Case Study: SOLVD achieves highly compliant, paperless workflows with Intellistack

Spencer Creates Highly Compliant Workflows in a Snap

SOLVD, a Salesforce consulting firm serving SaaS and financial services clients, needed a way to build highly compliant workflows that met strict regulatory requirements while integrating smoothly with Salesforce. They also wanted to reduce paper-based processes and avoid storing or replicating sensitive data across multiple platforms.

Intellistack provided the solution with Formstack, giving SOLVD a simple, elegant workflow platform that fit their compliance needs and supported digital data collection and e-signatures. The result was faster, paperless processes and better customer experiences, with SOLVD reporting that Intellistack has “single-handedly won us certain deals” thanks to its strong support and high compliance standards.

SOLVD

Spencer Lowe

Chief Executive Officer