Customer Story

Managing Global Building Operations Across Real Estate Teams

Customer Story

Managing Global Building Operations Across Real Estate Teams

Customer Story

Managing Global Building Operations Across Real Estate Teams

Customer Story

Managing Global Building Operations Across Real Estate Teams

Customer Story

Managing Global Building Operations Across Real Estate Teams

Salesforce’s Real Estate Technology team runs a high-volume operation that requires data collection from employees and visitors across 150 locations. They needed a tool that would streamline the operation, creating a user-friendly process for accepting and reviewing hundreds of building requests. After careful consideration, they selected Forms for Salesforce to help employees manage operations across their global locations.
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Real Estate & Technology
2021
Building Requests
Forms for Salesforce
Native Builder, Community Cloud Forms, Conditional Logic
Customer Story

Managing Global Building Operations Across Real Estate Teams

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Customer Story

Managing Global Building Operations Across Real Estate Teams

MIN
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About the Episode
Episode Highlights
Meet our Guest
Episode Transcript

Challenge

Salesforce’s Real Estate Technology team was struggling to streamline data collection from employees and visitors across 150 locations. They capture information on maintenance requests, building rentals, service requests, conference room reservations, and any other building issues. With an increasing number of requests across locations, it was becoming difficult to easily track, manage, and store data. Their process included maintaining 80 different forms, which was not sustainable. As they reviewed their building operations, they decided they needed a 100% native Salesforce solution that could reduce the amount of forms, meet compliance standards, and drive a dynamic experience. The goal was to create one form that would adapt to the needs of the employee or visitor using conditional logic, making it simple to manage the process while capturing all necessary data.

Solution

With Formstack, Salesforce replaced their old process with a single form that consolidates into a “decision-tree” format. They built this using Formstack’s 100% native Salesforce form builder, Forms for Salesforce. During their review of form tools, they felt that Forms for Salesforce surpassed other options due to its level of security and functionality. It offers the ability to build Salesforce forms without adding third-party integrations or leaving their Salesforce instance, and forms can be easily embedded into an Experience Cloud Site. In this new process, when users fill out a form, it is automatically pre-filled with any information already linked to them within Salesforce. The one form captures all information needed across the 150 sites, then routes it to the correct person or department, all while keeping records in Salesforce synchronized across the process and flow.

Results

Condensed 80 forms into one single form process

Established an end-to-end workflow across all systems

Connected 150 locations to a single process

Saved hours of time by eliminating multiple forms

Adhered to security and compliance requirements

Streamlined workflow using conditional logic

Customer Story

Managing Global Building Operations Across Real Estate Teams

Customer Story

Managing Global Building Operations Across Real Estate Teams

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Customer Story

Managing Global Building Operations Across Real Estate Teams

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Introduction
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Challenge

Salesforce’s Real Estate Technology team was struggling to streamline data collection from employees and visitors across 150 locations. They capture information on maintenance requests, building rentals, service requests, conference room reservations, and any other building issues. With an increasing number of requests across locations, it was becoming difficult to easily track, manage, and store data. Their process included maintaining 80 different forms, which was not sustainable. As they reviewed their building operations, they decided they needed a 100% native Salesforce solution that could reduce the amount of forms, meet compliance standards, and drive a dynamic experience. The goal was to create one form that would adapt to the needs of the employee or visitor using conditional logic, making it simple to manage the process while capturing all necessary data.

Solution

With Formstack, Salesforce replaced their old process with a single form that consolidates into a “decision-tree” format. They built this using Formstack’s 100% native Salesforce form builder, Forms for Salesforce. During their review of form tools, they felt that Forms for Salesforce surpassed other options due to its level of security and functionality. It offers the ability to build Salesforce forms without adding third-party integrations or leaving their Salesforce instance, and forms can be easily embedded into an Experience Cloud Site. In this new process, when users fill out a form, it is automatically pre-filled with any information already linked to them within Salesforce. The one form captures all information needed across the 150 sites, then routes it to the correct person or department, all while keeping records in Salesforce synchronized across the process and flow.

Results

Condensed 80 forms into one single form process

Established an end-to-end workflow across all systems

Connected 150 locations to a single process

Saved hours of time by eliminating multiple forms

Adhered to security and compliance requirements

Streamlined workflow using conditional logic

Panelists
No items found.
Infographic

Managing Global Building Operations Across Real Estate Teams

Learn why Salesforce chose Formstack for Salesforce to help employees manage building operations across 150 global locations. Read this case study now!
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Challenge

Salesforce’s Real Estate Technology team was struggling to streamline data collection from employees and visitors across 150 locations. They capture information on maintenance requests, building rentals, service requests, conference room reservations, and any other building issues. With an increasing number of requests across locations, it was becoming difficult to easily track, manage, and store data. Their process included maintaining 80 different forms, which was not sustainable. As they reviewed their building operations, they decided they needed a 100% native Salesforce solution that could reduce the amount of forms, meet compliance standards, and drive a dynamic experience. The goal was to create one form that would adapt to the needs of the employee or visitor using conditional logic, making it simple to manage the process while capturing all necessary data.

Solution

With Formstack, Salesforce replaced their old process with a single form that consolidates into a “decision-tree” format. They built this using Formstack’s 100% native Salesforce form builder, Forms for Salesforce. During their review of form tools, they felt that Forms for Salesforce surpassed other options due to its level of security and functionality. It offers the ability to build Salesforce forms without adding third-party integrations or leaving their Salesforce instance, and forms can be easily embedded into an Experience Cloud Site. In this new process, when users fill out a form, it is automatically pre-filled with any information already linked to them within Salesforce. The one form captures all information needed across the 150 sites, then routes it to the correct person or department, all while keeping records in Salesforce synchronized across the process and flow.

Results

Condensed 80 forms into one single form process

Established an end-to-end workflow across all systems

Connected 150 locations to a single process

Saved hours of time by eliminating multiple forms

Adhered to security and compliance requirements

Streamlined workflow using conditional logic

Challenge

Salesforce’s Real Estate Technology team was struggling to streamline data collection from employees and visitors across 150 locations. They capture information on maintenance requests, building rentals, service requests, conference room reservations, and any other building issues. With an increasing number of requests across locations, it was becoming difficult to easily track, manage, and store data. Their process included maintaining 80 different forms, which was not sustainable. As they reviewed their building operations, they decided they needed a 100% native Salesforce solution that could reduce the amount of forms, meet compliance standards, and drive a dynamic experience. The goal was to create one form that would adapt to the needs of the employee or visitor using conditional logic, making it simple to manage the process while capturing all necessary data.

Solution

With Formstack, Salesforce replaced their old process with a single form that consolidates into a “decision-tree” format. They built this using Formstack’s 100% native Salesforce form builder, Forms for Salesforce. During their review of form tools, they felt that Forms for Salesforce surpassed other options due to its level of security and functionality. It offers the ability to build Salesforce forms without adding third-party integrations or leaving their Salesforce instance, and forms can be easily embedded into an Experience Cloud Site. In this new process, when users fill out a form, it is automatically pre-filled with any information already linked to them within Salesforce. The one form captures all information needed across the 150 sites, then routes it to the correct person or department, all while keeping records in Salesforce synchronized across the process and flow.

Results

Condensed 80 forms into one single form process

Established an end-to-end workflow across all systems

Connected 150 locations to a single process

Saved hours of time by eliminating multiple forms

Adhered to security and compliance requirements

Streamlined workflow using conditional logic

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

Salesforce’s Real Estate Technology team was struggling to streamline data collection from employees and visitors across 150 locations. They capture information on maintenance requests, building rentals, service requests, conference room reservations, and any other building issues. With an increasing number of requests across locations, it was becoming difficult to easily track, manage, and store data. Their process included maintaining 80 different forms, which was not sustainable. As they reviewed their building operations, they decided they needed a 100% native Salesforce solution that could reduce the amount of forms, meet compliance standards, and drive a dynamic experience. The goal was to create one form that would adapt to the needs of the employee or visitor using conditional logic, making it simple to manage the process while capturing all necessary data.

Solution

With Formstack, Salesforce replaced their old process with a single form that consolidates into a “decision-tree” format. They built this using Formstack’s 100% native Salesforce form builder, Forms for Salesforce. During their review of form tools, they felt that Forms for Salesforce surpassed other options due to its level of security and functionality. It offers the ability to build Salesforce forms without adding third-party integrations or leaving their Salesforce instance, and forms can be easily embedded into an Experience Cloud Site. In this new process, when users fill out a form, it is automatically pre-filled with any information already linked to them within Salesforce. The one form captures all information needed across the 150 sites, then routes it to the correct person or department, all while keeping records in Salesforce synchronized across the process and flow.

Results

Condensed 80 forms into one single form process

Established an end-to-end workflow across all systems

Connected 150 locations to a single process

Saved hours of time by eliminating multiple forms

Adhered to security and compliance requirements

Streamlined workflow using conditional logic

Challenge

Salesforce’s Real Estate Technology team was struggling to streamline data collection from employees and visitors across 150 locations. They capture information on maintenance requests, building rentals, service requests, conference room reservations, and any other building issues. With an increasing number of requests across locations, it was becoming difficult to easily track, manage, and store data. Their process included maintaining 80 different forms, which was not sustainable. As they reviewed their building operations, they decided they needed a 100% native Salesforce solution that could reduce the amount of forms, meet compliance standards, and drive a dynamic experience. The goal was to create one form that would adapt to the needs of the employee or visitor using conditional logic, making it simple to manage the process while capturing all necessary data.

Solution

With Formstack, Salesforce replaced their old process with a single form that consolidates into a “decision-tree” format. They built this using Formstack’s 100% native Salesforce form builder, Forms for Salesforce. During their review of form tools, they felt that Forms for Salesforce surpassed other options due to its level of security and functionality. It offers the ability to build Salesforce forms without adding third-party integrations or leaving their Salesforce instance, and forms can be easily embedded into an Experience Cloud Site. In this new process, when users fill out a form, it is automatically pre-filled with any information already linked to them within Salesforce. The one form captures all information needed across the 150 sites, then routes it to the correct person or department, all while keeping records in Salesforce synchronized across the process and flow.

Results

Condensed 80 forms into one single form process

Established an end-to-end workflow across all systems

Connected 150 locations to a single process

Saved hours of time by eliminating multiple forms

Adhered to security and compliance requirements

Streamlined workflow using conditional logic

Challenge

Salesforce’s Real Estate Technology team was struggling to streamline data collection from employees and visitors across 150 locations. They capture information on maintenance requests, building rentals, service requests, conference room reservations, and any other building issues. With an increasing number of requests across locations, it was becoming difficult to easily track, manage, and store data. Their process included maintaining 80 different forms, which was not sustainable. As they reviewed their building operations, they decided they needed a 100% native Salesforce solution that could reduce the amount of forms, meet compliance standards, and drive a dynamic experience. The goal was to create one form that would adapt to the needs of the employee or visitor using conditional logic, making it simple to manage the process while capturing all necessary data.

Solution

With Formstack, Salesforce replaced their old process with a single form that consolidates into a “decision-tree” format. They built this using Formstack’s 100% native Salesforce form builder, Forms for Salesforce. During their review of form tools, they felt that Forms for Salesforce surpassed other options due to its level of security and functionality. It offers the ability to build Salesforce forms without adding third-party integrations or leaving their Salesforce instance, and forms can be easily embedded into an Experience Cloud Site. In this new process, when users fill out a form, it is automatically pre-filled with any information already linked to them within Salesforce. The one form captures all information needed across the 150 sites, then routes it to the correct person or department, all while keeping records in Salesforce synchronized across the process and flow.

Results

Condensed 80 forms into one single form process

Established an end-to-end workflow across all systems

Connected 150 locations to a single process

Saved hours of time by eliminating multiple forms

Adhered to security and compliance requirements

Streamlined workflow using conditional logic

Challenge

Salesforce’s Real Estate Technology team was struggling to streamline data collection from employees and visitors across 150 locations. They capture information on maintenance requests, building rentals, service requests, conference room reservations, and any other building issues. With an increasing number of requests across locations, it was becoming difficult to easily track, manage, and store data. Their process included maintaining 80 different forms, which was not sustainable. As they reviewed their building operations, they decided they needed a 100% native Salesforce solution that could reduce the amount of forms, meet compliance standards, and drive a dynamic experience. The goal was to create one form that would adapt to the needs of the employee or visitor using conditional logic, making it simple to manage the process while capturing all necessary data.

Solution

With Formstack, Salesforce replaced their old process with a single form that consolidates into a “decision-tree” format. They built this using Formstack’s 100% native Salesforce form builder, Forms for Salesforce. During their review of form tools, they felt that Forms for Salesforce surpassed other options due to its level of security and functionality. It offers the ability to build Salesforce forms without adding third-party integrations or leaving their Salesforce instance, and forms can be easily embedded into an Experience Cloud Site. In this new process, when users fill out a form, it is automatically pre-filled with any information already linked to them within Salesforce. The one form captures all information needed across the 150 sites, then routes it to the correct person or department, all while keeping records in Salesforce synchronized across the process and flow.

Results

Condensed 80 forms into one single form process

Established an end-to-end workflow across all systems

Connected 150 locations to a single process

Saved hours of time by eliminating multiple forms

Adhered to security and compliance requirements

Streamlined workflow using conditional logic

Challenge

Salesforce’s Real Estate Technology team was struggling to streamline data collection from employees and visitors across 150 locations. They capture information on maintenance requests, building rentals, service requests, conference room reservations, and any other building issues. With an increasing number of requests across locations, it was becoming difficult to easily track, manage, and store data. Their process included maintaining 80 different forms, which was not sustainable. As they reviewed their building operations, they decided they needed a 100% native Salesforce solution that could reduce the amount of forms, meet compliance standards, and drive a dynamic experience. The goal was to create one form that would adapt to the needs of the employee or visitor using conditional logic, making it simple to manage the process while capturing all necessary data.

Solution

With Formstack, Salesforce replaced their old process with a single form that consolidates into a “decision-tree” format. They built this using Formstack’s 100% native Salesforce form builder, Forms for Salesforce. During their review of form tools, they felt that Forms for Salesforce surpassed other options due to its level of security and functionality. It offers the ability to build Salesforce forms without adding third-party integrations or leaving their Salesforce instance, and forms can be easily embedded into an Experience Cloud Site. In this new process, when users fill out a form, it is automatically pre-filled with any information already linked to them within Salesforce. The one form captures all information needed across the 150 sites, then routes it to the correct person or department, all while keeping records in Salesforce synchronized across the process and flow.

Results

Condensed 80 forms into one single form process

Established an end-to-end workflow across all systems

Connected 150 locations to a single process

Saved hours of time by eliminating multiple forms

Adhered to security and compliance requirements

Streamlined workflow using conditional logic

We evaluated build vs buy and scored vendors based on five key categories. Formstack was chosen as it was built on Force.com and would maximize our return on the build out of our Real Estate and Workplace Services Salesforce org.
Fawn Perazzo
Senior Manager, Real Estate Technology, Salesforce
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