Customer Story

Launching a Digital Certification Process

Customer Story

Launching a Digital Certification Process

Customer Story

Launching a Digital Certification Process

Customer Story

Launching a Digital Certification Process

Customer Story

Launching a Digital Certification Process

Customer Story

Launching a Digital Certification Process

Paper-based certification programs are tedious, time consuming, and inefficient. This is why a community hospital called upon Penrod, a Salesforce consulting agency, to help them create a digital certification process with Formstack for Salesforce.
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As a Salesforce Expert Navigator, Penrod provides Salesforce managed services and implementations for health and life sciences companies. The client featured in this use case is a community hospital that strives to care for kids in ways that resonate with them, creating friendly environments that produce the best possible healthcare outcomes.
Salesforce Consulting
2019
Digital Certification Process
Formstack for Salesforce
Native Builder, eSignature Collection
Customer Story

Launching a Digital Certification Process

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Customer Story

Launching a Digital Certification Process

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About the Episode
Episode Highlights
Meet our Guest

Challenge 

Penrod’s client runs a school certification program that promotes a heart-healthy environment. The certification process was completely paper-based, involved several forms, and required in-person visits at each school. Paper forms caused delays and required information to be manually entered into the hospital’s Salesforce system. The process was prone to producing inaccurate and outdated data and the certification process required two program coordinators to personally visit schools, creating an unsustainable workload. As paper forms piled up, the hospital needed to re-imagine their processes in order to provide certifications to as many schools as possible.

Solution

Penrod envisioned a user-friendly, streamlined, and fully integrated certification process within Salesforce. Formstack for Salesforce allowed the community hospital to replace paper forms with accessible, web-based forms, provided e-signing capabilities to capture consent quickly, and enabled a fully integrated forms solution within Salesforce so that data would be accessible instantly. To close out the process, they created automated alerts that notified schools when a certification is about to expire so they could re-certify.

Results 

  • Implemented a form solution that didn’t require months of custom development 
  • Increased the speed of the school certification process
  • Removed error-prone processes by digitizing forms within Salesforce 
  • Developed a scalable, adaptable solution as their needs evolve
  • Automated notifications for when certifications expire 
  • Eliminated hours of manual data entry and physical site visits
Customer Story

Launching a Digital Certification Process

Customer Story

Launching a Digital Certification Process

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Introduction

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Challenge 

Penrod’s client runs a school certification program that promotes a heart-healthy environment. The certification process was completely paper-based, involved several forms, and required in-person visits at each school. Paper forms caused delays and required information to be manually entered into the hospital’s Salesforce system. The process was prone to producing inaccurate and outdated data and the certification process required two program coordinators to personally visit schools, creating an unsustainable workload. As paper forms piled up, the hospital needed to re-imagine their processes in order to provide certifications to as many schools as possible.

Solution

Penrod envisioned a user-friendly, streamlined, and fully integrated certification process within Salesforce. Formstack for Salesforce allowed the community hospital to replace paper forms with accessible, web-based forms, provided e-signing capabilities to capture consent quickly, and enabled a fully integrated forms solution within Salesforce so that data would be accessible instantly. To close out the process, they created automated alerts that notified schools when a certification is about to expire so they could re-certify.

Results 

  • Implemented a form solution that didn’t require months of custom development 
  • Increased the speed of the school certification process
  • Removed error-prone processes by digitizing forms within Salesforce 
  • Developed a scalable, adaptable solution as their needs evolve
  • Automated notifications for when certifications expire 
  • Eliminated hours of manual data entry and physical site visits
Panelists
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Infographic

Launching a Digital Certification Process

Learn how a hospital partnered with Penrod and Formstack to create a digital certification process that saved time and reduced errors.
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Challenge 

Penrod’s client runs a school certification program that promotes a heart-healthy environment. The certification process was completely paper-based, involved several forms, and required in-person visits at each school. Paper forms caused delays and required information to be manually entered into the hospital’s Salesforce system. The process was prone to producing inaccurate and outdated data and the certification process required two program coordinators to personally visit schools, creating an unsustainable workload. As paper forms piled up, the hospital needed to re-imagine their processes in order to provide certifications to as many schools as possible.

Solution

Penrod envisioned a user-friendly, streamlined, and fully integrated certification process within Salesforce. Formstack for Salesforce allowed the community hospital to replace paper forms with accessible, web-based forms, provided e-signing capabilities to capture consent quickly, and enabled a fully integrated forms solution within Salesforce so that data would be accessible instantly. To close out the process, they created automated alerts that notified schools when a certification is about to expire so they could re-certify.

Results 

  • Implemented a form solution that didn’t require months of custom development 
  • Increased the speed of the school certification process
  • Removed error-prone processes by digitizing forms within Salesforce 
  • Developed a scalable, adaptable solution as their needs evolve
  • Automated notifications for when certifications expire 
  • Eliminated hours of manual data entry and physical site visits

Challenge 

Penrod’s client runs a school certification program that promotes a heart-healthy environment. The certification process was completely paper-based, involved several forms, and required in-person visits at each school. Paper forms caused delays and required information to be manually entered into the hospital’s Salesforce system. The process was prone to producing inaccurate and outdated data and the certification process required two program coordinators to personally visit schools, creating an unsustainable workload. As paper forms piled up, the hospital needed to re-imagine their processes in order to provide certifications to as many schools as possible.

Solution

Penrod envisioned a user-friendly, streamlined, and fully integrated certification process within Salesforce. Formstack for Salesforce allowed the community hospital to replace paper forms with accessible, web-based forms, provided e-signing capabilities to capture consent quickly, and enabled a fully integrated forms solution within Salesforce so that data would be accessible instantly. To close out the process, they created automated alerts that notified schools when a certification is about to expire so they could re-certify.

Results 

  • Implemented a form solution that didn’t require months of custom development 
  • Increased the speed of the school certification process
  • Removed error-prone processes by digitizing forms within Salesforce 
  • Developed a scalable, adaptable solution as their needs evolve
  • Automated notifications for when certifications expire 
  • Eliminated hours of manual data entry and physical site visits

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

Challenge 

Penrod’s client runs a school certification program that promotes a heart-healthy environment. The certification process was completely paper-based, involved several forms, and required in-person visits at each school. Paper forms caused delays and required information to be manually entered into the hospital’s Salesforce system. The process was prone to producing inaccurate and outdated data and the certification process required two program coordinators to personally visit schools, creating an unsustainable workload. As paper forms piled up, the hospital needed to re-imagine their processes in order to provide certifications to as many schools as possible.

Solution

Penrod envisioned a user-friendly, streamlined, and fully integrated certification process within Salesforce. Formstack for Salesforce allowed the community hospital to replace paper forms with accessible, web-based forms, provided e-signing capabilities to capture consent quickly, and enabled a fully integrated forms solution within Salesforce so that data would be accessible instantly. To close out the process, they created automated alerts that notified schools when a certification is about to expire so they could re-certify.

Results 

  • Implemented a form solution that didn’t require months of custom development 
  • Increased the speed of the school certification process
  • Removed error-prone processes by digitizing forms within Salesforce 
  • Developed a scalable, adaptable solution as their needs evolve
  • Automated notifications for when certifications expire 
  • Eliminated hours of manual data entry and physical site visits

Challenge 

Penrod’s client runs a school certification program that promotes a heart-healthy environment. The certification process was completely paper-based, involved several forms, and required in-person visits at each school. Paper forms caused delays and required information to be manually entered into the hospital’s Salesforce system. The process was prone to producing inaccurate and outdated data and the certification process required two program coordinators to personally visit schools, creating an unsustainable workload. As paper forms piled up, the hospital needed to re-imagine their processes in order to provide certifications to as many schools as possible.

Solution

Penrod envisioned a user-friendly, streamlined, and fully integrated certification process within Salesforce. Formstack for Salesforce allowed the community hospital to replace paper forms with accessible, web-based forms, provided e-signing capabilities to capture consent quickly, and enabled a fully integrated forms solution within Salesforce so that data would be accessible instantly. To close out the process, they created automated alerts that notified schools when a certification is about to expire so they could re-certify.

Results 

  • Implemented a form solution that didn’t require months of custom development 
  • Increased the speed of the school certification process
  • Removed error-prone processes by digitizing forms within Salesforce 
  • Developed a scalable, adaptable solution as their needs evolve
  • Automated notifications for when certifications expire 
  • Eliminated hours of manual data entry and physical site visits

Challenge 

Penrod’s client runs a school certification program that promotes a heart-healthy environment. The certification process was completely paper-based, involved several forms, and required in-person visits at each school. Paper forms caused delays and required information to be manually entered into the hospital’s Salesforce system. The process was prone to producing inaccurate and outdated data and the certification process required two program coordinators to personally visit schools, creating an unsustainable workload. As paper forms piled up, the hospital needed to re-imagine their processes in order to provide certifications to as many schools as possible.

Solution

Penrod envisioned a user-friendly, streamlined, and fully integrated certification process within Salesforce. Formstack for Salesforce allowed the community hospital to replace paper forms with accessible, web-based forms, provided e-signing capabilities to capture consent quickly, and enabled a fully integrated forms solution within Salesforce so that data would be accessible instantly. To close out the process, they created automated alerts that notified schools when a certification is about to expire so they could re-certify.

Results 

  • Implemented a form solution that didn’t require months of custom development 
  • Increased the speed of the school certification process
  • Removed error-prone processes by digitizing forms within Salesforce 
  • Developed a scalable, adaptable solution as their needs evolve
  • Automated notifications for when certifications expire 
  • Eliminated hours of manual data entry and physical site visits

Challenge 

Penrod’s client runs a school certification program that promotes a heart-healthy environment. The certification process was completely paper-based, involved several forms, and required in-person visits at each school. Paper forms caused delays and required information to be manually entered into the hospital’s Salesforce system. The process was prone to producing inaccurate and outdated data and the certification process required two program coordinators to personally visit schools, creating an unsustainable workload. As paper forms piled up, the hospital needed to re-imagine their processes in order to provide certifications to as many schools as possible.

Solution

Penrod envisioned a user-friendly, streamlined, and fully integrated certification process within Salesforce. Formstack for Salesforce allowed the community hospital to replace paper forms with accessible, web-based forms, provided e-signing capabilities to capture consent quickly, and enabled a fully integrated forms solution within Salesforce so that data would be accessible instantly. To close out the process, they created automated alerts that notified schools when a certification is about to expire so they could re-certify.

Results 

  • Implemented a form solution that didn’t require months of custom development 
  • Increased the speed of the school certification process
  • Removed error-prone processes by digitizing forms within Salesforce 
  • Developed a scalable, adaptable solution as their needs evolve
  • Automated notifications for when certifications expire 
  • Eliminated hours of manual data entry and physical site visits

Challenge 

Penrod’s client runs a school certification program that promotes a heart-healthy environment. The certification process was completely paper-based, involved several forms, and required in-person visits at each school. Paper forms caused delays and required information to be manually entered into the hospital’s Salesforce system. The process was prone to producing inaccurate and outdated data and the certification process required two program coordinators to personally visit schools, creating an unsustainable workload. As paper forms piled up, the hospital needed to re-imagine their processes in order to provide certifications to as many schools as possible.

Solution

Penrod envisioned a user-friendly, streamlined, and fully integrated certification process within Salesforce. Formstack for Salesforce allowed the community hospital to replace paper forms with accessible, web-based forms, provided e-signing capabilities to capture consent quickly, and enabled a fully integrated forms solution within Salesforce so that data would be accessible instantly. To close out the process, they created automated alerts that notified schools when a certification is about to expire so they could re-certify.

Results 

  • Implemented a form solution that didn’t require months of custom development 
  • Increased the speed of the school certification process
  • Removed error-prone processes by digitizing forms within Salesforce 
  • Developed a scalable, adaptable solution as their needs evolve
  • Automated notifications for when certifications expire 
  • Eliminated hours of manual data entry and physical site visits
Formstack’s customer support is super responsive, but I can’t say enough about the tool’s ease-of-use. I was actually able to utilize some CSS, and the documentation for that was so easy to follow and readily available.
Laura Kaiser
Salesforce Consultant at Penrod
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