Formstack
19 Case Studies
A Formstack Case Study
Simon Fraser University (SFU) needed a method to collect prospective student information and case documentation directly within Salesforce, eliminating time-consuming manual processes. Their challenge was to find a FOIPPA-compliant solution that allowed functional users outside of IT to create and adjust forms to meet their recruitment office's ever-changing needs.
Formstack implemented its Formstack for Salesforce solution to create digitized forms for student recruitment and case management. This FOIPPA-compliant platform improved data security, eliminated manual data entry, and saved costs by consolidating their tech stack. The solution's prefill capability also enhanced student engagement by ensuring they were not asked for the same information repeatedly.