FormVista

Data capture made easy

Businesses run on data. They are the lifeblood that fuels understanding, enables effective processes and underpin good relationships.

FormVista makes it easy to collect quality data and embed it directly in Salesforce.

Think of all the times you and your colleagues have to update Salesforce. It’s necessary but time consuming and error prone. Now imagine how much better life would be if customers, partners and colleagues could enter all the data they needed in one easy go. No more navigating from record to record; no more copy and paste; no more typos ruining your data. FormVista does the grunt work, allowing you to focus on the important stuff.

With FormVista it’s easy to build richly branded forms that gather the data you need, when you need it. Data that instantly creates or updates any Salesforce records in real time; including multiple records in one go. Data that triggers the next steps in your process, automagically! All this across the channels that your customers, partners and colleagues choose to use.

The uses are endless: anywhere you need to collect data, FormVista is ready. Where to start? Here's just a few examples:

Services & Support marketing

  • Customer Satisfaction Surveys (CSAT)
  • Net Promoter Score (NPS) Survey
  • Case Closed Feedback Surveys
  • Complaint Resolution Surveys
  • Support Ticket Submission Forms

sales marketing

  • Customer Onboarding Feedback
  • Requirements Discovery Surveys
  • Proof-of-Concept (POC) Qualification & Tracking
  • Win/Loss Analysis Surveys
  • Sales Enablement Assessments & Quizzes
  • Order Forms

Non-Profit marketing

  • Donor Feedback Surveys
  • Program Impact Assessments
  • Volunteer Satisfaction & Feedback Forms
  • Grant Application & Approval
  • Membership Renewal & Engagement Surveys
  • Community Feedback Surveys

marketing marketing

  • Lead Capture Forms & Qualification Surveys
  • Event Registration Forms & Feedback Surveys
  • Market Research Surveys
  • Subscription Preferences Management
  • Brand Awareness & Perception Surveys

Human Resources marketing

  • Employee Engagement Surveys
  • Onboarding Feedback Surveys
  • Exit Interviews
  • Job Application Forms
  • Performance Reviews & Goal Setting
  • Training Needs Assessments

Product marketing

  • In-App Feedback
  • Feature Prioritization Surveys
  • Beta Testing Feedback
  • Competitor Benchmark Surveys
  • Program Impact Surveys

We could go on and on… Wherever you need to capture data in Salesforce, FormVista is your go-to solution. Its powerful, flexible integration allows seamless data storage, triggers next-best actions, and builds a comprehensive, single view of your data.