Solve It Stories - FormAssembly

SOLVE IT STORIES TALES OF CUSTOMER SUCCESS FROM OUR PARTNERS How FormAssembly helped Pasa save nearly $20,000 on yearly operating expenses. THE CHALLENGE Pasa is a Pennsylvania-based sustainable agriculture association that works to build a more economically just, environmentally regenerative, and community-focused food system to support local farmers. With education being top of mind, it coordinates year-round workshops and events, administers formal farming apprenticeships, and facilitates research that empowers farmers. Pasa also serves as As I’ve talked to others in the a liaison between farmers, community members, local businesses, industry, I’ve noticed that and policymakers. With a number of ongoing initiatives, over time the form builder they use doesn’t it became clear that certain programs and processes were out of solve all of their problems. At Pasa, date, and Pasa needed a better way to support its staff members. we don’t have to think twice. It needed a solution that would allow staff members to collect and We know that FormAssembly will organize their data while preserving data privacy and security. do what we need it to do. Christina Kostelecky THE OPPORTUNITY OPERATIONS DIRECTOR Businesses often need a way to effectively collect and store information from stakeholders while maintaining compliance regulations. HOW DO THEY ... · Store data securely while maintaining strong security standards? · Streamline data entry as a means to mitigate manual processes and save time? · Provide a straightforward user experience to encourage and increase user adoption by internal and external stakeholders? In the case of Pasa, it needed a solution that would help its staff members manage and store collected data while seamlessly integrating with it’s Salesforce setup. It was able to do that with the help of FormAssembly.

SOLVE IT STORIES TALES OF CUSTOMER SUCCESS FROM OUR PARTNERS THE SUCCESSFUL OUTCOME Since 2017, Pasa has been using FormAssembly to manage data collection, increase donations, and effectively communicate with it’s internal and external stakeholders. With FormAssembly’s customizable forms and its seamless integration with Salesforce, Pasa has used the solution in the following ways: · Donation and membership forms: FormAssembly has allowed Pasa to increase donation amounts and to connect with annual members. By using Salesforce, the team can send out emails and reminders using a pre-filled URL that connects to a unique FormAssembly form directly to members about donations and renewal terms. · Event registration forms: With a number of programs and events, Pasa creates and publishes event forms to manage event registrations. Pasa then houses its event forms on landing pages and the information feeds into a secondary form controlled by Salesforce. This workflow has completely revamped the way Pasa processes event registrations. · Research data collection forms: When working on large-scale research projects, Pasa staff members create web forms to collect information. FormAssembly’s secure platform allows Pasa to house sensitive data without the risk of falling out of compliance. · Proposal request forms: Pasa creates web forms using FormAssembly to collect proposal requests for it’s annual conference. With upwards of 400 proposal request submissions per conference, the team uses web forms to allow for a streamlined and easy-to-follow process. They also use Response IDs so their advisory committee can grade responses and submissions. THIS HAS RESULTED IN ... · 900+ FormAssembly forms created in three years · 1,300+ responses collected via the annual giving form FormAssembly is the one · $132,215 in donations raised over 3 years technology solution that · An estimated $20,000 saved on yearly operating costs we can’t live without. Christina Kostelecky CONSIDERATIONS FOR CUSTOMERS WHO ARE LOOKING OPERATIONS DIRECTOR FOR A COMPLIANT DATA COLLECTION SOLUTION. · A powerful data collection platform can help organizations save time and money on IT and web development costs. When the budget is tight, it’s important to select platforms that are easy-to-use and well supported with strong documentation for staff members, while being relatively simple to adapt for the customer or respondent. Selecting an all-in-one, no-code platform helps different team members pick up the steps and maintain a strong data collection process. · Investing in user experience (UX) can contribute greatly to your organization’s success. Using a tool that integrates seamlessly with Salesforce can amplify your usage with powerful features. The pre-fill connector provides the ability to add comments and instructions to form fields. Lookups provide better UX and increase visibility for team members. Learn more about FormAssembly for Salesforce on AppExchange.