Success Story
Industry
Healthcare
FormAssembly Provides the Perfect Complement to Cal State East Bay with Lead Capture Form
129
forms created to date.
95%
of course enrollment managed with FormAssembly.
700%
increase in leads seen in the year following the switch to Salesforce and FormAssembly.
Overview
Campus staff at Cal State East Bay identified a shortfall in the school’s ability to capture and collect leads through a lead capture form. With no way to track potential students, they knew they were missing out on the ability to capture new applicants. Alongside the school’s Salesforce adoption, FormAssembly became the vehicle by which staff could improve communication while tracking and processing new leads and applications.
Lacking a CRM with a form-building fix
Challenge
Cal State East Bay’s journey to FormAssembly began with its Salesforce adoption. To make the entire CRM implementation process more streamlined, staff decided to fully change the look and functionality of their website in one concentrated initiative. Before the adoption, they were dealing with high volumes of paper throughout various administrative processes, which included student applications.
“FormAssembly came to the top of the list for a website form-builder that could make all these crazy connections between our website, all the forms we used, and Salesforce.”
Complete website overhaul
Solution
The school’s web forms include built-in connectors that sync information to the main database, providing real-time access to student data for more timely and accurate communication. Additionally, FormAssembly opens the door for prospective students to ask more questions, which has a positive effect on starting conversations for future enrollments. FormAssembly’s connectors make it easy for staff to keep information organized as it filters to Salesforce. As an added bonus, those who work directly with FormAssembly report that the setup for each integration is pain-free. Because the campus uses FormAssembly to gather information from the lead capture form, spam maintenance is vital.
Results
Since implementing FormAssembly, Cal State East Bay has seen improved data collection processes across campus. FormAssembly has powered changes using conditional logic, date stamping, and formulas that keep spam entries to a minimum,
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