Case Study: FormAssembly achieves clearer customer automation focus with Elements.cloud

FormAssembly understands what their customers should automate with their platform

FormAssembly, a trusted data collection platform for 4,000 customers worldwide, needed a clearer way to help its customers understand what to automate and where to focus to maximize their investment. The challenge was making complex Salesforce-integrated, high-security form and data collection workflows easier for clients to grasp.

Using Elements.cloud, FormAssembly gained a much clearer picture of its processes, helping the client understand everything more easily. According to the case study, the result was improved clarity for customers and stronger communication around automation opportunities, with Peter Bernardi, Solutions Engineer, noting that “With Elements we had a much clearer picture and the client understood everything.”

FormAssembly

Peter Bernardi

Solutions Engineer