4 Ways to Accelerate Business Processes With Web Forms
There just aren’t enough hours in the day.
Chances are you’ve said that, thought that, or heard someone else expressing the same sentiment. And unfortunately it often feels all too true. With a growing to-do list, your day never seems to get any longer.
While it would be awesome if Hermione Granger’s time turner actually existed (yes, that’s a Harry Potter reference) and we could all fit 12 hours of work into an eight-hour day, but that’s simply not possible.
When business won’t slow down long enough for you to get through all the things you need to do in a day, the best alternative is to figure out how to do your work faster or simplify the process.
That’s exactly what web forms do. Almost everything you do at work can benefit from a well-defined process, and almost every process can be translated into a form, saving you time, reducing repetitive work, cutting out bottlenecks, and helping you get more done in less time. It’s not magic; it’s just the power of web forms.
Here are four ways to accelerate business processes with web forms.
1. Faster Customer Onboarding
Are you gaining customers faster than your onboarding process can handle them? Maybe it’s time to start looking for ways that your customer onboarding procedures can be accelerated. Maybe there are steps in your process that don’t contribute to greater customer satisfaction and understanding. Maybe there are parts of your process that can be eliminated or automated. Maybe you’re still relying on paper forms and adding waste instead of cutting it out.
Whatever the reason, it’s important to go back to basics with your customer onboarding process and consider what information you really need to get out of the process. Ask yourself:
- What is it most important to learn from the customer?
- Who in my company needs to know what information?
- What’s the simplest way for me to gather client information and deliver to members of my team that need to know it?
- Do I need to have a phone call or in-person meeting, or could this information more easily be gathered in a web form?
- Where does miscommunication usually happen during onboarding and is it a people problem or a process problem?
If your onboarding process contains standard questions that every client answers before beginning an engagement, it saves time on your end and theirs to create a web form to allow them to answer those questions at their own pace and submit them to you when they’re finished.
Dharma Merchant Services was able to streamline their own onboarding process and reduce the time it usually took by 78 percent by implementing a FormAssembly web form onboarding solution. In addition to the drastic time savings, other benefits they saw included:
- Happy customers and positive feedback
- Less back-and-forth over the onboarding processes
- Elimination of communication bottlenecks
- Reduced time spent on the phone by salespeople
2. Streamlined Internal Processes
Sometimes it’s not client work that slows you down, it’s everything else. At FormAssembly, we use web forms to speed up several internal processes and the result is less time spent on minor details and administrative work and more time spent on improving FormAssembly and keeping our customers satisfied.
Here are some of the main ways we use FormAssembly to speed up internal work on our own team:
- New Hire Onboarding: FormAssembly can be a lot to learn when new hires first start jumping into the tool and understanding its uses and benefits. To get people up to speed quickly, we use a guided training (built on FormAssembly) that leads new hires through FormAssembly, from the basics to more advanced info. The form also acts as a sort of quiz to test team members’ knowledge and see how well they’re catching on to how FormAssembly works. The training is self-guided and frees up other managers from extensive onboarding work with the new members of their team. All it takes is a quick check-in on answers to each section of the training to gauge teammate understanding and see if some areas still need work.
- Vacation Requests: “Don’t you remember I told you I was going on vacation this week?” is not something you’re likely to hear someone from FormAssembly saying. There’s no need to when you have a form customized for vacation requests and a process of putting days off directly into a shared Google calendar. This saves us from a lot of potential misunderstandings and back and forth.
- Activity Planning: Planning our team reunion was no small feat, but it could have taken way longer without the help of custom reunion planning forms. These forms let us quickly enter our activity preferences and shoot off a response, saving our awesome HR Specialist the time of having to poll each employee individually or get lost in an unproductive email thread about the reunion.
- Writing Blog Posts: We recently started a blog series highlighting members of our team (we’ll be profiling everyone eventually!) and sharing information that helps you get to know them on a more personal level. Because the questions in these employee highlights are largely the same or similar, the process translated perfectly to a web form that gets sent by a link to each team member a few weeks before their highlight is scheduled to go out on the blog.
In addition to these examples. We also have a few handy forms designed to help us look up information faster, eliminating most of the “Where do I find that again?” questions. In short, we’re pretty keen on web forms and use our own product in multiple ways to make quick work of repetitive or time-consuming tasks.
3. Web-to-Anything Forms
We help companies drive leads, which means creating more opportunities for faster, more meaningful connections with potential customers. It’s one of our key FormAssembly uses, which is why we’re so proud of our Web-to-Lead (or, Web-to-Anything, as we call it) forms.
Here are a few examples of how we speed up our customer lifecycle with customized and connected (have you heard about our Salesforce integration?) Web-to-Anything forms.
- Our basic contact form routes information to the right channels and makes sure nothing falls in cracks.
- Pre-event forms help us plan our time at conferences like Dreamforce 2016 and set up meetings beforehand so we can get the most out of our time at these events.
- Enterprise demo forms allow potential enterprise customers to schedule demos and provide information that helps us deliver demos more tailored to their situation.
- Our Enterprise order form alerts us when an Enterprise order is placed so we can spin up an Enterprise server instance.
4. Better Communication With Smart Partnerships
Some things that seem like they should be so quick and easy just aren’t when you’re dealing with communication systems that don’t talk to each other. For some clients, including Lenovo’s Executive Briefing Center, FormAssembly helps close communication gaps and enable faster communication with key business partners.
FormAssembly, used in connection Salesforce app VisitOps, provided Lenovo with a way to communicate with their non-Salesforce using business partners and speed up progress toward their mission of linking briefings and sales and being able to show the impact their program has on business.
We bet at least one of these scenarios had you nodding your head in agreement. If one of these examples sounds familiar to you, web forms could be the answer to cutting out unnecessary lag in your day-to-day routine.
Start a free trial today and find out how FormAssembly helps accelerate business processes, reduce unnecessary work, improve communication, drive leads, and speed up your workflows.