How to Streamline Workflows with Forms

Operators are always seeking new ways to improve efficiency, templatize processes, and streamline workflows. Some of the most arduous day-to-day tasks come down to clear communication. Communication tools like email or chat can be great for open-ended conversations, but repeatable, structured templates can actually save employees time and energy. Rather than repetitively drafting content from scratch, forms guide content and make it skimmable and searchable for any team member using the platform. 

Related: How to Use Forms in Konverse

Here are just a few use cases for forms: 

• Listings/Buyer Needs: Ensure that your real estate agents are inputting the right information to create an internal marketplace and set up saved searches.
• Vendor Guide: Create a list of trusted vendors, their contact information, and important notes to provide to teams. A structured vendor knowledge base enables employee to proactively seek vendors and share reviews with one another.
• Collateral or Service Requests: Rather than sending one-off requests to the marketing team, you can create a template dedicated to requesting content or services from teams. This way, all the key information will be collected immediately, and staff can track the status of their requests.
• Surveys: Create easy-to-complete surveys via Konverse forms to gather feedback from team members.

Flexible forms that can be used as templates have the following benefits.

Fewer Mistakes and Smoother Workstreams

How many times have you sent an email only to realize you forgot to include specific details? How often have you had to play telephone or follow-up to get missing information for a request? With forms in Konverse, you can turn common requests and channels into templatized forms, giving users an embedded checklist to include any required or helpful information. Because of the way forms are structured, your team can control types of responses to specific questions, so a consistent language is created. Employees spend less time clarifying and more time getting back to the task at hand.  

Reader-Friendly and Skimmable

Forms make it easy to understand what information is being shared effortlessly. With form categories and labels, content is delivered in a consistent and easy to understand format. Not only that, but forms are designed to be searchable, so users can find key information by form field or category with ease.

Cleaner Data Make Integrations Easy

Forms also make it easy to integrate and export data to other platforms. Structured forms tie data fields to external sources to ensure the correct information is being transmitted to the external system. In turn, your team spends less time copying data across platforms and feel confident that the right information is in the right places.   

Streamline Your Workflows and Improve Productivity with Forms

Forms empower workers by giving them the infrastructure and flexibility to build templates and improve efficiency. Forms can be applied to everything from requests to digital libraries, improving productivity and reducing complexities as your business grows.

Want to learn how forms can help your teams improve productivity? Talk to one of our specialists today!