FormAssembly
122 Case Studies
A FormAssembly Case Study
Campus Compact, a nonprofit organization supporting over 500 college campuses, faced a significant challenge with its inefficient membership renewal process. Their previous method relied on manual Google searches, repetitive phone calls, and data entry, which created data silos and errors that hampered effective member engagement. To overcome this, they turned to FormAssembly to automate and improve their workflows.
By implementing FormAssembly's form-building solution integrated with Salesforce, Campus Compact automated its renewal process. The vendor's tools, including features like prefill and conditional formatting, allowed the organization to create a streamlined account query tool and a new renewal form. This eliminated manual data entry, enabled personalized member interactions, and transformed renewals into a lead generation tool, effectively doubling their points of contact. FormAssembly provided significant time savings and gave the organization instant access to accurate data to improve outcomes.