Bring together the power of FluidReview and Salesforce to create a smarter process

Today’s webinar

FluidReview by SurveyMonkey

Today’s presenters

Jonathan WaldronSenior Sales Engineer

FluidReview by SurveyMonkey

FluidReview.com

Melissa LavigneSenior Account Executive

FluidReview by SurveyMonkey

Hannah CameronMarketing Coordinator

FluidReview by SurveyMonkey

Housekeeping items

FluidReview.com

Questions? Type them in the comment box below and

we’ll answer them at the end of the webinar

Copies of the slides will be sent out after the webinar

You can also tweet us @GetFluidReview

To close the loop between your application process and

CRM, so you can spend less time moving information

between systems, and more time on your mission.

FluidReview.com

Why are we here?

FluidReview

A leading application management

solution that empowers over 650

forward-thinking organizations

around the world to collect, review

and select the best candidates for

their grant, scholarship and

enrollment programs.

FluidReview.com

Salesforce

The world’s leading CRM

software that helps over 25,000

nonprofit organizations around

the world manage and track their

relationships with constituents.

Leveraging the power of two industry-leading tools

FluidReview

FluidReview.com

Salesforce

Collect applications(Forms, file uploads, references, payments)

Coordinate your process(Organize applications, automate workflows)

Select your best candidates(Facilitate and compile reviews, select candidates)

Manage relationships(Maintain constituent records, track interactions)

Communicate with constituents(Send emails, keep records of communication)

Generate reports(Report on activity)

Pull

Push

Better together

Leveraging the power of two industry-leading tools

FluidReview.com

How does it help? Why does it matter?

Save time and reduce errors by removing manual interactions when

moving application and review data into your Salesforce database.

Create a more personalized application and review experience by

leveraging Salesforce data within your forms.

Create richer, more detailed and accurate Salesforce records.

Who do we work with?

FluidReview.com

Let’s see this integration in action

FluidReview.com

FluidReview.com

By leveraging FluidReview and Salesforce, you’ll close the loop between

your application and review process and CRM, eliminating data silos.

The powerful integration will allow you to:

Save time and reduce errors when moving application data into

your Salesforce database.

Create a more personalized application and review experience

by leveraging Salesforce data within your forms

Create richer, more detailed Salesforce

records with FluidReview

Learn how you can integrate FluidReview with Salesforce!

Book a discovery call today.

Q & A