Seamlessly Data Collection with Salesforce Internal Forms
Hawk-eye editor with a passion for trailblazing Salesforce experiences
If you have been following Titan’s series of informative articles on the Forms tool, you will know this feature comes in handy when you want to collect important data fast. A lot of the time, people discuss Forms and Salesforce in relation to gathering data from external parties such as customers who want to log issues or make requests.
But it isn’t just customers and prospects that you want to please or whose queries your organization needs to resolve. And Salesforce can be a fantastic way to orchestrate internal Salesforce data collection. This way, you can get a clearer idea of what your employees want and need from you. You can also streamline key employee processes such as Salesforce expense reports and equipment requests.
Interested in finding out how the Forms tool can help you collect internal data? If so, then you have definitely come to the right place. Later in this article we will also look at some of the limitations of the tool and explain why you should consider alternatives.
But first up, let’s discuss the top use cases for collecting internal data with Forms from Salesforce.
Top 10 Use Cases for Collecting Internal Data with the Forms Tool
While there are tons of great use cases for how Forms and Salesforce can help your organization collect internal feedback, here are the top ones;
1. Collect Employee Opinions and Feedback
Using Forms, you can collect employee opinions and feedback easily via easy-to-fill-in surveys that include a range of question types. Make your employees feel valued by sending out personalized web forms for them to fill in. Using Salesforce data, you can ensure these forms are customized to a specific employee based on their job role, seniority level, and past feedback. Ensure there are automated follow-up actions for employees with special requests or who may be unhappy with aspects of their job. With Forms, you can improve employee satisfaction while gathering quality data on every individual in your organization.
2. Easy Onboarding and Smooth Exits
Fast-track employee onboarding and improve the initiation experience by using Forms to collect personal information, benefit requests, equipment needed, and much more. Ensure that your new recruits are fully supported by gathering opinions and requests from them upfront. The Forms tool can also be used during the exit process. Give outgoing employees the ability to provide feedback on their experience at your company and find out how you can improve the working environment.
3. Accurate Evaluations
Make it easy for managers to conduct employee reviews, for employees to give feedback on leadership, and for peers to evaluate one another with Salesforce and Forms to collect data. All data is fed back into the CRM where you can draw on rich analytics to get razor-sharp insight into how employees are performing at every level of your organization.
4. Boost Training Opportunities
Using Forms you can quickly and confidentially find out the areas employees most want to grow in. Find out the skills and expertise that are most lacking and who needs them via Forms. This way you can easily address any gaps and pain points to enhance learning and training opportunities in your company. Your employees will grow in the ways they need to most and you will end up with a greater pool of experts in your organization.
5. Settle Expenses in Minutes
Paperwork got you down? And are employees struggling to log and track expenses and reimbursement requests for company-based activities? Fix this fast with easy-to-fill forms for Salesforce with pre-configured fields for collecting relevant details and records on company-related expenses. Feed all data back into Salesforce where you can trigger automated actions, ensuring that the relevant employees get paid back on time.
6. Give Employees the Equipment and Facilities they Need
Make it easier for employees to book a venue or request important equipment with Forms. Skip complicated admin and send all requests straight back into Salesforce where they can be compared to the rest of your CRM data, ensuring that there are no clashes of dates or events. Employees can request useful equipment fast and it can be pre-approved in live time for more efficient working conditions.
7. Provide Top-Tier Technical Support
Employees in your organization can get faster and more reliable access to technical support using Forms. Simply embed these forms on your company portal and provide fields for employees to fill in exactly what they are struggling with and the questions they have for IT. Automatically route complaints or support requests to your relevant IT and technical experts to provide instant support. The best part? Employees don’t have to struggle for long periods of time or experience gaps in their working days due to technical difficulties.
8. Maximum Compliance
Don’t waste valuable working hours trying to get employees to acknowledge and consent to key compliance regulations. Instead, you can send out Salesforce web forms fast for quick responses and signatures stating willingness to comply with regulations and company policy. Similarly, if you need employees to answer key questions on compliance, this is easy to standardize via Forms.
9. Report Incidents as they Happen
Upholding the mental and physical safety of your employees is a priority for all companies and organizations. And to ensure these safety and health standards are met, you need to make it possible for employees to report any incidents which compromise safety. Provide employees with Forms links so you can quickly gather the data you need and take swift action to address any breaches in safety.
10. Build a Virtual Suggestion Box
Build a suggestion box for the virtual age using Forms. Provide fields in your form where employees can suggest improvements, inspirational ideas, or feedback that they would like to be incorporated company-wide. With Forms you can ensure this information is fed back into Salesforce and integrated with company roadmaps and plans for the future.
Top Alternative to Salesforce Forms
While the Forms tool is a great way to collect internal data in your organization, it certainly is not the only way in which you can go about doing so. Limitations of Salesforce include its expensive price tag and the fact that it makes it tough to customize fields and forms without investing in development and slowing G2M.
What if we told you that you could get all the data-driven power of Salesforce’s Form creator at a fraction of the price and using zero code? If you are interested, why not reach out and schedule a demo with Titan today?
See you soon!
Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.
