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How Jotform reseller Vision-e helps customers drive more leads
Discover how Vision-e leverages Jotform Enterprise forms and QR codes to accelerate lead capture, streamline workflows and drive growth.
Vision-e
Industry:
IT & Technology
Organization Size:
Small
Use Cases:
Lead capture, QR code + form integration, CRM/ERP data ingestion, internal workflow automation
About
Vision-e is a Salesforce Partner serving more than one million users worldwide. Its solutions, including Vision-e Scan for instant lead capture, Vision-e Maps for data visualisation and optimisation, and Digital Business Cards for secure and eco-friendly networking, help businesses scale strategically, work more efficiently, and connect with confidence.
Challenge
Vision-e and its clients were burdened by manual, inconsistent lead-capture processes and a lack of seamless integration into CRM/ERP systems. Field teams resorted to spreadsheets, business cards, and ad-hoc workflows, making rapid follow-up difficult. Internally, Vision-e lacked a unified digital workflow for quotes, documents and customer communication, which hindered efficiency and scalability.
Solution
Vision-e implemented Jotform Enterprise across both its client-facing and internal operations. On the client side, QR codes linked to Jotform forms enabled instant mobile lead capture and automatic syncing into Salesforce and other CRMs. Internally, Vision-e used Jotform to automate quotes, documents and support workflows—bringing greater consistency, visibility and speed to operations.
Results
With Jotform Enterprise in place, Vision-e enabled one customer to boost event-attendee response rates from approximately 10 % to 72 % annually. Data now flows directly from mobile forms into CRM systems, accelerating lead-to-opportunity workflows. Internally, Vision-e reduced manual effort and improved communication across teams, positioning both the company and its clients for ongoing growth and automation.
A partner program that truly supports its members
The Jotform Partner Program team has been very supportive. It’s a huge consideration for anyone looking for a partner.
Owner, Vision-e
