Challenge
The Pacers use Salesforce to track all their customer data, including information on season ticket holders. Account reps had to perform multiple manual steps to pull ticket data on these accounts, which was a complicated and time-consuming process. Hours were wasted on repetitive, manual data pulls and downloads, taking away precious customer-facing time from employees.
Solution
Using Formstack for Salesforce, the digital marketing team created a highly stylized, branded form for ticket sales. Customer data is now pulled directly into Salesforce from the form, without needing additional setup or manual data entry. Account reps can quickly and easily access all customer data, enabling them more autonomy. Reps can easily check ticket orders and RSVPs to provide customers quicker communications and an overall better experience.
FormsEnhance data collection to data workflows with our enterprise-grade, yet easy-to-use no-code online form builder.
DocumentsAutomate revenue-generating documents and transform data into professional, dynamic documents to impress your end customers.
SignCollect digital signatures easily and securely with the eSignature solution that is easy for you and your end customers.
Formstack StreamlineMarket-first process automation platform for building error‒free, data‒rich workflows with automatic prefill that reduce costs and risks, and improve efficiency.
SuiteFormstack’s all-in-one solution for online forms, document generation, eSignatures, and automated workflows.
Schedule a DemoSee the platform in action for yourself
Forms for SalesforceSecurely collect and manage data all within your Salesforce org with our market-first native forms solution.
Documents for SalesforceRobust document generation for all your business needs and integrated with Salesforce - from proposals to contracts and invoices.
