Nashville Entrepreneur Center- Business System Design
Forms & Document Management
Sam Lingo, CEO
John Murdock, Dir. of Education
Jeff Loucks, Mentor Coordinator
Professor John Bers, Ph.D.
Business System Design
How can we simplify the current meeting feedback and
notes data-entry system?
How can we utilize SalesForce & Chatter to enable
mentors and mentees to directly log their notes and
feedback during their meeting?
How can we use the Salesforce database to create a
file exchange system between a mentor & mentee,
to include post-meeting feedback and notes?
1) Create and code a blank field form that
automatically enters data into the database
2) Utilize Salesforce AppExchange apps to
digitize these processes
SOLUTION: 2 APPS
Automating forms and data entry to populate the SalesForce database
-Pulls and consolidates data from multiple Salesforce sources
-Automatically create notes or feedback by filling in a customized
-Document is uploaded to that mentee’s account
-Documents can be emailed from within Salesforce
-Accessibility preferences can be set within Chatter