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With FormAssembly, Dharma has cut down the pre-appli-cation process time by 78% and has seen an enormous lift in data accuracy.

The instant availability of the data in Salesforce has eliminated the back-and-forth bottleneck and reduced how much time the sales team spends on the phone. Now, a quick 5-minute call is usually all that’s needed to clarify a piece of information or to correct a typo.

Customers are often delighted by how quick the signup process is, said Nick. The feedback has been overwhelm-ingly positive since Dharma’s been able to speed up the

By leveraging FormAssembly,

Dharma cut onboarding time by

78% — and has seen an enormous

lift in data accuracy.

Onboarding Applications

Dharma also uses FormAssembly to run a helpdesk. Customers can open support tickets that link directly to Salesforce — and the ticket immediately assigns the right person to help.

Since the FormAssembly form is smart and efficiently updates existing customer records, Dharma doesn’t need a separate support ticketing system. All the data is secure and centralized: the Dharma team can pull up a customer’s file with all the info they need without wasting time by digging into multiple sources.

One huge benefit of FormAssembly is the integration with Salesforce, said Nick. “It works perfectly with Salesforce. And it’s so easy to use, even when you’re dealing with complex forms.”

Dharma tested different solutions for their form needs and went through full 30-day trials with several services. They chose FormAssembly because the Salesforce integration beat any other tool they tried. Now, Dharma can’t imagine switching to a different vendor.

“It’s completely customizable, which is really unique,” said Nick. “You can map form fields to any specific field types in Salesforce. FormAssembly has a multilevel integration with a degree of granularity that no one else can match.”

Customer Support Tickets

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Case Study

turnaround time. Application approval takes just hours instead of days or weeks.

formassembly.com/salesforce

sales@formassembly.com

+1 (844) 293-2367

Dharma Merchant Services is a San Francisco-based Merchant Services Provider (MSP) that offers credit card payment solutions with fair pricing and transparent practices. Dharma services thousands of small businesses and nonprofits, and is a B Corp committed to sustainability and social responsibility.

Nick Bencivenga is the Chief Operating Officer at Dharma Merchant Services.

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