FormAssembly Partner Highlight: Attain LLC

Form Advocate
Marisa Lopez

West Coast Senior Business Manager

We recently spoke with Marisa Lopez, West Coast Senior Business Manager at Attain, LLC. Attain is an industry leader in providing management, technology, and strategy consultation services throughout several key industries. Marisa is part of the Salesforce Services Group, which is dedicated to providing quality solutions for higher ed and nonprofit organizations. In this partner highlight, you’ll learn more about Attain’s services and how they use FormAssembly to help clients.

What kind of services does your organization provide?

On the nonprofit side, Attain consultants focus on highly complex enterprise-level implementations. These consultants work with organizations that have federated models. On the higher education side of things, we work with many top colleges across the country, including UCSF, Stanford, and the Leeds School of Business at the University of Colorado.

In general, Attain’s differentiator is that we have a “one team” approach with the Salesforce group to develop long-term relationships and create customer success.

What goals are your clients looking to achieve?

Clients are usually looking to scale up their programs and maximize their impact. Across the board (in both nonprofit and higher ed), organizations need to have the best plan for CRM strategy within a broad range of enterprise toolsets in order to minimize tech debt and streamline how the organization needs to function to support best in class business processes.

What are some of the main ways you use FormAssembly with your clients?

We use FormAssembly in all kinds of ways. In many projects, we use FormAssembly to display forms within a Salesforce Community. For example we replace the standard community profile page with a FormAssembly form that allows the user to review and update information from several Salesforce objects at once. In the higher ed space, we design many forms for the full life-cycle from recruiting to alumni projects, allowing schools to interact with constituents.

What are some of the benefits that your clients have experienced?

Clients have definitely experienced growth in terms of expanding their reach. In the case of alumni, it’s really increased engagement levels. This group of individuals is enthusiastic and wants to engage and socialize with each other. That engagement leads to donations for colleges and universities, but that comes as a result of genuine and authentic relationships with the alumni association. We tailor projects to the audience in order to create these results.

For nonprofit clients, like the ADL (Anti-Defamation League) and the B.A.A. (Boston Athletic Association), they’ve received a lot of positive attention from Salesforce.org and have had success stories featured on Salesforce.

How did FormAssembly help your clients overcome pain points and challenges?

Our clients like how FormAssembly interacts with Salesforce and how it’s able to automatically pull in data. They appreciate the flexibility and simplicity required to update and change forms easily, which keeps things more dynamic.

Clients can also change the look and feel of their form projects to fit specific needs and fit in nicely to a community. Also, payment processing is hugely beneficial, and a lot of clients leverage the ability to connect to Chargent.

Do you have plans to expand your use of FormAssembly in the future?

Yes, FormAssembly has been tried and true for many years. A lot of the consultants on the team at Attain have been in the space for over 10 years, and they absolutely plan to continue to use FormAssembly to implement projects for their clients.

We not only love the tool, but we have a really good relationship with the people at the company, and help is accessible. We’ve been working with FormAssembly for many years and we are cheering on the company’s success!

We not only love the tool, but we have a really good relationship with the people at the company.

Learn more about Attain’s featured FormAssembly projects

Chris Pifer, Principal Consultant at Attain LLC, led the charge on a massive FormAssembly project for the Boston Athletic Association. Using FormAssembly, Chris and the team at B.A.A. developed a powerful web form process that helped thousands of runners and volunteers sign up for events at the Boston Marathon. You can learn more about this project in the Boston Athletic Association case study.

Become a FormAssembly partner

The FormAssembly Partner Program is a way for consulting agencies and Salesforce organizations to offer clients the best and most secure data collection platform available. Become a partner today to secure a client discount, your own free FormAssembly account, and access to expert training and resources.

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