Customer Story

Simplifying Supply Chain Planning and Product Feedback

Customer Story

Simplifying Supply Chain Planning and Product Feedback

Customer Story

Simplifying Supply Chain Planning and Product Feedback

Customer Story

Simplifying Supply Chain Planning and Product Feedback

Customer Story

Simplifying Supply Chain Planning and Product Feedback

Using outdated and siloed systems leads to inefficient processes, poor communication, and time wasted. To ensure they were providing the best experience for their team and partners, Bentley InnoMed GmbH turned to Formstack to transform their supply chain planning and product feedback workflows.
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Bentley’s passion is the development, manufacturing, and marketing of innovative implants for minimal-invasive treatments of vascular diseases. Bentley was founded in 2009 by medical entrepreneurs Lars Sunnanväder and Miko Obradovic. The company has seen substantial growth since the launch of its first product in 2012. Thanks to its international network of exclusive distribution partners, Bentley is represented in more than 80 countries and is even considered a market leader in several regions.
Healthcare - Medical Devices
2021
Supply Chain Planning, Product Feedback
Forms for Salesforce
Dynamic Prefill, Conditional Logic
Customer Story

Simplifying Supply Chain Planning and Product Feedback

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Customer Story

Simplifying Supply Chain Planning and Product Feedback

MIN
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About the Episode
Episode Highlights
Meet our Guest
Episode Transcript

The Challenge

Bentley was using manual data collection to manage information for their yearly forecasting and product feedback processes. These processes are required to ensure supply chain planning goes smoothly each year and all products comply with medical device regulations. However, due to using outdated and siloed systems, these processes were inefficient and costing Bentley precious time. 

The workflow for product feedback was especially cumbersome. To collect product information from partners, Bentley was using email communications, attachments, Adobe PDF documents, Excel sheets, and paper-based print and scan processes. This caused communication issues, information loss, and massive time inefficiencies. 

Since this process needs to be completed six times every year for compliance purposes, Bentley was spending over 96 hours compiling information and converting data into a format that was usable by their team. It was clear that a new solution was needed to save time and provide a better experience for partners and other stakeholders.

The Solution

To improve their processes, the Bentley team turned to Forms for Salesforce, a native solution on the Salesforce platform that was recommended by Bentley’s Salesforce consulting partner, abilex GmbH. abilex is a German consulting and services company and Formstack partner specializing in digital business transformation for marketing, sales, and services.

With the help of Forms for Salesforce and abilex, Bentley was able to digitize their forecasting process—making it easier to manage their supply chain planning workflows. They also used powerful dynamic prefill and conditional logic capabilities to create online surveys that could quickly collect product information from partners and seamlessly pass data to their Salesforce org. These surveys are automatically pre-filled with data from multiple objects, personalized to each partner, and sent out from Salesforce—creating a better experience and simplifying the data collection process for both the Bentley team and their partners.

The Outcome

Thanks to Forms for Salesforce, Bentley’s supply chain and customer feedback processes can now be completed in minutes versus hours and days. Both processes are now fast, efficient, and traceable. Digitizing and optimizing their workflows has also allowed the Bentley team to maintain a more complete and standardized view of their partners in Salesforce. They can now follow up more consistently and precisely with their partners, and partners can now enjoy a more convenient and professional experience that’s personalized to them and easy to use. Due to these time savings and improvements, Bentley predicts that they will be able to expand their processes in 2022 to include over 70 partners worldwide across 80 countries.

Customer Story

Simplifying Supply Chain Planning and Product Feedback

Customer Story

Simplifying Supply Chain Planning and Product Feedback

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Customer Story

Simplifying Supply Chain Planning and Product Feedback

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The Challenge

Bentley was using manual data collection to manage information for their yearly forecasting and product feedback processes. These processes are required to ensure supply chain planning goes smoothly each year and all products comply with medical device regulations. However, due to using outdated and siloed systems, these processes were inefficient and costing Bentley precious time. 

The workflow for product feedback was especially cumbersome. To collect product information from partners, Bentley was using email communications, attachments, Adobe PDF documents, Excel sheets, and paper-based print and scan processes. This caused communication issues, information loss, and massive time inefficiencies. 

Since this process needs to be completed six times every year for compliance purposes, Bentley was spending over 96 hours compiling information and converting data into a format that was usable by their team. It was clear that a new solution was needed to save time and provide a better experience for partners and other stakeholders.

The Solution

To improve their processes, the Bentley team turned to Forms for Salesforce, a native solution on the Salesforce platform that was recommended by Bentley’s Salesforce consulting partner, abilex GmbH. abilex is a German consulting and services company and Formstack partner specializing in digital business transformation for marketing, sales, and services.

With the help of Forms for Salesforce and abilex, Bentley was able to digitize their forecasting process—making it easier to manage their supply chain planning workflows. They also used powerful dynamic prefill and conditional logic capabilities to create online surveys that could quickly collect product information from partners and seamlessly pass data to their Salesforce org. These surveys are automatically pre-filled with data from multiple objects, personalized to each partner, and sent out from Salesforce—creating a better experience and simplifying the data collection process for both the Bentley team and their partners.

The Outcome

Thanks to Forms for Salesforce, Bentley’s supply chain and customer feedback processes can now be completed in minutes versus hours and days. Both processes are now fast, efficient, and traceable. Digitizing and optimizing their workflows has also allowed the Bentley team to maintain a more complete and standardized view of their partners in Salesforce. They can now follow up more consistently and precisely with their partners, and partners can now enjoy a more convenient and professional experience that’s personalized to them and easy to use. Due to these time savings and improvements, Bentley predicts that they will be able to expand their processes in 2022 to include over 70 partners worldwide across 80 countries.

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Infographic

Simplifying Supply Chain Planning and Product Feedback

Learn how the team at Bentley InnoMed GmbH used Formstack and Salesforce to save dozens of hours on their supply chain planning and product feedback processes.
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The Challenge

Bentley was using manual data collection to manage information for their yearly forecasting and product feedback processes. These processes are required to ensure supply chain planning goes smoothly each year and all products comply with medical device regulations. However, due to using outdated and siloed systems, these processes were inefficient and costing Bentley precious time. 

The workflow for product feedback was especially cumbersome. To collect product information from partners, Bentley was using email communications, attachments, Adobe PDF documents, Excel sheets, and paper-based print and scan processes. This caused communication issues, information loss, and massive time inefficiencies. 

Since this process needs to be completed six times every year for compliance purposes, Bentley was spending over 96 hours compiling information and converting data into a format that was usable by their team. It was clear that a new solution was needed to save time and provide a better experience for partners and other stakeholders.

The Solution

To improve their processes, the Bentley team turned to Forms for Salesforce, a native solution on the Salesforce platform that was recommended by Bentley’s Salesforce consulting partner, abilex GmbH. abilex is a German consulting and services company and Formstack partner specializing in digital business transformation for marketing, sales, and services.

With the help of Forms for Salesforce and abilex, Bentley was able to digitize their forecasting process—making it easier to manage their supply chain planning workflows. They also used powerful dynamic prefill and conditional logic capabilities to create online surveys that could quickly collect product information from partners and seamlessly pass data to their Salesforce org. These surveys are automatically pre-filled with data from multiple objects, personalized to each partner, and sent out from Salesforce—creating a better experience and simplifying the data collection process for both the Bentley team and their partners.

The Outcome

Thanks to Forms for Salesforce, Bentley’s supply chain and customer feedback processes can now be completed in minutes versus hours and days. Both processes are now fast, efficient, and traceable. Digitizing and optimizing their workflows has also allowed the Bentley team to maintain a more complete and standardized view of their partners in Salesforce. They can now follow up more consistently and precisely with their partners, and partners can now enjoy a more convenient and professional experience that’s personalized to them and easy to use. Due to these time savings and improvements, Bentley predicts that they will be able to expand their processes in 2022 to include over 70 partners worldwide across 80 countries.

The Challenge

Bentley was using manual data collection to manage information for their yearly forecasting and product feedback processes. These processes are required to ensure supply chain planning goes smoothly each year and all products comply with medical device regulations. However, due to using outdated and siloed systems, these processes were inefficient and costing Bentley precious time. 

The workflow for product feedback was especially cumbersome. To collect product information from partners, Bentley was using email communications, attachments, Adobe PDF documents, Excel sheets, and paper-based print and scan processes. This caused communication issues, information loss, and massive time inefficiencies. 

Since this process needs to be completed six times every year for compliance purposes, Bentley was spending over 96 hours compiling information and converting data into a format that was usable by their team. It was clear that a new solution was needed to save time and provide a better experience for partners and other stakeholders.

The Solution

To improve their processes, the Bentley team turned to Forms for Salesforce, a native solution on the Salesforce platform that was recommended by Bentley’s Salesforce consulting partner, abilex GmbH. abilex is a German consulting and services company and Formstack partner specializing in digital business transformation for marketing, sales, and services.

With the help of Forms for Salesforce and abilex, Bentley was able to digitize their forecasting process—making it easier to manage their supply chain planning workflows. They also used powerful dynamic prefill and conditional logic capabilities to create online surveys that could quickly collect product information from partners and seamlessly pass data to their Salesforce org. These surveys are automatically pre-filled with data from multiple objects, personalized to each partner, and sent out from Salesforce—creating a better experience and simplifying the data collection process for both the Bentley team and their partners.

The Outcome

Thanks to Forms for Salesforce, Bentley’s supply chain and customer feedback processes can now be completed in minutes versus hours and days. Both processes are now fast, efficient, and traceable. Digitizing and optimizing their workflows has also allowed the Bentley team to maintain a more complete and standardized view of their partners in Salesforce. They can now follow up more consistently and precisely with their partners, and partners can now enjoy a more convenient and professional experience that’s personalized to them and easy to use. Due to these time savings and improvements, Bentley predicts that they will be able to expand their processes in 2022 to include over 70 partners worldwide across 80 countries.

Collecting payments with online forms is easy, but first, you have to choose the right payment gateway. Browse the providers in our gateway credit card processing comparison chart to find the best option for your business. Then sign up for Formstack Forms, customize your payment forms, and start collecting profits in minutes.

Online Payment Gateway Comparison Chart

NOTE: These amounts reflect the monthly subscription for the payment provider. Formstack does not charge a fee to integrate with any of our payment partners.

FEATURES
Authorize.Net
Bambora
Chargify
First Data
PayPal
PayPal Pro
PayPal Payflow
Stripe
WePay
ProPay
Monthly Fees
$25
$25
$149+
Contact First Data
$0
$25
$0-$25
$0
$0
$4
Transaction Fees
$2.9% + 30¢
$2.9% + 30¢
N/A
Contact First Data
$2.9% + 30¢
$2.9% + 30¢
10¢
$2.9% + 30¢
$2.9% + 30¢
$2.6% + 30¢
Countries
5
8
Based on payment gateway
50+
203
3
4
25
USA
USA
Currencies
11
2
23
140
25
23
25
135+
1
1
Card Types
6
13
Based on payment gateway
5
9
9
5
6
4
4
Limits
None
None
Based on payment gateway
None
$10,000
None
None
None
None
$500 per transaction
Form Payments
Recurring Billing
Mobile Payments
PSD2 Compliant

The Challenge

Bentley was using manual data collection to manage information for their yearly forecasting and product feedback processes. These processes are required to ensure supply chain planning goes smoothly each year and all products comply with medical device regulations. However, due to using outdated and siloed systems, these processes were inefficient and costing Bentley precious time. 

The workflow for product feedback was especially cumbersome. To collect product information from partners, Bentley was using email communications, attachments, Adobe PDF documents, Excel sheets, and paper-based print and scan processes. This caused communication issues, information loss, and massive time inefficiencies. 

Since this process needs to be completed six times every year for compliance purposes, Bentley was spending over 96 hours compiling information and converting data into a format that was usable by their team. It was clear that a new solution was needed to save time and provide a better experience for partners and other stakeholders.

The Solution

To improve their processes, the Bentley team turned to Forms for Salesforce, a native solution on the Salesforce platform that was recommended by Bentley’s Salesforce consulting partner, abilex GmbH. abilex is a German consulting and services company and Formstack partner specializing in digital business transformation for marketing, sales, and services.

With the help of Forms for Salesforce and abilex, Bentley was able to digitize their forecasting process—making it easier to manage their supply chain planning workflows. They also used powerful dynamic prefill and conditional logic capabilities to create online surveys that could quickly collect product information from partners and seamlessly pass data to their Salesforce org. These surveys are automatically pre-filled with data from multiple objects, personalized to each partner, and sent out from Salesforce—creating a better experience and simplifying the data collection process for both the Bentley team and their partners.

The Outcome

Thanks to Forms for Salesforce, Bentley’s supply chain and customer feedback processes can now be completed in minutes versus hours and days. Both processes are now fast, efficient, and traceable. Digitizing and optimizing their workflows has also allowed the Bentley team to maintain a more complete and standardized view of their partners in Salesforce. They can now follow up more consistently and precisely with their partners, and partners can now enjoy a more convenient and professional experience that’s personalized to them and easy to use. Due to these time savings and improvements, Bentley predicts that they will be able to expand their processes in 2022 to include over 70 partners worldwide across 80 countries.

The Challenge

Bentley was using manual data collection to manage information for their yearly forecasting and product feedback processes. These processes are required to ensure supply chain planning goes smoothly each year and all products comply with medical device regulations. However, due to using outdated and siloed systems, these processes were inefficient and costing Bentley precious time. 

The workflow for product feedback was especially cumbersome. To collect product information from partners, Bentley was using email communications, attachments, Adobe PDF documents, Excel sheets, and paper-based print and scan processes. This caused communication issues, information loss, and massive time inefficiencies. 

Since this process needs to be completed six times every year for compliance purposes, Bentley was spending over 96 hours compiling information and converting data into a format that was usable by their team. It was clear that a new solution was needed to save time and provide a better experience for partners and other stakeholders.

The Solution

To improve their processes, the Bentley team turned to Forms for Salesforce, a native solution on the Salesforce platform that was recommended by Bentley’s Salesforce consulting partner, abilex GmbH. abilex is a German consulting and services company and Formstack partner specializing in digital business transformation for marketing, sales, and services.

With the help of Forms for Salesforce and abilex, Bentley was able to digitize their forecasting process—making it easier to manage their supply chain planning workflows. They also used powerful dynamic prefill and conditional logic capabilities to create online surveys that could quickly collect product information from partners and seamlessly pass data to their Salesforce org. These surveys are automatically pre-filled with data from multiple objects, personalized to each partner, and sent out from Salesforce—creating a better experience and simplifying the data collection process for both the Bentley team and their partners.

The Outcome

Thanks to Forms for Salesforce, Bentley’s supply chain and customer feedback processes can now be completed in minutes versus hours and days. Both processes are now fast, efficient, and traceable. Digitizing and optimizing their workflows has also allowed the Bentley team to maintain a more complete and standardized view of their partners in Salesforce. They can now follow up more consistently and precisely with their partners, and partners can now enjoy a more convenient and professional experience that’s personalized to them and easy to use. Due to these time savings and improvements, Bentley predicts that they will be able to expand their processes in 2022 to include over 70 partners worldwide across 80 countries.

The Challenge

Bentley was using manual data collection to manage information for their yearly forecasting and product feedback processes. These processes are required to ensure supply chain planning goes smoothly each year and all products comply with medical device regulations. However, due to using outdated and siloed systems, these processes were inefficient and costing Bentley precious time. 

The workflow for product feedback was especially cumbersome. To collect product information from partners, Bentley was using email communications, attachments, Adobe PDF documents, Excel sheets, and paper-based print and scan processes. This caused communication issues, information loss, and massive time inefficiencies. 

Since this process needs to be completed six times every year for compliance purposes, Bentley was spending over 96 hours compiling information and converting data into a format that was usable by their team. It was clear that a new solution was needed to save time and provide a better experience for partners and other stakeholders.

The Solution

To improve their processes, the Bentley team turned to Forms for Salesforce, a native solution on the Salesforce platform that was recommended by Bentley’s Salesforce consulting partner, abilex GmbH. abilex is a German consulting and services company and Formstack partner specializing in digital business transformation for marketing, sales, and services.

With the help of Forms for Salesforce and abilex, Bentley was able to digitize their forecasting process—making it easier to manage their supply chain planning workflows. They also used powerful dynamic prefill and conditional logic capabilities to create online surveys that could quickly collect product information from partners and seamlessly pass data to their Salesforce org. These surveys are automatically pre-filled with data from multiple objects, personalized to each partner, and sent out from Salesforce—creating a better experience and simplifying the data collection process for both the Bentley team and their partners.

The Outcome

Thanks to Forms for Salesforce, Bentley’s supply chain and customer feedback processes can now be completed in minutes versus hours and days. Both processes are now fast, efficient, and traceable. Digitizing and optimizing their workflows has also allowed the Bentley team to maintain a more complete and standardized view of their partners in Salesforce. They can now follow up more consistently and precisely with their partners, and partners can now enjoy a more convenient and professional experience that’s personalized to them and easy to use. Due to these time savings and improvements, Bentley predicts that they will be able to expand their processes in 2022 to include over 70 partners worldwide across 80 countries.

The Challenge

Bentley was using manual data collection to manage information for their yearly forecasting and product feedback processes. These processes are required to ensure supply chain planning goes smoothly each year and all products comply with medical device regulations. However, due to using outdated and siloed systems, these processes were inefficient and costing Bentley precious time. 

The workflow for product feedback was especially cumbersome. To collect product information from partners, Bentley was using email communications, attachments, Adobe PDF documents, Excel sheets, and paper-based print and scan processes. This caused communication issues, information loss, and massive time inefficiencies. 

Since this process needs to be completed six times every year for compliance purposes, Bentley was spending over 96 hours compiling information and converting data into a format that was usable by their team. It was clear that a new solution was needed to save time and provide a better experience for partners and other stakeholders.

The Solution

To improve their processes, the Bentley team turned to Forms for Salesforce, a native solution on the Salesforce platform that was recommended by Bentley’s Salesforce consulting partner, abilex GmbH. abilex is a German consulting and services company and Formstack partner specializing in digital business transformation for marketing, sales, and services.

With the help of Forms for Salesforce and abilex, Bentley was able to digitize their forecasting process—making it easier to manage their supply chain planning workflows. They also used powerful dynamic prefill and conditional logic capabilities to create online surveys that could quickly collect product information from partners and seamlessly pass data to their Salesforce org. These surveys are automatically pre-filled with data from multiple objects, personalized to each partner, and sent out from Salesforce—creating a better experience and simplifying the data collection process for both the Bentley team and their partners.

The Outcome

Thanks to Forms for Salesforce, Bentley’s supply chain and customer feedback processes can now be completed in minutes versus hours and days. Both processes are now fast, efficient, and traceable. Digitizing and optimizing their workflows has also allowed the Bentley team to maintain a more complete and standardized view of their partners in Salesforce. They can now follow up more consistently and precisely with their partners, and partners can now enjoy a more convenient and professional experience that’s personalized to them and easy to use. Due to these time savings and improvements, Bentley predicts that they will be able to expand their processes in 2022 to include over 70 partners worldwide across 80 countries.

The Challenge

Bentley was using manual data collection to manage information for their yearly forecasting and product feedback processes. These processes are required to ensure supply chain planning goes smoothly each year and all products comply with medical device regulations. However, due to using outdated and siloed systems, these processes were inefficient and costing Bentley precious time. 

The workflow for product feedback was especially cumbersome. To collect product information from partners, Bentley was using email communications, attachments, Adobe PDF documents, Excel sheets, and paper-based print and scan processes. This caused communication issues, information loss, and massive time inefficiencies. 

Since this process needs to be completed six times every year for compliance purposes, Bentley was spending over 96 hours compiling information and converting data into a format that was usable by their team. It was clear that a new solution was needed to save time and provide a better experience for partners and other stakeholders.

The Solution

To improve their processes, the Bentley team turned to Forms for Salesforce, a native solution on the Salesforce platform that was recommended by Bentley’s Salesforce consulting partner, abilex GmbH. abilex is a German consulting and services company and Formstack partner specializing in digital business transformation for marketing, sales, and services.

With the help of Forms for Salesforce and abilex, Bentley was able to digitize their forecasting process—making it easier to manage their supply chain planning workflows. They also used powerful dynamic prefill and conditional logic capabilities to create online surveys that could quickly collect product information from partners and seamlessly pass data to their Salesforce org. These surveys are automatically pre-filled with data from multiple objects, personalized to each partner, and sent out from Salesforce—creating a better experience and simplifying the data collection process for both the Bentley team and their partners.

The Outcome

Thanks to Forms for Salesforce, Bentley’s supply chain and customer feedback processes can now be completed in minutes versus hours and days. Both processes are now fast, efficient, and traceable. Digitizing and optimizing their workflows has also allowed the Bentley team to maintain a more complete and standardized view of their partners in Salesforce. They can now follow up more consistently and precisely with their partners, and partners can now enjoy a more convenient and professional experience that’s personalized to them and easy to use. Due to these time savings and improvements, Bentley predicts that they will be able to expand their processes in 2022 to include over 70 partners worldwide across 80 countries.

Salesforce in combination with Formstack makes our processes so much more efficient and traceable. Formstack is an intuitive, comprehensive but still lean tool, making us more professional and faster in our daily life.
Eberhard Keihl
Global Product Manager at Bentley InnoMed GmbH
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