Case Study: Kasasa streamlines Salesforce client onboarding and saves 80+ hours a month with FormAssembly

Kasasa saves 80+ hours a month with FormAssembly

Kasasa, a company that partners with community financial institutions, faced the challenge of manually collecting and managing client data through scattered spreadsheets. This process was inefficient and made it difficult to retain institutional knowledge, leading them to repeatedly ask clients the same questions. To modernize their data collection and retention, they turned to FormAssembly to create Salesforce client onboarding forms.

The solution implemented by FormAssembly provided automated, dynamic forms that used conditional logic to adapt to each client's specific products. Data was pre-filled from Salesforce and flowed directly into the CRM and other systems via APIs, eliminating redundant questions and ensuring information was retained. As a result, Kasasa saves over 80 hours per month, manages data for 400+ client websites, and has made FormAssembly the most-used technology integration in their Salesforce stack.

Kasasa