As a disability advocate and technology specialist, Jordan Haisley of Burning Wings is uniquely qualified to advise her clients on healthcare and education technology solutions. When client Blue ABA Therapy started outgrowing its current solution, Haisley quickly assessed the organization’s pain points and long-term needs to identify the best path forward.
Blue ABA Therapy needed a solution that enabled collaboration across teams, provided HIPAA compliance features, and integrated with Salesforce. Single-user Jotform accounts were no longer practical for collectively managing the organization’s growing list of forms and data. While staff considered using Salesforce directly for data collection, Jotform Enterprise proved to be a more affordable, adaptable option.
The drag-and-drop Jotform Enterprise interface is user-friendly, especially for staff who aren’t as technical. It also works very well with Salesforce, and is a more economical solution, empowering Blue ABA Therapy staff to collect data without the expense of Salesforce licenses.
Jordan Haisley, disability advocate and technology specialist, Burning Wings
Mobile capabilities are also critical for caregivers who need to access or enter data during client visits. That’s where a simple user experience really pays dividends.
“My clients are often with patients, so being able to quickly and easily enter data and access forms from a mobile device is very important to them,” says Haisley.
Breaking down barriers with Jotform Enterprise for Salesforce
Using Jotform Enterprise for Salesforce, Blue ABA Therapy could flow data directly into Salesforce and move beyond the barriers of its single-user Jotform accounts, enhancing communication and collaboration.
Giving multiple people the power to edit forms eliminated the need for staff to send requests to individual form owners. It also allowed healthcare workers to provide direct input on which patient data was important to capture.
Haisley notes that Jotform Sign has helped her clients in human resources track important paperwork and records, like employee injury reports.
“It’s great from an HR perspective, because they can go back and see exactly what an employee said and signed at a given time without having to spend the amount of money required for Docusign or Echo,” says Haisley.
Another key selling point for Haisley is Jotform Apps, which can be used for patient portals, employee resources, or to provide engaging experiences for customers and communities.
“Creating a mobile app through Jotform is really convenient,” says Haisley. “Some of my clients will put that on every iPad they have using that whole web link, and it’s like they have their own application without all of the intricacies that go into building an actual application.”
Local data residency, which is standard for Jotform Enterprise accounts, provides an extra layer of security and stability for Haisley’s clients.
Key benefits for the end client
- Cost savings: Jotform Enterprise eliminates the need for numerous expensive Salesforce licenses and third-party e-signature providers.
- Enhanced collaboration: Multiple people can edit and provide feedback on forms.
- Ease of use: The no-code, drag-and-drop interface is easier for less technical staff to use and speeds up form and app creation.
- HIPAA features: Jotform Enterprise enables the organization to meet critical HIPAA requirements and offers local data residency, ensuring guaranteed resources and increased security.
- Salesforce integration: Data from Jotform forms is seamlessly pulled into Salesforce, streamlining internal processes and data collection.
- Mobile app creation: It’s easy to create a mobile app without coding or lengthy reviews.
- E-signature capability: The native solution provides e-signatures at no additional cost.
“It was a very easy sales process,” says Haisley. “Once I showed a quick demo of how Jotform Enterprise can enable teamwork and how it integrates with Salesforce, there wasn’t a lot of debate or discussion about it.”
When discussing potential solutions with new customers, time is of the essence. Haisely appreciates that Jotform’s Reseller Program enables her to demo the platform directly from her account, rather than having to work through a lengthy setup process.
“With other products, sometimes you have to spin up a demo environment or request a build, which can take days,” says Haisley. “With Jotform, my demo account is already in place so I can show potential customers the solution right away and follow through immediately.”
The ability to answer questions on the spot and immediately show value results in a faster, more engaging sales process. Instead of scheduling a meeting for a future date, Haisley can keep the conversation going and show potential customers how Jotform Enterprise can optimize their forms and data.
When Haisley has questions or needs additional support to make a sale, Jotform’s Reseller Partner team is always ready to assist. “They’ve been incredibly helpful, stepping in and providing a lot of support to get deals closed,” says Haisley.
Key benefits of the Jotform Reseller Program
- Streamlined sales process: readily available demo environment for faster sales cycles
- Strong product feature set: collaboration features, no-code apps, e-signatures, and more
- Dedicated support: a dedicated team for sales support, marketing resources, and more
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