In today's digital landscape, businesses are constantly seeking ways to enhance their operational efficiency while ensuring data integrity and security. One effective strategy is to leverage Salesforce native products. These applications, built directly on the Salesforce platform, offer a wealth of benefits that streamline processes and bolster productivity. Let's dive into why Salesforce native products are essential for modern organizations.
Data Integrity & Security
One of the foremost advantages of Salesforce native products is that they ensure data integrity and security. Since these applications are built directly on the Salesforce platform, your data always stays in this secure environment. Thanks to the unified object model, your information remains synchronized across all applications and Salesforce products. With this setup, data transactions are reliable and consistent, significantly reducing the risk of errors that can arise from data mismatches.
Enhanced Productivity
Salesforce native products are designed to enhance productivity. Their seamless nature means that users can easily activate and maintain them without the hassle of managing multiple systems. Salesforce's regular updates—scheduled three times a year—favor native products because there is no integration to fix, no troubleshooting and no maintenance. The common object model allows native applications to communicate effortlessly without the need for additional code or connectors.
In contrast, non-native products require maintaining a separate sales stack, introducing another potential point of failure. If issues arise in either Salesforce or a complementary platform, it can disrupt all revenue processes. With native products, simplicity is key: if Salesforce is running, your native products are running too.
The following are five Salesforce and Formstack technology partners that use Formstack for data collection or document automation or both as part of their offerings.
1. Centro: Opening the Slack Ecosystem
Centro is a prime example of a native Salesforce app that bridges the gap between Salesforce and Slack. Centro keeps conversations and collaborations flowing seamlessly by embedding Slack within Salesforce and enabling bi-directional syncing. Teams using Centro experience significant productivity gains by leveraging Formstack Documents to regenerate documents based on changes made in Salesforce. These regenerated documents can then be easily shared and sent for signature directly from Slack, streamlining workflows for sales teams, healthcare workers, and nonprofits alike.
For instance, Centro has proven invaluable for mutual customers, allowing teams to maintain an audit trail of changes while boosting efficiency across the board. Click here for a live demo.
2. TaskRay: Project Management Made Easy
Another stellar native app is Taskray, a project management platform that delivers a unified experience for managing onboarding, implementations, and installations across teams and customers. TaskRay expedites the handoff from sales to project kickoff by centralizing customer data and insights, ensuring teams have everything needed to deliver faster time-to-value and a cohesive experience from the start. When integrated with Formstack, Taskray allows teams to create complex workflows and triggers that ensure every customer receives the attention they need for a successful launch.
A mutual customer has utilized Formstack and Taskray to establish a triage workflow that routes service requests efficiently across their 20+ regions and hundreds of third-party vendors, leading to quicker resolutions for residents.
3. Mogli: SMS Engagement Redefined
Mogli is a mobile-first digital engagement solution built on Salesforce that allows organizations of all types to boost engagement by delivering an intuitive SMS experience. Leveraging flows and automation in Salesforce helps organizations save time while improving the user experience through appropriately timed communications delivered directly to their mobile devices.
Combining the power of complementary tools from the AppExchange, such as Mogli and Formstack, makes it possible for organizations to level-up both their operations and stakeholder engagement. As an example, prospective students can quickly connect with the university's admissions team during campus tours by scanning a QR code and starting a text conversation. The admissions team can then send a prefilled Formstack Form directly to the prospective student’s phone for easy completion. By providing a quick and easy way for prospective students to connect with admissions counselors, universities leveraging Mogli + Formstack are increasing engagement and interest.
By streamlining communications and simplifying the user experience, Mogli and Formstack empower organizations to engage more effectively with their audiences. Whether it's boosting admissions engagement, facilitating event registrations, or enhancing donor relations, this powerful combination of tools ensures that interactions are both timely and impactful. In an increasingly mobile world, organizations that adopt these solutions ,such as YMCA of Delaware , are better positioned to meet the evolving expectations of their stakeholders and drive meaningful outcomes.
Mogli combined Forms for Salesforce to create a process for teachers to share student stories. Teachers text a keyword to start a chat, where they provide basic details about the student/experience. A link to a pre-filled Formstack form is then sent back to the teacher, asking for more in-depth information. Their response data is automatically synced to Salesforce, making it easily accessible.
The education, nonprofit, and financial services sectors leverage Mogli alongside Formstack to send bulk messages efficiently. The YMCA of Delaware is a prime example of an organization benefiting from this partnership.
4. Kindsight: Elevating Donor Engagement
Formstack's partnership with Kindsight enhances donor engagement workflows, making it easier for organizations to build donation forms, generate donor receipts, and manage event registrations. With Kindsight's native app, ascend, and Formstack Docs, teams save time on administrative tasks and can generate high-quality documents with a few simple clicks.
Kindsight and Formstack work together to create simpler processes that support nonprofit and higher education institutions so teams can focus on other donor engagement projects. Higher donor engagement often leads to more donations, making this a perfect example of a win/win.
5. Lumary: Streamlining Healthcare Operations
Lumary has partnered with Formstack to optimize operations in the disability and aged care medical sector. By leveraging Salesforce's robust data security alongside Lumary's efficient claims processing, practices can expedite payments and reduce administrative burdens. Having visibility of accurate patient data collected via Formstack Forms for Salesforce means practice staff can intake patient information and rely on the data in Salesforce without combing through multiple systems. Document automation from data within Lumary saves customers valuable time. Lumary customers leveraging Formstack have simplified the patient intake process, ensuring consent forms and waivers are signed. This reduces the burden on medical teams so they can continue focusing on providing exceptional patient care.
An Elevated Customer Experience
Salesforce native products are transforming how organizations operate by ensuring data integrity, enhancing productivity, and simplifying workflows. With powerful integrations like Centro, Taskray, Mogli, Kindsight, and Lumary, businesses can harness the full potential of their Salesforce environment. Embracing native products leads to smoother operations and positions organizations for success in an increasingly competitive landscape. By choosing native solutions, companies can streamline processes, protect sensitive data, and ultimately improve the customer experience.
Are you a software vendor wanting to offer native data collection, document automation or digital signature to customers? Let’s chat, we’d love to be in business with you.
