Date Oct 18 ยท 10:00 AM - 11:00 AM PDT

Data is more important than ever. Help your buyers create real-world solutions to data journey problems with one easy-to-use, native Salesforce solution. Join speakers from Cortica Care, Simon Fraser University, and Tri Counties Bank to see how your buyers can improve customer relationships and retention through:


  • Overhauling patient intake processes for a more personalized experience
  • Automating student recruitment and enrollment processes
  • Collecting loan applications without custom development or field mapping

BONUS: Register for and attend this lunch-and-learn webinar, and you’ll receive a credit toward a lunch purchase!

5:00 PM - 5:20 PM UTC
Creating a Welcoming Digital Front Door with Streamlined Patient Enrollment

Hear how Cortica Care used Formstack to transform its intake process of 368 questions across five different forms and five technologies into a consolidated, personalized experience.

5:20 PM - 5:40 PM UTC
Elevating the Student Experience with Automated Data Collection

Learn how institutions like Simon Fraser University are using Formstack to simplify the student experience within Salesforce by automating student recruitment and enrollment processes.

5:40 PM - 6:00 PM UTC
Developing a Fast and Simple Loan Application Process Inside Salesforce

Discover how financial institutions like Tri Counties Bank use Formstack to quickly collect loan applications in Salesforce without the time or cost of custom development and data mapping.

Powered by