The document outlines the features and benefits of 123FormBuilder, a data collection tool that integrates with Salesforce and allows users to create forms and surveys easily. It emphasizes mobile compatibility, workflow automation, and compliance with various standards. The document also highlights the advantages of partnering with 123FormBuilder, including support for client custom development and a referral compensation structure.

1. Forms & Surveys for
Smart Data Collection
Partner Development Manager at 123FormBuilder
Nadia Negoita

2. 01 Testimonial

3. 123FormBuilder is a product with over 10 years of experience on the market.
In February 2017, we launched the 123FormBuilder app in the AppExchange
marketplace.
Our tool allows anyone to create any type of form or survey, collect information
and feed all of the data directly into your Salesforce account. Pulling existing
data from Salesforce records is also possible.
Being designed with mobile compatibility as a top priority, the platform allows
you to gather information when you are on the road, in sales meetings or at
events.
123FormBuilder integrates with 1000+ additional tools and applications.
Product Overview02
Forms & surveys for smart
data collection

4. Product Overview03
● Drag & drop form and survey builder
● iOS and Android mobile application with full
offline functionality
● Workflow automation and chains of approval
● Real-time dynamic prefill
● Virtual database connector
● Users management system
● White-label solution
● Extensive 3rd party & payment connectors
● PDF and SMS notifications
● ISO 27001, 27017, 27018, 9001 compliance
● HIPAA compliance
● Liability insurance
Highlighted Product
Features

5. All types of Enterprise and SMB businesses need to deal
with data.
Efficient data collection, curation and communication
help companies grow faster.
04 Product Overview
Collecting data

6. 05 Integrate your forms with Salesforce
Main benefits of the 123FormBuilder
- Salesforce integration
Web-to-Anything
Create and update any type of
Salesforce record
Sales, Marketing and Service
Cloud
Use 123FormBuilder in any
Salesforce cloud
Form Prefilling
Use the power of the data you
already have
Business Processes Automation
Improve your approach by automatic
workflow

7. 06 Integrate your forms with Salesforce
Why is 123FormBuilder different?
The main benefit of using 123FormBuilder is the fact that forms are able to
pull out the data that you already have, which makes them easier to fill out
and your processes more efficient.
Cross-platform
iOS and Android mobile
application with full offline
functionality
Salesforce Prefill
Real-time form prefill, which
allows you to pull data from
Salesforce as the user types

8. 07 Integrate your forms with Salesforce
Our forms and surveys are smart, adaptable and can self-customize
based on who is filling them out and for what purpose.
Virtual Database Connector
Virtual database connector that
integrate forms with any external
database
3rd Party Connectors
Extensive 3rd party & payment
connectors

9. 08 Integrate your forms with Salesforce
Just imagine how much time it would take a developer to code
functionalities like: object mapping, advanced look-up relationships,
hierarchy relationships, a real-time prefill mechanism.
Instead of so many things "just working" in 123FormBuilder, they
require extreme customization by a dedicated development team.
With our tool, all of this functionality is encompassed in a robust
form building solution and it just takes considerably less time to
configure it.
Switching over to Enterprise, there are dedicated features like
real-time prefill that, combined with our workflow automation
features, help set up complex business processes.
Why use a dedicated form builder
solution when I can hire a
developer to code my form?

10. 09 Integrate your forms with Salesforce
Now picture having all of this functionality encompassed
in our robust form solution!
A developer’s To Do list to implement form features
Salesforce
✓ Web-to-Anything (including custom objects)
✓ Update records in standard and custom objects
✓ Look-up & hierarchy relationships between any
Salesforce objects
✓ Dynamic prefill
✓ Real-time prefill
✓ Queries
✓ Complex workflow automation
Security
✓ Captcha
✓ Data encryption
✓ Compliance policies

11. 10 Integrate your forms with Salesforce
Conditional Logic
✓ Advanced form branching
Custom Field Validation
✓ 25+ field types with custom validation
Payments
✓ Advanced calculations
✓ Payment integration with 10+ payment
processors
(e.g. PayPal, Stripe, Square)
Notifications
✓ Multiple and custom email recipients
✓ Custom email notifications
✓ PDF notifications
✓ SMS notifications

12. 11 Integrate your forms with Salesforce
Our 123FormBuilder Salesforce integration is available starting
with the Professional plan.

13. 12 Why partner with us?
Together, 123FormBuilder and their partners have helped more
than a million users add forms and surveys to their websites, and
converted 13% of these users to paid customers.
Grow your revenue and offer more
functionality without any
development work
Why partner with us?
● Customers get instant access to a powerful app that they
can use on their websites.
● We implement client custom development work for
complex workflow automation scenarios.
● Consultants enjoy high compensation rates, incentives
and renewal bonuses (Deal registration is included).
● Leverage an experienced and dedicated Partner
management and Support team including pre-sales,
post-sales and technical support.

14. 13 Why partner with us?
Partner Framework Benefits
Consultants Package:
✓ 20% MARGIN *custom development work included
*we charge a rate of $100/hour of custom coding
✓ Account Manager support
✓ Technical pre-sales
✓ Technical post-sales
✓ Online technical training
✓ End-user support

15. 14 Why partner with us?
Existing Partnerships

16. Thank you
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VISIT
www.123formbuilder.com
MAIL ME
nadia@123formbuilder.com