Leverage Digital Form Data to Supercharge Your Business Testing

Digital form data goes beyond completing a form

You’re ready to start running some tests in your business - great! Everyone should be running tests to improve workflows, productivity, conversion rates, and even safety protocols. But how do you know what to test first? The options are limitless, after all. This is where data extracted from digital forms comes in. 

Digital Forms Give Better Data Than PDFs

You might be wondering if your PDFs can give you the same data. In short, yes they can. But one thing to keep in mind is that a PDF is only going to show you the information; it’s not going to extract that data and do anything with it. If you use a digital form you’ll be able to automate your data into your workflows without manual data entry.

Digital forms also give you real-time access to your data. By using GoFormz to pull information into other platforms, or even review it as a spreadsheet, you can do so as soon as the form is submitted. This means you avoid waiting for downloads, emails, and data compilation.

Let Integrations Tell You Where to Focus First

Between native integrations and the open API, GoFormz can work with any platforms you’re already using. If you’re already tracking customer data in a CRM like Salesforce or monitoring company resources with an ERP like Acumatica, GoFormz can simplify your workflows. Not only does your data end up where it needs to be faster, but you also get to spend your time where it matters most: analyzing that data. 

Once your data is automatically compiled for you, you can start to identify important trends. Look at semi-annual, quarterly, and even monthly comparisons to try to identify patterns or trends in your data. If you’re looking at customer retention, for example, how many interactions generally take place for your longest-lasting customers? What about first-time conversions, do they happen on their own? Or does your team communicate with these converted customers first? Once you start to notice patterns you can build out tests to ramp up your business.

How Important Is Testing?

Testing should be the backbone of your business decisions. If you’re not testing and trying new things, your business can grow stagnant, or even fall off your potential customers’ radar entirely. Testing isn’t just important to growing your business, however. It can be a key piece of the puzzle in streamlining your business too. You can even use tests to measure productivity, efficiency, and new tools to see what makes your business work best.

One testing element to keep in mind is patience. Everyone wants results quickly, but patience is where you’ll start to see actionable results. Ensure that your tests only change one small item at a time. Maybe it’s a new format for your emails, maybe it’s changing your work order forms from paper to digital. Whatever your change is, let that test run by itself until you have enough data to start pulling conclusions from it. Let that test complete, compare it to your baseline data from before the change was made, and decide from there. Then move on to your next test. If you try to run too many changes concurrently, you risk skewing the data and won’t be able to see which change had the most impact.

When it comes to running tests in your business, always set your goals first. It’s a lot easier to build a road map when you know where you want to end up. And if you need any help making sure your digital form data is doing all it can, never hesitate to reach out to the GoFormz support team. We’re here to help your business run the best it possibly can.