Vicki Moritz-Henry
Head of Training
Case study snapshot
FormAssembly is proud to sponsor and highlight Supermums, an initiative started by Certified Salesforce Administrator and Sales Cloud Consultant, Heather Black. Heather founded Economic Change, a Salesforce consulting agency that helps nonprofit groups in the United Kingdom establish strategy-driven results through technology. Supermums is a growing offshoot that empowers working parents around the world in their pursuit of well-paid, flexible, and established careers working in Salesforce.
Not only does Supermums use FormAssembly throughout various training programs for participants, but staff members also implement web forms internally. FormAssembly provides an easy-to-use data collection platform for a variety of needs and projects.
About Supermums
- Trains and equips mothers and fathers who desire to return to the workforce after a period of caring primarily for their children and families.
- Provides a hands-on program that incorporates FormAssembly as part of third-party software and application training.
- Supermums students offer over 3,600 hours of pro bono support to 92 charities in the United Kingdom.
Challenge
Manual styling and upkeep
One of my biggest pain points was the designer we needed to use for our last solution.
”One of my biggest pain points was the designer we needed to use for our last solution,” Vicki reported.
The form designer Supermums previously used required users to have Microsoft Word downloaded on each computer, and it didn’t support Office 365 or Mac. Since these systems were both heavily used by the Supermums team, it was a frustrating problem. Whenever staff needed to update a form, the styling process was manual and slow.
Solution
An array of practical features
FormAssembly’s field mapping functionality is a top-notch feature.
The team at Supermums enjoys FormAssembly’s e-signature functionality, with the validation through email for added authentication. The Salesforce Prefill Connector also saves time and manual effort when it comes to completing necessary fields. Vicki shared that FormAssembly’s field mapping functionality is a top-notch feature that allows logging all the forms in Salesforce connected to the related Contact. FormAssembly’s styling, branding, and customization options are also much easier to use than other solutions and provide a consistent look and feel for both staff and form respondents.
In the near future, Vicki shared that Supermums plans to move all online forms to FormAssembly. Previously, the organization’s web forms were spread out over multiple different solutions. This change will save substantial time, since staff will no longer need to search for where a form originated. Using FormAssembly also helps with branding and consistency.
As an organization, Supermums will be utilizing the e-signature feature for the EMEA admin cohort starting in November, and for the first admin cohort in the United States starting in December. The team at Supermums also plans to move all forms requiring GDPR compliance over to FormAssembly.