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CSAT Rating 5 Stars
BTNY encountered challenges with data accuracy and integration between Form Assembly and Salesforce. They needed to update key fields in Salesforce for better reporting accuracy while also addressing issues with Form Assembly submissions not reflecting in Salesforce.
Unsettled Invoices & Delayed Integration. Manual invoice generation led to unpaid invoices, demanding repeated reminders. Additionally, DynPro's Salesforce-Aptify integration, operating on a 30-minute schedule, consumed resources even during idle periods, posing efficiency challenges.
Manually entered application data from emails into Apricot CRM, leading to inefficiencies. They lacked a web-to-lead form and found their existing CRM costly, prompting a need for a more efficient and affordable solution.