Matthew J. Farruggio
Vice President
Case study snapshot
As a FormAssembly customer, CQ Infused Beverages has worked with FormAssembly’s Implementation Services team extensively. The Implementation Services team provide a suite of offerings aimed at helping businesses get more out of FormAssembly through trainings and customized form configurations. With the help of Implementation Services, CQ Infused Beverages revolutionized their initial order process and created a customer portal for self-service account management using FormAssembly forms.
About CQ Infused Beverages
CQ Infused Beverages, LLC is a B2B subscription-based beverage company that provides a proprietary, patent-based infused beverage system in which customers transform their existing water, iced tea, club soda, or lemonade into a variety of specialty infused beverages by adding the company’s purees.
Why implementation services?
Vice President, Matthew J. Farruggio discovered that the Implementation Services options offered through FormAssembly were not only cost-effective and productive, but each solution opened up endless opportunities to strategize and create new growth.
“There’s so much you can do by reaching out to Implementation Services. They’re going to be able to find workarounds and help you accomplish your goals. They’ll not only tell you it’s possible, but actually make it happen.”
Challenge
A Time-Consuming Initial Order Process
Thanks to Andrea on the Implementation Services team, we transitioned from impersonal PDF agreements to smart, simple, clean forms that our subscribers love. She killed it.
Before finding FormAssembly, CQ Infused Beverages handled the initial order process and subscription agreements using PDF forms and EchoSign, which Farruggio said were “a nightmare” to get customers to sign. This process took weeks of time and resulted in a sub-standard user experience.
Solution
Easier, Quicker Subscription Agreements
“It’s exactly what we needed, and has made a huge difference for us, and more importantly our subscribers“
FormAssembly’s Implementation Services team provided the form expertise necessary to create sophisticated subscription agreement documents that not only saved large amounts of time (as much as a 90 percent reduction in Farrugio’s estimation) but also lowered the customer acquisition cost by simplifying the initial order process.
“It used to be a major issue, and now it’s no longer an issue, period,” Farruggio said.
FormAssembly makes subscription agreement documents easy to fill out and process. First, account information is automatically pulled into any agreements, reducing customer effort. Additionally, a confirmation page can be sent to customers, allowing them to review a document and sign it with FormAssembly’s e-signature feature.
People can and are filling out forms on their own, but Farruggio said they’re seeing the greatest benefit from sending partially completed forms to customers for them to review and sign.
“To simplify the process even more, we send prefilled agreements after sales call. Less barriers translates into more subscribers.” Farruggio said.
From smart validations to the way the forms connect with Salesforce to their mobile responsiveness, Farruggio said he’s more than satisfied with the work of FormAssembly’s Implementation Services team.
“I’m thrilled with it,” Farruggio said. “I recommend FormAssembly to everyone.”
