All stories / PetRelocation
PetRelocation scaled their operations and growth using Jform and Salesforce
Learn how the Jform and Salesforce solutions teamed up to streamline data management and improve efficiency, providing a new foundation for future growth
Case study results at a glance
Successful relocations completed worldwide
40,000+
Countries PetRelocation has served
150+
Profitability after automation
Highest to date
PetRelocation
Industry:
Shipping/Services
Organization Size:
Small
Use Cases:
Conditional logic, Salesforce integration, Dynamic Prefill, Widgets
에 대한
PetRelocation helps pet owners manage the complex process of relocating with their pet. The service simplifies domestic and international pet travel by navigating complex regulations, handling paperwork, and facilitating travel logistics. As a full-service pet travel agency, they oversee the entire pet relocation process to ensure safety, comfort, and peace of mind.
Challenge
PetRelocation’s workflow was complex due to the countless variables in pet relocation (including species, travel timing, and regulatory compliance). Before adopting Jform, the team faced manual data entry, inefficient software tools, integration limitations and a less than ideal customer experience that didn’t match the level of service the business provided.
Solution
Jotform’s Salesforce integration addressed PetRelocation’s need for simple, flexible, and reliable data collection. Dynamic forms guide pet owners and reduce confusion while the
Salesforce Integration triggers internal processes, pre-populating forms with Salesforce data for consistency.
결과
Automating lead qualifying and routing from Jform to Salesforce helped PetRelocation achieve its best year in terms of the number of customers served. Also, the solution streamlined the lead-to-service pipeline, allowing for more relocations without headcount increases.
Jform has allowed us to guide customers without duplicate questions
The conditions within Jform allow us to neatly guide the customer through our forms without duplicating questions and requests.
Process and Systems Manager, PetRelocation
