Titan Forms Integrations

Collaborating with Salesforce, Titan Forms and Apps revolutionize the industry by making the leading CRM globally available and user-friendly for everyone. With just a click and absolutely no coding involved, you can harness the power, speed, and flexibility of Salesforce Forms to streamline your business operations. Reduce your time to market, eliminate the need for coding, and address any scenario using a unified platform. Our top-tier forms and applications for Salesforce are designed to serve various industries, and we are dedicated to crafting tailored solutions for challenging issues. Easily create stunning web portals, sign documents, generate reports, distribute surveys, automate contracts, and fill out Salesforce forms, all in a matter of clicks—without requiring any coding expertise. Plus, our innovative AI assistant ensures you can expedite the process while minimizing mistakes. We proudly stand as the sole product available that allows you to transmit and retrieve data from Salesforce in real-time, all without incurring additional development costs. At Titan, our customers and partners drive our innovations. If you have a suggestion for a new feature, feel free to submit it through our Titan X Lab, and we will evaluate it for our development roadmap! So, what’s holding you back? Take the next step and schedule a demo today to see how we can transform your processes!

Salesforce enables sales teams to maximize their productivity and achieve their goals more effectively. As the premier CRM solution worldwide, Salesforce transcends basic capabilities. It provides teams with vital resources aimed at broadening their client bases, uncovering new opportunities, and closing deals rapidly from virtually anywhere. The platform features an impressive selection of tools, including contact management, opportunity tracking, lead oversight, email integration, report generation, sales forecasting, and file synchronization and sharing, to name just a few. This allows you to invest less time navigating through spreadsheets and more time concentrating on your core business activities. Without the need for any extra hardware or software, our intuitive setup guide empowers you to streamline sales workflows and resolve customer inquiries in just a few minutes. By connecting data across sales, service, and marketing, you can deliver seamless and tailored experiences to your customers. This holistic view of each client encompasses their accounts, interaction history, and connections. Additionally, incorporating social data can significantly enhance your understanding of customer behaviors and preferences, providing you with a competitive edge in the market. Ultimately, Salesforce not only boosts sales efficiency but also fosters stronger customer relationships through insightful data analytics.

Titan’s robust document generation system, utilizing a user-friendly point-and-click interface, stands out as a vital asset for Salesforce. This no-code solution allows users to automate various processes, significantly enhancing deal success rates. It effectively streamlines the intricate flow of documents among healthcare providers, patients, and doctors, ultimately leading to improved patient satisfaction. Additionally, it facilitates the seamless management and creation of documents across customers, vendors, employees, and partners. Titan is designed to simplify document management for students, educators, and other stakeholders. By optimizing complex document flows among customers, employees, and business collaborators, it drives efficiency. Furthermore, the platform enhances document flow between employees, partners, and vendors, contributing to compelling branding and marketing experiences that resonate with audiences. Overall, Titan empowers organizations to elevate their operational workflows through innovative document solutions.

Titan Web serves as a comprehensive solution for a wide range of business processes. With its intuitive drag-and-drop builder, you can effortlessly design custom websites and portals tailored to your needs. Whether it's developing websites, customer and partner portals, intricate forms, or surveys, all can be accomplished on a single platform that seamlessly integrates with Salesforce. Moreover, Titan Web prioritizes accessibility and complies with the requirements set forth in section 508. The application adheres to stringent standards, including HIPAA, SOC 2, ISO, and GDPR, ensuring that your data remains secure. It enables the creation of safe and user-friendly healthcare experiences that foster connections among doctors, patients, and providers, ultimately enhancing support and care. Additionally, Titan Web allows for the delivery of tailored financial planning and exceptional asset management services to clients. It also simplifies the educational landscape by linking students, teachers, alumni, and institutions effectively. Furthermore, you can easily create and manage marketing campaigns, customer relations, and e-commerce sites all in one efficient platform. This comprehensive functionality makes Titan Web a vital tool for any organization seeking to enhance its operational capabilities.

Titan's no-code workflow tool for Salesforce enables you to efficiently streamline various business processes in a swift manner. Titan Flow provides the capability to design adaptable and powerful workflows without the need for coding. Users can easily integrate payment systems, cloud storage solutions, and much more, while ensuring compliance with HIPAA and other prominent standards. With Titan's OCR technology, you can swiftly upload documents and convert them into Salesforce records in mere seconds. Additionally, Titan Flow facilitates the creation, routing, updating, and execution of approval processes directly within Salesforce. The extensive array of storage options offered by Titan ensures that users have a plethora of choices at their disposal. Moreover, Titan for Salesforce empowers you to merge files into any desired format without coding expertise. You can also scan barcodes and automatically send the data to Salesforce, allowing for seamless business automation. The possibilities for creating and executing approval workflows are endless, enabling connection between users both inside and outside of Salesforce. This versatility makes Titan an invaluable asset for any organization aiming to enhance its operational efficiency.

Titan's intuitive drag-and-drop builder empowers users to construct engaging and responsive sign-up workflows for Salesforce. With Titan eSignatures, you can be assured that all accessibility standards and section 508 guidelines are fully met. Furthermore, it adheres to essential compliance frameworks such as HIPAA, SOC2, ISO, and GDPR, among others. Titan's no-code eSignature platform enables you to effortlessly sign, seal, deliver, and monitor agreements in mere minutes. The drag-and-drop functionality also facilitates the creation and tracking of customized quotes for expedited signing. Additionally, you can keep your sales team, management, and other key stakeholders informed when a contract is viewed, voided, or signed. The signing process is easily monitored within Salesforce, and Titan Sign ensures that Salesforce records are updated with relevant data from the document and input fields upon completion of the signing process. While Salesforce is an innovative tool, it unfortunately lacks a built-in feature to initiate and trigger signing workflows directly. This gap can be effectively filled with Titan's robust integration, enhancing the efficiency of your signing processes.

With Titan's intuitive drag-and-drop builder, you can effortlessly design dynamic and responsive surveys for Salesforce. Distribute customer satisfaction questionnaires to discover what aspects of your service or product delight your customers and pinpoint areas for improvement. By gathering quality feedback, you can elevate your product to new heights. Understand your customers' perceptions and solicit their opinions on the features they desire most. Conducting market research surveys is essential for keeping abreast of current trends, gaining insights into your customers, and determining pricing strategies effectively. NPS surveys are a valuable tool for assessing customer loyalty, identifying potential weaknesses in your offerings, and providing clear metrics that reflect customer sentiments. Additionally, distributing surveys enables you to collect vital data about leads, allowing you to ask targeted questions that reveal their preferences and essential personal information. This information empowers you to tailor your marketing strategies and effectively engage leads based on their unique interests and needs. Engaging directly with your audience can significantly enhance your overall business strategy.

Titan's Contract Lifecycle Management offers a no-code platform that enables users to redline, modify, and annotate any contract while simultaneously monitoring the entire process within Salesforce. Participants can be added to the CLM journey at any stage, facilitating collaboration. Contract owners have the authority to accept or decline modifications, ensuring their organization secures optimal agreements. The swift and secure signing of healthcare contracts alleviates stress for doctors, providers, and patients alike. Users can efficiently manage, review, and track every alteration made to the contract directly through Salesforce, providing a comprehensive view of the contract's lifecycle. The integration with Salesforce allows for real-time visibility of all content changes, whether added or removed. Multiple parties and departments can work together seamlessly on the document, significantly speeding up the deal closure process to mere minutes instead of dragging on for days or weeks. Additionally, the user-friendly redlining and comment features in Word simplify the negotiation process, making it accessible for all involved. This collaborative environment fosters quicker decision-making and enhances overall efficiency in contract management.