[Customer Story] FOR Energy
“An audit takes a while...so to be able to shave time off of that is pretty valuable for the customer experience.”
Challenge
FOR Energy had not yet connected their GoFormz account to Salesforce, requiring in-field auditors to re-enter quote information that was already captured within their digital forms. This resulted in delayed quote generation and inefficient workflows.
Solution
FOR Energy utilized GoFormz’s Salesforce integration in tandem with Automated Workflows to streamline field data entry, save time during audits, and simplify the administrative processes required to generate sales quotes for customers.
Results
Significant time savings of 20 hours/week
Data is easily passed between field auditors digital forms and Salesforce records
Submitted forms instantly populate a quote for sales team members
Auditors can fill out forms digitally within an interface they recognize and understand
Enhanced customer experience
To learn more, read the full FOR Energy case study, or explore our entire collection of customer stories here.
