Case Study: fullOpp streamlines client meetings and documentation with FormAssembly

fullOpp - Customer Case Study

fullOpp is a South Florida-based Salesforce consulting company that works with around 70 clients across healthcare, finance, technology, and other industries. As the firm grew, it needed a better way to manage meeting notes, action items, and project follow-up without spending so much time on manual documentation in Salesforce.

Using FormAssembly, fullOpp created a Salesforce-connected meeting form that could be launched from a button in Salesforce. The form lets the team assign work items during meetings, keeps notes centralized, and helps stakeholders stay aligned; Erick Mahle estimated it saves between half an hour and an hour of documentation time per meeting. fullOpp also uses FormAssembly with some clients and says it is their go-to form solution.

fullOpp

Erick Mahle

Founder