Headquarters
New Mexico
Association / Membership
Product Implemented
The New Mexico Farmers Marketing Association (NMFMA) sought to enhance their supplier-to-vendor application process through automation, aiming to improve efficiency and scalability. Initially, they utilized Google Docs and assessed each application through manual review. An additional challenge presented itself in the form of renewals.
Since NMFMA was already using Salesforce, the team assessed standard Lead functionality in conjunction with an Experience Cloud portal as well as Salesforce plus a 3rd party AppExchange tool, such as Form Assembly.
Farmers portal allows self serve submission of applications as well as renewals leveraging a combo of Experience Cloud and Form Assembly to reduce costs. The organization has seen a 25% increase in applications, as well as a 80% decrease in paperwork and support documentation. Automations and standardized processes contribute to increasing the scale of the program. Both can be iteratively upgraded to maintain the scalability. An external reviewer portal allows volunteers and other appointed helpers the permissions needed to review and score the applications for acceptance. The organization was also able to centralize communication, going from four platforms to one.