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, read the full FOR Energy case study, or explore our entire collection of customer stories here.