ESMO Converts Forms to Online Community with Salesforce Health Cloud

ESMO needed to streamline and digitize processes end-to-end, from event registration and evaluations to the organization’s member applications and customer inquiries.

The goal was to generate different types of dynamic forms and documents. Each had to be embedded into the organization’s website and Experience Cloud, and be automatically populated with relevant data pushed and pulled directly into and from Salesforce.

Because ESMO was already using Salesforce, they needed a robust, reliable, and hassle-free integration tool for the #1 CRM.

The ESMO CRM team found that Titan’s integration with Salesforce enabled the organization to provide its customers with a seamless user experience, leveraging the easy no-code solutions offered by the Titan platform.

Working with Titan, ESMO created secure pre-filled forms on the ESMO Experience Cloud, where society members can update their data securely, apply or renew their membership, download certificates of event attendance, and much more.

In addition, ESMO designed a digital application process for courses and online events. They were also able to send out post-event surveys.

Using Titan Web to show users’ object records within the Experience Cloud platform, ESMO provides its customers a view of their participation at ESMO events or a restricted area for ESMO members where they can download scientific books.

Our advanced features, like the drag-and-drop UI, have made Titan an essential platform for ESMO. The results in their Salesforce Health Cloud speak for themselves.

• Since ESMO began using Titan, they have increased the ease and speed of powerful form creation.
• Administrators can create forms and web pages integrated with Salesforce without coding.
• ESMO uses Titan Flow to seamlessly automate workflows across Salesforce with zero code and streamline their processes to enhance productivity.
• Data has become accessible in real-time, enabling faster, more accurate analysis and reporting for the administration team at ESMO. And historical data — which is also critical for detailed, accurate reports — is just a click away.
• Working with Titan and Salesforce, ESMO meets HIPAA’s stringent privacy, security, and data protection requirements.

Rucco recognizes the value that Titan can bring to ESMO and has implemented it in many initiatives and processes.