Solve It Stories - FormAssembly

SOLVE IT STORIES TALES OF CUSTOMER SUCCESS FROM OUR PARTNERS How FormAssembly helped Kasasa reduce the time spent launching and executing marketing programs for its customers by 20%. THE CHALLENGE Kasasa is a financial technology and marketing services organization that works with community financial institutions by providing financial products, advisory services, technical support, web design, and financial analytics. This end-to-end consulting relationship helps its customers successfully compete with megabanks in their communities. Kasasa’s challenge was that it was receiving thousands of data touchpoints and had nowhere to organize and collect the data. It also needed to be able to ensure that its information was up-to-date with its CRM at FormAssembly has fundamentally any given time, and it was unable to do so with Excel spreadsheets. Additionally, changed how we engage/work Kasasa wanted a way to display this collected data in a uniform way that was internally and externally with our easily digestible by customers, and Excel did not provide that solution. customers, driving efficiencies in multiple areas of our customer THE OPPORTUNITY engagement lifecycle. Financial services organizations often need a way to collect and organize large Melissa Lee amounts of data, and then make that data accessible for both themselves and VP, BUSINESS PROCESS their customers, throughout each part of the customer engagement lifecycle. MANAGEMENT HOW DO THEY ... · Transition from spreadsheets and emails to a more uniform way to seamlessly collect data at scale? · Update information in multiple areas in Salesforce to keep client records up to date? · Present collected information back to customers in a way that is easily digestible? In the case of Kasasa, with FormAssembly’s all-in-one, Salesforce-connected data collection platform, it was able to collect data in Salesforce automatically instead of wasting time, money, and resources on tedious manual processes.

SOLSOLVE IT STVE IT STORIESORIES TALES OF CUSTOMER SUCCESS FROM OUR PARTNERS THE SUCCESSFUL OUTCOME FormAssembly provided a clean and user-friendly experience for Kasasa’s customers by providing a smooth platform experience, while also giving Kasasa absolute user control over the information that customers saw. FormAssembly provides a single source of truth, housing data that stays up to date through the Salesforce Prefill Connector. This gives Kasasa customers a central way to pull and display collected data in a more impactful and tidy way. THIS HAS RESULTED IN ... · A reduction of time spent launching product portfolios. What was once two to three hours of individual product input, now only takes minutes. · 60–80 hours a month average time savings for the customer success team by switching to forms. · Time savings of over 20% for the marketing team when launching new customer marketing programs. CONSIDERATIONS FOR FINANCIAL SERVICES ORGANIZATIONS LOOKING TO COLLECT DATA AT SCALE TO HELP THEIR CUSTOMERS Organizations that collect the most sensitive types of data, such as financial and healthcare information, need to be heavily focused on security and compliance. Even if an organization isn’t in healthcare or financial services, it’s important to choose a data collection platform that adheres to strict compliance regulations such as PCI DSS Level 1, GLBA, HIPAA, FERPA, and more to build trust with customers and offer peace of mind. Learn More Learn more about FormAssembly for Salesforce on AppExchange.