• Product

    Document Studio

    Generate, Sign, and Automate Salesforce documents with real-time sync

    Document Generation
    eSign
    Files
    CLM

    Experience Studio

    Build portals, apps, and forms directly in Salesforce with Dynamic data flow and adaptability

    Forms
    Flows
    Portals
    Surveys

    Go Unlimited

    Portals & Web Apps
    High-Volume Doc Gen
    Forms & Synced Surveys
    eSign & Contract Lifecycle
    Enterprise Compliance
    All-in-One Suite
    Book a demo
  • Solutions
    Financial Services
    eCommerce
    Legal
    Tech
    Insurance
    Nonprofit
    Manufacturing
    Education
    Healthcare
Log In Slack sales

Dynamic Salesforce Forms for Brothers for Life

Book a demo
 Download case study
Company overview

Based in Israel, Brothers for Life is a non-governmental organization (NGO) with the goal of advancing and assisting IDF soldiers who were wounded during combat while defending their homeland and fellow civilians.

Brothers for Life supports the social environment by helping injured soldiers recover. This non-profit organization also assists the soldiers in pursuing personal and career aspirations after recovery to return to a normal life.

Currently, Brothers for Life are actively involved in supportive ventures such as creating activities for group members, encouraging the social community, offering specific treatments per member needs, contributing to scholarships for group members, and so much more!

Industry: Nonprofit

Customer Since: 2020

Products: Titan Forms

Features: Powerful Integrations, Document Automation

Challenge

Salesforce Forms and Nonprofit Cloud: Automating Workflows

Before using Titan, Brothers for Life manually handled all their organization’s data.

For example, all data had to be collected through Google Online Forms or phone calls to create new events. Additionally, the workflow process included manually typing out all the collected data one by one.

Moreover, it was also necessary for Brothers for Life to manually copy-paste details when a member needed to update their details.

Brothers for Life wanted the ability to push and pull member data dynamically in real-time to Salesforce. If the NGO accomplished this task with dynamic forms and Salesforce Nonprofit Cloud, it would be able to create a valuable organizational management process.

Solution

Salesforce NGO: Forms for Future Innovation

Brothers for Life turned to Titan to help with their custom NGO requirements.

With Titan, Brothers for Life could create a dynamic web form that integrated member data directly into Salesforce within a short time frame. The NGO can now utilize all necessary member data with Titan’s HTML Forms.

Brothers for Life started with a simple form integrated with Salesforce to approve member participation at their events. After receiving the data seamlessly from Salesforce with Titan, the NGO started digitizing the whole organization using the powerful platform. Titan is now used at Brothers for Life to assist with the following activities:

  • Scheduled treatments for group members


  • Updating and managing member data and details


  • Choosing gifts for events


  • Applying for online scholarships for members
Impact

Salesforce Integration with Titan: Building Stronger Relationships

With a Titan and Salesforce integration, Brothers for Life could expand its activity and proactively spread its resources to more ventures to create additional value for group members. The NGO can now assess and quickly produce insights from all data. This new process will help Brothers for Life certify and provide transparent activities for all stakeholders.

“Today, most of our activity is made with Titan, and we are building more projects and expanding our value offering and productivity thanks to this amazing platform.”

Amir Smaily | Brothers for Life

Challenge Solution Impact

Workflows for Salesforce. Fast. Reliable. Connected.

Slack an expert