Customer Story: FOR Energy
“An audit takes a while...so to be able to shave time off of that is pretty valuable for the customer experience.”
About FOR Energy
Founded in 2010 in Phoenix, Arizona, FOR Energy helps homeowners maximize the energy efficiency of their homes with specialized Home Energy Check-Ups, Windows, and Solar Energy. FOR Energy is a participating contractor in the Home Performance with Energy Star program while also being dedicated to building a brighter future for their community. Meanwhile, they provide sustainable solutions for their customers that can lead to an increase in home value, reduction in energy bills, and peace of mind.
Challenge
FOR Energy had not yet connected their GoFormz account to Salesforce, requiring in-field auditors to re-enter quote information that was already captured within their digital forms. This resulted in delayed quote generation and inefficient workflows.
Solution
FOR Energy utilized GoFormz’s Salesforce integration in tandem with Automated Workflows to streamline field data entry, save time during audits, and simplify the administrative processes required to generate sales quotes for customers.'
Results:
Significant time savings of 20 hours/week
Data is easily passed between field auditors digital forms and Salesforce records
Submitted forms instantly populate a quote for sales team members
Auditors can fill out forms digitally within an interface they recognize and understand
Enhanced customer experience
To learn more about how FOR Energy leverages digital forms and the Salesforce integration to streamline the completion of their audit reports and quotes, read the full case study here.
