is also saving time and effort on three crucial business functions:

  1. Dealer management: It’s now easier for YETI to get in touch with potential dealers because key information is collected during the application process.
  2. Customer service management: YETI support cases can now be addressed much quicker since important case information is submitted via the warranty form. In fact, YETI is now saving around two minutes per case, which amounts to at least 100 hours a month with the 3,000+ cases that are submitted.
  3. Marketing campaign management: YETI’s marketing team can now collect leads in an efficient manner and gather key insights to improve their campaigns.

Key Results

When your business needs to capture various types of data online, the most obvious solution might be to hire a full-time developer to build online forms and manage digital data collection. But the obvious solution is not always the best solution. YETI® knows this firsthand.

Jill Zeimann, Manager of Customer Service Systems and Processes at YETI, is responsible for boosting productivity among the company’s customer service and sales teams. This means she’s often a key decision-maker when it comes to adopting technology solutions. When YETI decided to transition its website to Magento in late 2015 in an effort to scale its ecommerce presence, it ran into several data management challenges. The proposed solution? Hire a full-time developer. This was not the most cost-effective or efficient solution, so Zeimann found a better path: Formstack.

By implementing Formstack, YETI eliminated the cost of a full-time developer’s annual salary—which would have been $60–80K. It also streamlined a cumbersome customer support workflow process, which shaved off two minutes from each of its 3,000+ monthly support tickets—saving at least 100 hours a month.

The Challenge

Toward the end of 2015, YETI made the decision to move its website from WordPress to Magento in order to scale its digital commerce presence. But this presented data management challenges in a few key areas:

  1. Collecting dealer applications and routing the information to Force.com
  2. Collecting key information on customer service warranty issues and routing it to the Force.com service desk
  3. Collecting consumer information for surveys, sweepstakes, and other marketing activities

To tackle all of these challenges, YETI needed an easy way to embed online forms onto its new Magento website. To make this happen, a Magento consultant recommended the company hire a full-time developer to manage form building and digital data collection. For YETI, this was a costly solution considering the $60–80K annual salary of a developer, so Zeimann and other key decision-makers sought other options.

The Fix

Formstack’s versatile data management platform was the perfect solution to YETI’s three main challenges, and Zeimann put it to work right way. YETI now has a dealer application on its website that allows interested dealers, or distributors, to easily submit their information. The information is then automatically passed into Force.com via Formstack’s Salesforce integration.

YETI online forms - dealers

YETI put a warranty request form on its Warranty Information page. This form also makes use of the Salesforce integration to pass submitted information to the Force.com service desk for a more streamlined customer service workflow process.Before using Formstack, YETI was managing warranty customer support via back-and-forth email exchanges, which significantly slowed the process of solving warranty issues. With the warranty information form, YETI can now collect key information up front (including images of damaged products), which helps customer service reps address warranty problems much faster.

YETI online forms - warranty

Additionally, YETI uses Formstack online forms to collect marketing leads via sweepstakes entries and surveys. These forms are connected to Formstack’s Google Analytics plugin for deeper insights and marketing campaign optimization.

YETI online forms - sweepstakes

The Outcome

Implementing Formstack has been a game changer for YETI. The company is not only saving $60–80K a year by using a simple data management platform rather than a full-time developer, it is also saving time and effort on three crucial business functions:

  1. Dealer management: It’s now easier for YETI to get in touch with potential dealers because key information is collected during the application process.
  2. Customer service management: YETI support cases can now be addressed much quicker since important case information is submitted via the warranty form. In fact, YETI is now saving around two minutes per case, which amounts to at least 100 hours a month with the 3,000+ cases that are submitted.
  3. Marketing campaign management: YETI’s marketing team can now collect leads in an efficient manner and gather key insights to improve their campaigns.

Key Results

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