Presented by
Zak Pines, Jason Jenkins, Marissa Lambrecht
How Appluent is Streamlining Project Implementation with Formstack & TaskRay!
About this talk
Appluent leverages Formstack and TaskRay to automate data collection within Salesforce, streamlining project management workflows and enhancing efficiency, accuracy, and collaboration. The benefit of using these solutions was immediate - fewer project delays, consolidating software tools, and faster project onboarding for clients.
- Faster, smoother implementation process for their clients
- Secure and streamlined workflow to manage the project lifecycle
- Improved client satisfaction by reducing manual processes for gathering client requirements
Jason Jenkins - SVP of Sales & Customer Success at TaskRay
Marissa Lambrecht - Operations Team Lead at Appluent
Zak Pines - VP of Partnerships at TaskRay
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Formstack offers no-code products that empower all organizations and industries to build online forms, automate business processes leveraging workflows, generate and automate documents, and collect digital signatures so that their businesses run more productively. In addition, Salesforce admins and consultants can securely collect and manage data all within their Salesforce orgs with our market-first native forms solution. Formstack has more than 32,000 customers worldwide—including Kaiser Permanente, Shell, Shopify, and Netflix— who run their businesses more efficiently with Formstack products.