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SmartIQ™ for Salesforce
Intelligent Forms for the Most Important Business Processes
Paid
- Industries
- Horizontal ProductFinancial ServicesHealthcare & Life Sciences
- Business Need
- Customer ServiceProcess ManagementDocument Generation
- Requires
- None
- Compatible With
- Sales CloudService CloudFinancial Services Cloud
SmartIQ for Salesforce is a digital data collection solution that tackles two of the biggest frustrations for today's companies - data quality and access to information - by transforming legacy forms into sophisticated, guided interactions.


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Highlights
Fully integrated across the Salesforce platform, letting companies leverage any Salesforce product and achieve maximum utilization of existing technologies.
Low-code design interface allows business analysts to drive digital transformation and automation within their line of business - and avoid IT backlogs for development of new digital initiatives.
Prebuilt form templates expedite transformation of complex, critical industry applications in Financial Services, P&C Insurance, Life Insurance, and Healthcare expedite build and implementation timeframes.
Data and approval workflows eliminate back-office data entry and automate approvals across multiple stakeholders to shorten turnaround times and notify end-users when there is a change in status.
Experiences automatically adapt to the end-user's device, delivering mobile-friendly, omnichannel experiences for today's tech-savvy consumers.
Versatile signing options to support the level of legal agreement required by business process helps you avoid unnecessary eSignature costs and streamline the experience.
Multi-language support lets you present translated experiences to end-users automatically based on their device language settings.
Robust, drag-and-drop branding tool with 50+ customizable properties creates visually engaging, on-brand experiences without separate web development tools or custom coded skins to meet brand guidelines.
Supports Remote Online Notary (RON) from DocuSign when required as part of a business process.
Provider Details
Smart Communications
London, UK
Founded
2004
Phone
+1 877 382 8943Smart Communications provides the platform that leading organizations trust to deliver personalized, consistent, and compliant conversations across all touchpoints and channels. The Conversation Cloud™ consists of SmartCOMM™ for enterprise-scale customer communications, SmartIQ™ for digital forms transformation, and SmartDX™ for trade documentation. Over 650 enterprise organizations across the globe rely on Smart Communications to simplify and automate complex processes and deliver highly secure, frictionless experiences across the customer lifecycle.
Pricing Details
SmartIQ for Salesforce uses a volume-based pricing model that is determined based on application(s).