3 Digital Form Automations for Retail Teams

Elevate your retail collaboration and productivity with these powerful data collection automations

Retail teams are faced with the challenge of providing an excellent customer experience all while maintaining low operating costs. Paper forms create a significant amount of work for team members and often are disorganized and inaccurate. Manual data entry processes are not only time-consuming but inefficient and expensive. Form fields are often left blank or incorrect which creates duplicative work riddled with human error. 

In order to save time and money, retail teams are switching to digital forms. To collect retail operational data more efficiently, your business needs to utilize the automations available within your online form builder. Document automation can be solved by finding a digital forms software that fits the needs of your organization’s existing operations. With GoFormz’s drag-and-drop functionality, even the least technologically savvy can build custom and dynamic forms. And, with offline functionality, your team can collect forms from their mobile devices, anytime and anywhere.  By creating form templates within the GoFormz form builder, you can collect necessary information from your customers and employees to improve your business operations. 

GoFormz’s robust capabilities ensure that your team can focus more on the customer and less on the mundane tasks of processing paper documents. Learn more about the three automation that retail teams are utilizing to improve their business processes and save money:

Email completed forms to team members  

For retail locations, having insight into your team’s productivity is critical. You can create digital forms that look and feel exactly like your paper forms. And, when these forms are completed, you can automatically send them to the necessary departments.  You can completely transform your timecard process by implementing Automated Workflows within the GoFormz form builder.

For example, your retail staff can fill out a mobile form for their weekly timecard. Upon completion, this form can be sent directly to management for approval or accounting for processing. You can even be notified immediately when team members are tracking overtime hours. 

Integrate with your favorite applications

GoFormz provides users with the ability to integrate their digital forms with a variety of cloud-based applications that your business may already be using. You can automatically upload your completed forms to corresponding folders within Box or Drive. Input form data can be used to instantly create or update Salesforce records, Smartsheet rows, Quickbooks records, and more. 

With these integrations, you no longer need to manually scan and upload paper documents. Completed forms can be instantly routed to the correct folders based on inputted form data. Storing even the most important forms like legal documents in a safe and organized filing system.

Learn more about the benefits of utilizing the Box integration.

Instantly update dashboards 

Finding an online forms app that allows you to capture real-time data will give you better insight into your retail team’s operations. Using GoFormz for automatic data capture ensures that your team is staying on top of your daily reporting, without the manual labor of crunching numbers and reports. With Automated Workflows, you can set up reports to automatically run at daily, weekly, or monthly intervals and then emailed directly to a GoFormz user. This saves your team a tremendous amount of time and provides insight into your organization’s potential bottlenecks.

GoFormz’s automated data collection software can transform your retail operations by saving your team time and money. Read more about the three digital checklists that every retail team needs in this blog post.