Customer Story
Streamlining the Student Experience
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Customer Story
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SFU didn’t have a method for collecting lead information from prospective students directly in Salesforce, outside of a few laborious spreadsheet imports, which were very time consuming. They also didn’t have an easy way to collect required information or documents to help answer cases. Any software they use must meet FOIPPA compliance. Due to the ever-changing needs of their recruitment office, the ability to have functional users outside of their IT department create and adjust forms was a business need.
SFU was able to create a digitized prospective student collection method, as well as organize the case questions forms with required information (and collect attachments), and more, with the Formstack for Salesforce solution. Since Formstack is FOIPPA compliant, it met SFU’s compliance standards. With Formstack’s prefill capabilities, any future surveys or forms sent out to the students are prefilled with the student’s information, which allowed them to not have to ask the same question multiple times, and enabled SFU to build better relationships and engagement with students.
Eliminated manual data entry and established new processes
Enabled student engagement through digital forms
Improved data security with FOIPPA compliant processes
Consolidated software within their tech stack
Time savings and streamlined communications
Easy adjustable forms, direct to objects and fields
SFU didn’t have a method for collecting lead information from prospective students directly in Salesforce, outside of a few laborious spreadsheet imports, which were very time consuming. They also didn’t have an easy way to collect required information or documents to help answer cases. Any software they use must meet FOIPPA compliance. Due to the ever-changing needs of their recruitment office, the ability to have functional users outside of their IT department create and adjust forms was a business need.
SFU was able to create a digitized prospective student collection method, as well as organize the case questions forms with required information (and collect attachments), and more, with the Formstack for Salesforce solution. Since Formstack is FOIPPA compliant, it met SFU’s compliance standards. With Formstack’s prefill capabilities, any future surveys or forms sent out to the students are prefilled with the student’s information, which allowed them to not have to ask the same question multiple times, and enabled SFU to build better relationships and engagement with students.
Eliminated manual data entry and established new processes
Enabled student engagement through digital forms
Improved data security with FOIPPA compliant processes
Consolidated software within their tech stack
Time savings and streamlined communications
Easy adjustable forms, direct to objects and fields
SFU didn’t have a method for collecting lead information from prospective students directly in Salesforce, outside of a few laborious spreadsheet imports, which were very time consuming. They also didn’t have an easy way to collect required information or documents to help answer cases. Any software they use must meet FOIPPA compliance. Due to the ever-changing needs of their recruitment office, the ability to have functional users outside of their IT department create and adjust forms was a business need.
SFU was able to create a digitized prospective student collection method, as well as organize the case questions forms with required information (and collect attachments), and more, with the Formstack for Salesforce solution. Since Formstack is FOIPPA compliant, it met SFU’s compliance standards. With Formstack’s prefill capabilities, any future surveys or forms sent out to the students are prefilled with the student’s information, which allowed them to not have to ask the same question multiple times, and enabled SFU to build better relationships and engagement with students.
Eliminated manual data entry and established new processes
Enabled student engagement through digital forms
Improved data security with FOIPPA compliant processes
Consolidated software within their tech stack
Time savings and streamlined communications
Easy adjustable forms, direct to objects and fields
SFU didn’t have a method for collecting lead information from prospective students directly in Salesforce, outside of a few laborious spreadsheet imports, which were very time consuming. They also didn’t have an easy way to collect required information or documents to help answer cases. Any software they use must meet FOIPPA compliance. Due to the ever-changing needs of their recruitment office, the ability to have functional users outside of their IT department create and adjust forms was a business need.
SFU was able to create a digitized prospective student collection method, as well as organize the case questions forms with required information (and collect attachments), and more, with the Formstack for Salesforce solution. Since Formstack is FOIPPA compliant, it met SFU’s compliance standards. With Formstack’s prefill capabilities, any future surveys or forms sent out to the students are prefilled with the student’s information, which allowed them to not have to ask the same question multiple times, and enabled SFU to build better relationships and engagement with students.
Eliminated manual data entry and established new processes
Enabled student engagement through digital forms
Improved data security with FOIPPA compliant processes
Consolidated software within their tech stack
Time savings and streamlined communications
Easy adjustable forms, direct to objects and fields
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SFU didn’t have a method for collecting lead information from prospective students directly in Salesforce, outside of a few laborious spreadsheet imports, which were very time consuming. They also didn’t have an easy way to collect required information or documents to help answer cases. Any software they use must meet FOIPPA compliance. Due to the ever-changing needs of their recruitment office, the ability to have functional users outside of their IT department create and adjust forms was a business need.
SFU was able to create a digitized prospective student collection method, as well as organize the case questions forms with required information (and collect attachments), and more, with the Formstack for Salesforce solution. Since Formstack is FOIPPA compliant, it met SFU’s compliance standards. With Formstack’s prefill capabilities, any future surveys or forms sent out to the students are prefilled with the student’s information, which allowed them to not have to ask the same question multiple times, and enabled SFU to build better relationships and engagement with students.
Eliminated manual data entry and established new processes
Enabled student engagement through digital forms
Improved data security with FOIPPA compliant processes
Consolidated software within their tech stack
Time savings and streamlined communications
Easy adjustable forms, direct to objects and fields
SFU didn’t have a method for collecting lead information from prospective students directly in Salesforce, outside of a few laborious spreadsheet imports, which were very time consuming. They also didn’t have an easy way to collect required information or documents to help answer cases. Any software they use must meet FOIPPA compliance. Due to the ever-changing needs of their recruitment office, the ability to have functional users outside of their IT department create and adjust forms was a business need.
SFU was able to create a digitized prospective student collection method, as well as organize the case questions forms with required information (and collect attachments), and more, with the Formstack for Salesforce solution. Since Formstack is FOIPPA compliant, it met SFU’s compliance standards. With Formstack’s prefill capabilities, any future surveys or forms sent out to the students are prefilled with the student’s information, which allowed them to not have to ask the same question multiple times, and enabled SFU to build better relationships and engagement with students.
Eliminated manual data entry and established new processes
Enabled student engagement through digital forms
Improved data security with FOIPPA compliant processes
Consolidated software within their tech stack
Time savings and streamlined communications
Easy adjustable forms, direct to objects and fields
SFU didn’t have a method for collecting lead information from prospective students directly in Salesforce, outside of a few laborious spreadsheet imports, which were very time consuming. They also didn’t have an easy way to collect required information or documents to help answer cases. Any software they use must meet FOIPPA compliance. Due to the ever-changing needs of their recruitment office, the ability to have functional users outside of their IT department create and adjust forms was a business need.
SFU was able to create a digitized prospective student collection method, as well as organize the case questions forms with required information (and collect attachments), and more, with the Formstack for Salesforce solution. Since Formstack is FOIPPA compliant, it met SFU’s compliance standards. With Formstack’s prefill capabilities, any future surveys or forms sent out to the students are prefilled with the student’s information, which allowed them to not have to ask the same question multiple times, and enabled SFU to build better relationships and engagement with students.
Eliminated manual data entry and established new processes
Enabled student engagement through digital forms
Improved data security with FOIPPA compliant processes
Consolidated software within their tech stack
Time savings and streamlined communications
Easy adjustable forms, direct to objects and fields
SFU didn’t have a method for collecting lead information from prospective students directly in Salesforce, outside of a few laborious spreadsheet imports, which were very time consuming. They also didn’t have an easy way to collect required information or documents to help answer cases. Any software they use must meet FOIPPA compliance. Due to the ever-changing needs of their recruitment office, the ability to have functional users outside of their IT department create and adjust forms was a business need.
SFU was able to create a digitized prospective student collection method, as well as organize the case questions forms with required information (and collect attachments), and more, with the Formstack for Salesforce solution. Since Formstack is FOIPPA compliant, it met SFU’s compliance standards. With Formstack’s prefill capabilities, any future surveys or forms sent out to the students are prefilled with the student’s information, which allowed them to not have to ask the same question multiple times, and enabled SFU to build better relationships and engagement with students.
Eliminated manual data entry and established new processes
Enabled student engagement through digital forms
Improved data security with FOIPPA compliant processes
Consolidated software within their tech stack
Time savings and streamlined communications
Easy adjustable forms, direct to objects and fields
SFU didn’t have a method for collecting lead information from prospective students directly in Salesforce, outside of a few laborious spreadsheet imports, which were very time consuming. They also didn’t have an easy way to collect required information or documents to help answer cases. Any software they use must meet FOIPPA compliance. Due to the ever-changing needs of their recruitment office, the ability to have functional users outside of their IT department create and adjust forms was a business need.
SFU was able to create a digitized prospective student collection method, as well as organize the case questions forms with required information (and collect attachments), and more, with the Formstack for Salesforce solution. Since Formstack is FOIPPA compliant, it met SFU’s compliance standards. With Formstack’s prefill capabilities, any future surveys or forms sent out to the students are prefilled with the student’s information, which allowed them to not have to ask the same question multiple times, and enabled SFU to build better relationships and engagement with students.
Eliminated manual data entry and established new processes
Enabled student engagement through digital forms
Improved data security with FOIPPA compliant processes
Consolidated software within their tech stack
Time savings and streamlined communications
Easy adjustable forms, direct to objects and fields
