MarketSource Rolls Out Form.com to Optimize Effectiveness and Boost Value of its Mobile Workforce

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Form.com Powers Simple, Mobile-Friendly Reporting To Maximize Impact of Retail Site Visits by Thousands of Employees across North America

BRAINTREE, MA – May 13, 2019 – Today Form.com, a leading provider of enterprise mobile forms automation solutions, announced that MarketSource, the proven alternative to outsourcing sales, with a proprietary process that drives better sales, has completed its rollout of Form.com. Now, Form.com supports MarketSource’s mobile workforce by providing tailored data collection and task management apps that guide employees as they visit retail sites to educate, motivate and drive sales for high tech and high-end products.



Form.com powers the “Check-in Call Reports” that thousands of full and part-time MarketSource employees across North America use daily in their work in the field supporting sales, customer engagement and retail sales associate training for dozens of top retail and product brands. These reports are integrated into MarketSource’s Representative Engagement Platform (REPFirst), which is a new fully integrated set of tools for workforce management, communication, training and collecting customer insights designed for the mobile-first requirements of its workforce.

“In reengineering how we engaged with a young, digital native workforce, we knew we’d need solutions that were mobile friendly and intuitive,” said Steve Wilson, MarketSource Executive Director of Services and Capabilities. “Form.com now plays a central role in our REPFirst fully integrated communication and workforce management solution, helping us support the flexible workstyle and schedule of our employees while collecting real-time, actionable information from the field. It’s a solution our employees touch every day, prompting them through critical work that ensures consistent branding, training and customer experience for our clients. The capabilities to create effective workflows, add logic, and pre-populate information based on location and account information, all delivered in an easy-to-use, mobile-first app have made Form.com a great fit for our data collection needs.”

With just a few clicks, workers in the field launch a “Check-in Call Report” customized to each specific sales visit. Using geofencing, Form.com serves up a report to be completed based on location and customer-specific requirements. Added built-in logic focuses the visit on specific questions and tasks and, for added efficiency, serves up the questions that follow the logic of the assignment and build off of previous answers. The streamlined Form.com reporting process ensures MaketSource has timely access to critical information that enhances customer support and shapes short and long-term business decisions.

MarketSource developed REPFirst on the intelligent Kronos D5 platform, leveraging the open-API framework to layer its own user experience on top of tight-knit integrations from key Workforce Dimensions Technology Partners. In addition to the Form.com, these technology partners include Passport Corporation, which provides smart routing and scheduling capabilities, and Phobio’s Rodio application, which enables workforce social communications and collaboration. In addition to providing a platform framework, Kronos powers a range of features in REPFirst, including scheduling, timekeeping, predictive analytics, and compliance.

“Being able to ask field workers the right questions at the right time can greatly increase marketing intelligence and efficiency, especially if you can integrate this data collection right into their daily workflow and work style,” said Stephen Newman, Vice President of Marketing at Form.com. “By putting Form.com into the hands of its entire workforce, MarketSource is gaining real-time information on clients’ products, training, campaigns and successes from thousands of sources every day. And by making this front line reporting as seamless as possible, Form.com is helping MarketSource employees cover more ground, gather more information and deliver more value to customers on a daily basis.”



About MarketSource

MarketSource Inc., an Allegis Group Company, designs and delivers innovative and proven marketing and sales-team outsourcing solutions for companies of all sizes. MarketSource provides the unique skills and expertise to integrate brand-centric marketing and sales programs in the Consumer Electronics, Telecom, Automotive, and Information Technology industries for both Retail (B2C) and Business-to-Business (B2B) models.

Founded in 1975, MarketSource, Inc. became a subsidiary of Allegis Group, Inc. in 2004. Our Company’s culture centers on our core values: Open Communication, Relationships, Serving Others and Work Ethic. MarketSource clients rely on the innovative solutions that subject matter experts consistently deliver. The extraordinary customer experiences and better sales the company provides helps businesses thrive by forging deeper relationships between people and brands. Our team members thrive in a welcoming atmosphere of diversity and inclusion, better than average salaries, and exemplary corporate practices. For more information, visit https://marketsource.com.

About Form.com



Form.com, a WorldAPP product, is a leading provider of forms automation solutions for the enterprise, both in the field and in the office. Improve quality, promote safety, and ensure compliance with intelligent mobile form applications and robust reporting capabilities. Form.com’s engineers configure each solution for your unique data needs and integrate it with your systems to streamline business processes and maximize operational efficiency. Visit Form.com to learn more.

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