What Professional Services Can Do For You
Drive your operation’s digital transformation with the attentive support of our Professional Services team
At GoFormz, we understand that time is money and are committed to ensuring you get the most out of your technology investment.
Our Professional Services team provides expert guidance and custom solutions crafted to address your unique business needs. Leveraging GoFormz Professional Services, your team can utilize personalized training to kickstart your digital transformation and highlight best practices, empowering your business to train its own internal GoFormz experts. Our ProServices team also offers professional Template and Workflow builds, ensuring your digital forms, automations, and integrations are configured to be successful and scalable.
Why leverage Professional Services?
The GoFormz Professional Services team goes beyond the form, delving into the lifecycle of your forms and processes to garner a comprehensive understanding of your business needs.
This comprehensive approach not only delivers precisely tailored solutions, but also allows our team to provide valuable insights and best practices based on years of experience and expertise. Our Professional Services team can help your business achieve:
A streamlined and successful GoFormz implementation
Rapid training of your users (and the development of internal experts)
Templates and Workflows tailor-made for your business
Access to powerful Workflows that require ProServices support and setup (e.g. SQL, Procore, Salesforce)
A cost-effective approach to the development of digital documents and processes (no need to hire an internal developer!)
A scalable, digital solution that can grow alongside your business
What services does the Professional Services team provide?
Below you’ll find some helpful information regarding our Professional Services offerings.
Custom Template and Workflow Builds
Our Professional Services team is ready to make your GoFormz implementation a breeze. Utilizing custom Template and Workflow build offerings, the Professional Services team can provide your business with Templates and Workflows designed specifically for your business, presenting your users with a turnkey solution they can immediately utilize.
Custom Template and Workflow builds not only simplify your GoFormz implementation, but also ensure your Templates and processes adhere to best practices, laying a solid foundation for the evolution of your digital form and data capture needs.
Access to powerful Workflow offerings
Additionally, the ProServices team can assist you in accessing and setting up Workflows that may be challenging to configure independently. Including integrations with platforms like Procore and Salesforce, or SQL, we enable your business to leverage your captured form data for enhanced capabilities.
Expert, Personalized Training
Provide your business with custom, attentive training tailored to your users’ specific needs. This training comes with a wealth of resources (such as video tutorials, guides, and documentation) that can be easily accessed and referenced at any time – arming your team with the tools it needs to self-sufficiently develop internal GoFormz experts and adding further value to your training investment.
Ultimately, these services save your business precious time and alleviate stress. Engaging an expert in the field removes the burden from your organization, freeing you to focus on the core aspects that truly matter to your business.
“I only have positive things to say about the Professional Services team because they are very supportive.”
What Type of Training is Available?
There are a variety of packages and training resources available:
GoFormz 101: This training covers the basics of GoFormz, ranging from the end-user experience, definitions of specific features like Conditional Logic and Template Versioning, how to use eSignature form fields, and much more!
Workflows 101: This training covers all of the workflow recipes, custom triggers, and actions available at the Advanced and Enterprise subscription tiers.
Advanced Template Building: This training covers the more advanced features and functionality of building powerful digital forms. Included in this course are: User-based functions, advanced Template settings, like automated sending of PDFs to customers, how to build powerful calculations with Conditional Logic, Table best practices, and much more!
DataSources 101: This course covers everything you need to know to get started with DataSources, from auto-populating fields to Database Calculations.
Admin Training: This is a great training that helps GoFormz administrators better understand the account management of their platform along with end-user resources to streamline adoption.
Integration Training: The Professional Services team is also able to walk you through specific integration training, like Google Workspace, SharePoint, or Salesforce, to match your unique business requirements.
…and so much more!
If you’re interested in meeting with the GoFormz Professional Services team, click the button below to help you get started with digitizing your data collection.
