Overview

FormWise is a web-based form management solution for CustomerWise. Create fully customized online forms and integrate them directly with your workflow processes. The integration of workflow and form processing enables streamlined data gathering, tracking, and form storage. Forms can even be routed automatically to the appropriate individuals for completion, approval, and processing, improving your team's efficiency.

FormWise improves data collection and analysis across departments. Web-based forms may be integrated into existing websites to improve customer interactions including customer profiling, surveys, product registration, feedback, and more. Take full control over your lead generation demands with FormWise qualifying questions and automatically route marketing data to your sales team for further review.

Features and Functionality

• Create web forms - Easily create custom form templates using pre-defined formats such as drop-down menus, list boxes, check boxes, text fields, radio buttons, multiple columns, or dates.
• Process triggered forms - Define triggers based on your support process, sales workflow, or marketing tasks. Examples include auto-create customer survey forms when certain support incidents are resolved.
• Data driven form generation - Automatically generate and send forms to company team members or customers based on workflow or other criteria.
• Customer initiated forms - Enable forms to be initiated by your customers. Information submitted is stored with the customer record for profiling and future reference.