Challenge
The Pacers use Salesforce to track all their customer data, including information on season ticket holders. Account reps had to perform multiple manual steps to pull ticket data on these accounts, which was a complicated and time-consuming process. Hours were wasted on repetitive, manual data pulls and downloads, taking away precious customer-facing time from employees.
Solution
Using Formstack for Salesforce, the digital marketing team created a highly stylized, branded form for ticket sales. Customer data is now pulled directly into Salesforce from the form, without needing additional setup or manual data entry. Account reps can quickly and easily access all customer data, enabling them more autonomy. Reps can easily check ticket orders and RSVPs to provide customers quicker communications and an overall better experience.
FormsPower your data collection with versatile online forms that don't require any coding to set up.
DocumentsSimplify document preparation so you can focus your efforts elsewhere.
SignEliminate paperwork for good by letting people review and sign documents from anywhere.
Formstack SuiteStreamline tedious tasks and keep your team organized with Formstack’s suite of productivity solutions.
Forms for SalesforceSecurely collect and manage data all within your Salesforce org with our market-first native forms solution.
Documents for SalesforceRobust document generation for all your business needs and integrated with Salesforce - from proposals to contracts and invoices.
