Case Study: Servio Consulting streamlines higher education workflows with Intellistack

Jake Streamlines Higher Education Workflows in Salesforce

Servio Consulting, a Salesforce implementation partner focused on higher education, needed a better way to replace antiquated, siloed processes and streamline tasks like recommendation letters and other data-heavy workflows. Working with Intellistack’s Formstack, they wanted a native Salesforce form solution that could help them build client-ready workflows without complex integrations or field mapping.

Intellistack implemented Formstack inside Salesforce so Servio Consulting could create forms directly in the platform, use prefilled URLs, and automate the collection of recommendation letters and other information. The result was faster form creation, improved data collection, and greater efficiency; Servio has since reused the same workflow about 10 times across different institutions, reducing manual matching and turnaround time.

Servio Consulting

Jacob Melendy

Solutions Manager