FormWise
Overview
TechExcel FormWise is a web-based form management solution for TechExcel Service Suite. 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.
Benefits
- Manage information and approvals according to your business requirements.
- Go paperless - Replace your current paper forms with sophisticated Web-based forms, and improve searching and accessibility while reducing storage management and paper costs.
- Automatically generate and send specific forms to any corporate team member or customer based processes or workflow.
- Integrate forms with existing web site to communicate with your customers and track customer web activities.
- Take control over lead generation demands by providing capture points and qualifying data to automatically route marketing data to your sales team for further review.
Technical Information
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.
