Dooly helps Formstack reps hit above quota with 3.4X more deal data captured in Salesforce
Associated with
Adam Goldberg Adam Goldberg
Austin Hudspeth Austin Hudspeth
Patrick Amburgey Patrick Amburgey
David Soya David Soya
Posted Nov 4, 2021 8 min read
Dooly helps Formstack reps hit above quota with 3.4X more deal data captured in Salesforce

Challenge: Dirty Data Muddying the Pipeline, Making Forecasting and Account Prioritization Impossible While Formstack's form and document builder integrates with Salesforce to intuitively populate forms for their 25,000+ commercial and enterprise customers, Formstack's own sales team struggled to get enough accurate data into Salesforce to prioritize opportunities and forecast. "We had sh*tty data," admitted Hudspeth. "How long is a sales cycle? Well, we don't know because you don't open the opportunity until it's almost committed." Opportunities Were Falling Through the Cracks "We acquired an e-signature platform. We acquired a PDF generation organization. So we had these three different lead funnels