SOLVE IT STORIES TALES OF CUSTOMER SUCCESS FROM OUR PARTNERS THE SUCCESSFUL OUTCOME Within one week of implementing Formstack, Tri Counties Bank was able to create a secure online PPP loan application using Formstack’s Forms for Salesforce solution. With Formstack’s simple drag-and-drop interface, Salesforce native capabilities, and the ability to build off of Salesforce objects, Tri Counties Bank required no mapping of fields, coding, or data syncing when using the solution. As a result of the successful implementation, Tri Counties Bank was not only able to automate its entire loan application process from data collection to final documentation production within Salesforce, but it also saved countless jobs through the successful funding of loans efficiently. THIS HAS RESULTED IN ... · The origination and funding of 4,700+ loans totaling $633 million · The preservation of 66,000+ jobs from local businesses within local communities · A decrease in manual data entry and coding by employees CONSIDERATIONS FOR CUSTOMERS NEEDING TO AUTOMATE THEIR DATA COLLECTION PROCESSES: · Decrease the presence of data silos across an organization. Reducing data silos is important because not only does it unify the organization, but it also ensures that its customers are having a seamless experience across each touchpoint. In order to prevent data silos, businesses should invest in digital technology that simplifies cross-department collaboration. · Stay cautious about the number of tools your business is using. Often businesses will have a number of apps or tools that may share similar functions, which is not only a waste of money but also can stunt innovation. Research before investing in new software; the key is to look for digital technology that can work cross-functionally across different teams. Learn more Learn more about Formstack for Salesforce on AppExchange.