Success Story
Industry
Higher Ed
Pahara Institute Stays Connected to Fellows Using FormAssembly + Salesforce
15-20
forms active at any given time
20-24
fellows per cohort (and form responses collected)
680+
responses to the annual network survey
Overview
The Pahara Institute uses education and training to strengthen values-driven leaders committed to transforming public education so that every child is prepared to lead a free and fulfilling life. They use FormAssembly web forms integrated with Salesforce to communicate and connect with their network of fellows and achieve this mission.
Expanding access to Salesforce data
Challenge
Pahara faced the challenge of managing fellowship information scattered across various locations, making it difficult to build a cohesive organizational strategy. Without a centralized system, understanding the personal and professional journeys of their fellows was difficult. As Pahara’s reach expanded, the need for efficiency became critical.
By integrating with Salesforce and leveraging connected web forms, Pahara’s staff consolidated all fellowship data into one place, gaining valuable insights. This integration not only streamlined internal processes—reducing manual updates for time-sensitive events—but also enhanced the experience for fellows by providing user-friendly forms that eliminated unnecessary barriers.
“FormAssembly has been really helpful to us in connecting to our CRM (Salesforce), and more so than other tools, it has allowed us to collect information from the hundreds of fellows in our network and centralize that information.”
Salesforce-connected web forms
Solution
Centralizing fellowship information has empowered Pahara’s decision-makers to take a bigger-picture approach to supporting new cohorts in tailored ways that improve the user experience for fellows. ‘It gives us creativity in how we use Salesforce,’ Neela shared.
Key features that streamline Neela and her team’s daily workflows include the Salesforce Prefill Connector, conditional formatting, form validation, and the Google Connector. ‘As a form tool, it covers a lot of bases. But the absolute game-changer is the consistency of the Salesforce Connectors,‘ Neela noted, highlighting this as a defining feature that sets FormAssembly apart from competitors
Results
With FormAssembly and Salesforce integration, the Pahara Institute has created a seamless and interactive journey for program fellows and their cohorts. This connected approach has streamlined communications, enhanced the overall experience, and saved significant time by eliminating manual Salesforce updates, resulting in a more efficient and impactful program.
15-20
Forms active at any given time
20-24
Fellows per cohort
680 +
responses to annual survey
Related Case Studies
Are you ready for a transitional change in data collection?
Speak with a member of the FormAssembly team today.