Lenovo Connects Briefing Program Information to Salesforce through FormAssembly + VisitOps
Case Study Snapshot
In the Spring of 2015, Lenovo’s Executive Briefing Center began working with
About the Lenovo Executive Briefing Center
- Assists sellers and partners with information to make informed buying decisions.
- Sales reps and business partners request detailed briefings for their customers.
- Lenovo designs the experience, provides the resources, and coordinates with SMEs.
- A full-featured visit management app built for Salesforce.
- Features include a color-coded calendar system and room management tools.
- Specialties include process design, workflows, team dynamics, and visual controls.
Lack of Visibility into Program Value
The ability to link briefing information to critical sales data in Salesforce is a huge benefit for a company like Lenovo that seeks to understand how briefing programs fit into the larger sales process, according to Diane Lubinskas, President of VisitOps. Before FormAssembly, this value aspect was critically missing from their processes.
VisitOps gave the Executive Briefing Center a level of visibility into the value of their program that they hadn’t had previously, but they wanted to include the value they bring to their partners as well. They needed a way to connect with their business partners that didn’t have Salesforce IDs and couldn’t enter requests in VisitOps.
Connected Web Forms that Bridge Information
Improved business communication with non-Salesforce users.
Lubinskas worked with Lenovo to find a form solution that could bridge the gap between sales information stored in Salesforce and the actions of business partners that weren’t Salesforce members. Her goal was to find a tool that enabled “flexibility, configurability, and the deep connection with Salesforce.”
Successful implementation with FormAssembly’s knowledgeable support team.
Lubinskas appreciated the knowledge and engagement of the sales team, the responsiveness of FormAssembly’s support professionals, and the power of the form building tool itself.
Non-Salesforce users have access through a well-designed web portal.
The Lenovo Executive Briefing Center now uses a web portal, created by
In addition to the seamless Salesforce connectors, Lubinskas also said Lenovo benefits from the many different features of the FormAssembly Form Builder. These include:
- Multiple Languages: FormAssembly’s language capabilities support dual languages for Lenovo’s international locations.
- Repeatable Sections, Multiple Pages, Picklists: The Form Builder’s many different features make forms easier to fill out and better able to handle multiple pieces of information.
- Salesforce Connectors: The Salesforce Prefill and Submit Connectors allow for seamless information transfer to the
- Redirects and Formulas: The Form Builder’s powerful features allow the creation of simple, user-friendly workflows without prior coding knowledge.
With the new web portal featuring FormAssembly forms, Lenovo’s Executive Briefing Center can improve communication with non-Salesforce users, who make up about a quarter of briefing requests, and join their data with the rest of their sales information.
Recruitment forms engage students through creative elements.
Additionally, Maryville leverages dynamic web forms as part of their search efforts. Recruitment staff have created forms with engaging memes, conditional logic, and interactive questions. The goal with this style of recruitment form strategy, Heger shared, is to provide the student with a bit of entertainment as they progress through routine steps.
When it comes to recruitment procedures, Heger said that there’s a significant benefit to having the ability to standardize data they collect from prospective students by using web forms. This is especially true for recruiters, as they travel the country and collect information from prospective students. When that recruitment data is brought back to campus, it’s processed by a team of student workers. With FormAssembly, recruitment staff can ensure that information from leads is consistent and accurate.
Memes populated by conditional questions on form
Student decisions are trackable with enrollment agreement forms.
Maryville also uses FormAssembly web forms to speed up their decision and enrollment processes. Intent forms confirm a student’s decision to enroll at Maryville in an upcoming term. Students can also complete housing applications and submit payments for the Enrollment Advance Tuition Payment required prior to attendance. Using the Prefill Connector, data is pre-populated from Salesforce to eliminate extra time and hassle for the student, as well as prevent duplicate records in the CRM.
Students can also check on the status of their enrollment steps, as they progress through each stage in the process. In particular, Maryville uses forms to streamline the enrollment process for international students, who often need to submit letters of recommendation, resumes, and supplemental documentation. Maryville’s form design allows for these students to easily upload and manage their enrollment materials.
Web forms help support important academic decision processes.
Maryville leverages FormAssembly’s capabilities to creatively streamline some of their internal processes, like scholarship forms and surveys.
At the graduate school level, some faculty members help in the admissions decision process. FormAssembly provides a workaround for faculty who need student information, but don’t have administrative access to a Salesforce account. To address this issue, Maryville uses a two-step form with prefilled data, in which faculty can make admissions decisions directly within a student’s form based upon the populated information.
Web forms also help the university alleviate frustration in the process of awarding scholarships. Most recently, Maryville used a two-step Presidential Scholarship form that current students and faculty/staff used to evaluate prospective student interviews. As a result of the new process, the university was able to deliver scholarship decisions to students more quickly and efficiently.
“Ultimately, this gives prospective students a quick turnaround time,” Heger said.
“Lenovo’s vision is to lead the way in how a connection between briefing and Salesforce information can be used to create new customer insights and drive business. The joining of this data opens up a plethora of new analytics and metrics that help them create focused, high-impact briefing experiences for their customers,” Lubinskas said. “And FormAssembly became a huge enabler in helping them achieve that vision.”