Get your data out of forms and into Salesforce!
Checklist is a 100% native Salesforce application that empowers users by creating simple questions to drive action and accountability into your business. Use Checklist to free your teams from paper forms, re-keying of data, and transcription errors. Instantly access data in Salesforce from customer onboarding, inspections, and compliance recording. Act on that data by auto-creating tasks, capturing photos, attaching documents, and recording GPS location for each response. What will you do with Checklist?
. . .
No More Forms!
Process centered design helps customers use our
tools THEIR way, not OUR way.
Simple, elegant solutions enable easy adoption with
minimal user training.
Clean, mobile friendly user interface makes data
entry and data review simple – even on smaller
mobile devices.
Community-ready application empowers internal users, and extends the Salesforce reach to customers, suppliers, vendors and patients. Put the power of Salesforce where it’s needed.
Customer-first support model means we help you solve a business problem – not just install our software.
Available to Salesforce users and non Salesforce users
Superior Industries leverages Checklist to drive QA excellence throughout their manufacturing operations
Overview Superior Industries Inc., is a U.S. based manufacturer and global supplier of bulk material processing and handling systems. The Challenge Superior Industries, Inc produces heavy equipment and conveyor systems for mining and material processing. [...]
CREATE CHECKLISTS FOR MANUFACTURING QA AUDITS
Capture inspection details, take photos and document compliance in real time! Set up an inspection template for each QA Checkpoint. Record compliance
data. Take pictures for documentation. Take action on defects and out of compliance items.
CREATE CHECKLISTS FOR CUSTOMER ONBOARDING
Capture Credit Application Details, gather document attachments and/or photos of documents for application support. Generate actions for specific onboarding cases – e.g. notify a management member if a customer requests a credit limit that is too high.
CREATE CHECKLISTS FOR PATIENT INTAKE
Perform health questionnaires, capture vital signs, gather insurance information (including photos of insurance cards), and billing preferences all via the clean mobile interface. Extend the power of Salesforce all the way to the admissions desk.
CREATE CHECKLIST FOR BRAND COMPLIANCE
Set up a secret shopper Checklist. Walk through a store, document brand compliance, take pictures of non-standard branding or merchandise display issues, and submit a task for correction. Document creative displays to share as best practices with other locations.
CREATE CHECKLISTS FOR REPETITIVE TASKS
Do you have a function that you do over and over? Does it have to be error free every time? Use Checklist to make sure that you’re documenting every step along the way. Examples: Update a patient health record once every 4 hours; Inspect a shipment of goods properly each time a truck arrives. What repetitive function do you have that could be guided by a Checklist?