Sales call capture & salesforce workflow

Managing Director


The client's sales representatives spent approx 40 minutes processing information from inbound and outbound calls. Notes were poorly structured and inconsistent.


A form-driven data capture system, which had many aspects profiled per representative. The backend workflow automated 87% of the effort.

Apps integrated

Jotform integration experts UK • Jotform automation experts UK
Zapier integration experts UK • Zapier automation experts UK
Salesforce integration experts UK • Salesforce automation experts UK

Project Description

We crafted and deployed an easy to use 'call capture form' form to a sales team that saved them from the tyranny of the repetition of a 5-6 step process of object creation in Salesforce (Customer, Account, Opportunity, Contract, Case/Lead) and made it as simple as submitting a simple form.

Members of the sales team had key details pre-filled in their form as a further time-saving measure.

This resulted in massive time savings per captured call and freed the team up not only to make more calls, but to focus on information quality by spending more time on the sales conversation!

Advanced form logic kept the form very simple, and able to expand dependant on input - this keeps erroneous input to an absolute minimum.

Overall a 15 minute process of Salesforce object creation was shortened to around 2 minutes of user input - an 86.67% reduction in non-value adding effort wastage.

System walkthrough

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