TechBridge Helps Big Brothers Big Sisters Metro Atlanta Create Vision for Growth with FormAssembly
per year saved in total resources
sheets of paper saved annually
decrease in time to process applications
New applications make connection to Salesforce easy
After the initial phase, TechBridge moved on to the delivery of work. TechBridge implemented a Salesforce database to house information from volunteer applications and program applications. As a result of those changes, they could also run reports on the data provided.
Two FormAssembly forms were created to capture incoming information and send it to Salesforce. An integration with scheduling tool Calendly automated the process even further. With this improvement, the process for volunteer and program applications no longer centered around emailed PDFs, documents that had to be filled out by hand, and large stacks of paper.
“In the new process, I could get an email and fill out an online form in FormAssembly that would populate Salesforce. It would give the team some workflow email alerts to follow up with that individual and schedule the interview,” Williams said.
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