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Intellistack (formerly Formstack)

Groundbreaker

Overview

Intellistack (formerly Formstack) is a leading provider of data capture and process automation solutions that help organizations optimize the value of their data. Intellistack Streamline empowers organizations to build secure, error-free, data-rich workflows without migrating or retaining data. Intellistack Streamline CLM unifies the contract lifecycle, from generation and first draft to final signature in a single secure, AI-powered platform. Intellistack also delivers standalone productivity tools, including form building, document generation, and eSignature software under its Formstack brand, all available for Salesforce. All Salesforce plans for forms are fully native, eliminating support and risk associated with other options.

https://www.intellistack.com
location, , 308 - Formstack (Moscone North

Sponsored Sessions

  • Yes
    Operations
    Financial Services
    Healthcare and Life Sciences
    Technology
    Agentforce Sales
    Business as a Platform for Change
    Beginner
    Theater
    All Sessions
    Salesforce Events Mobile App required. Please bring your headphones and use Live Session Audio to hear audio and view captions.
    The session focused on introducing IntelliSense Streamline, a new CRM solution designed to address common contract lifecycle management (CLM) challenges faced by businesses. Positioned between SMB-level tools and enterprise solutions, Streamline offers in-app redlining, a document repository with automated metadata extraction, and a Playbook Assistant to enhance collaboration and efficiency. Built on a no-code workflow platform, the product integrates seamlessly with Salesforce and other data sources, allowing users to automate workflows, manage contracts, and mitigate risks. The tool is particularly suited for legal, sales, and operations teams seeking to consolidate processes, eliminate inefficiencies, and improve visibility across contract negotiations.
    <html><head></head><body><p>• IntelliSense Streamline provides unique in-app redlining capabilities, a centralized document repository, and a Playbook Assistant to streamline contract workflows and reduce inefficiencies.</p><p>• The no-code platform supports integration with multiple Salesforce instances and other data sources, enabling easy data prefill and write-back functionalities for seamless collaboration and automation.</p><p>• The solution is designed for legal, sales, and operations teams, offering a user-friendly experience that reduces enterprise bloat, facilitates external collaboration, and enhances risk mitigation in contract management.</p></body></html>
    https://docs.google.com/forms/d/1RxLLEWKfFX0b9bpAoLIiCAcWhF_8t_8UZ8HDIdBLXMU/viewform?usp=pp_url&entry.996201328=1748987456764001h68D
    Learn how manual processes can slow down the CLM process.
    Learn why you should consider Intellistack Streamline CLM as an eaiser-to-use and more secure way to manage contracts.
    Learn how Streamline CLM fits into the Intellistack / Formstack product portfolio.
    <a href="https://docs.google.com/forms/d/1RxLLEWKfFX0b9bpAoLIiCAcWhF_8t_8UZ8HDIdBLXMU/viewform?usp=pp_url&entry.996201328=1748987456764001h68D">Report a Concern</a>
    Theater
    Live Session Audio Icon
    This session is first come, first seated. You do not have a reserved seat.
    Visible
    Yes
    Moscone South
    Content Pavilion
    9:00 a.m. Wednesday, Oct 15
    Wednesday, Oct 15
    When managing and negotiating contracts and agreements, legacy tools are overly complex and expensive and leave you searching for content. Learn how Streamline CLM can cut contract chaos.

    , Director, Product Management, Intellistack

    , VP Marketing, Intellistack

    • Wednesday, Oct 159:00 AM - 9:20 AM PDT
  • Yes
    Administrator
    Operations
    Financial Services
    Healthcare and Life Sciences
    Technology
    Agentforce Sales
    Agentforce
    Business as a Platform for Change
    Beginner
    Theater
    All Sessions
    Salesforce Events Mobile App required. Please bring your headphones and use Live Session Audio to hear audio and view captions.
    The session on practical digital transformation highlighted real-world applications of Salesforce and its ecosystem tools to streamline processes, improve efficiency, and enhance user experiences. Key innovations included automating patient follow-ups and clinic evaluations using Salesforce-integrated forms, which reduced manual effort and centralized data for better decision-making. By leveraging Salesforce-native tools, such as automated workflows and pre-filled forms, organizations achieved HIPAA compliance, eliminated data silos, and created more personalized experiences for patients and stakeholders. The discussion emphasized the speed and simplicity of implementing these solutions, demonstrating how businesses can achieve measurable wins in minutes or hours using Salesforce's robust architecture and ecosystem products like Formstack for Salesforce, available on the AppExchange.
    <html><head></head><body><p>• Automating patient follow-ups using pre-filled forms integrated with Salesforce improved data collection and compliance, while enhancing the patient experience with personalized communications.</p><p>• Centralizing clinic evaluation data into Salesforce eliminated silos and enabled real-time performance tracking through executive dashboards, driving better visibility and accountability.</p><p>• The agility and ease of use of Salesforce-native solutions allowed teams to implement complex workflows quickly, reducing reliance on IT resources and enabling faster process improvements.</p></body></html>
    https://docs.google.com/forms/d/1RxLLEWKfFX0b9bpAoLIiCAcWhF_8t_8UZ8HDIdBLXMU/viewform?usp=pp_url&entry.996201328=1748987457539001h9HC
    Learn the most effective digital transformation wins coming from existing processes.
    Learn how to make digital transformation more efficient for your stakeholders and your users.
    Learn a framework that you can use to identify digital transformation opportunities in your business.
    <a href="https://docs.google.com/forms/d/1RxLLEWKfFX0b9bpAoLIiCAcWhF_8t_8UZ8HDIdBLXMU/viewform?usp=pp_url&entry.996201328=1748987457539001h9HC">Report a Concern</a>
    Theater
    Live Session Audio Icon
    This session is first come, first seated. You do not have a reserved seat.
    Visible
    Yes
    Campground
    Moscone North
    3:00 p.m. Thursday, Oct 16
    Thursday, Oct 16
    CRM teams are under pressure to navigate the latest trends — AI, agents, automation, data warehousing, and more. This session is a buzz-free zone focused on driving digital transformation wins.

    , VP, Partnerships, Formstack

    , Sr Dir of Salesforce Applications, United Vein & Vascular Centers

    • Thursday, Oct 163:00 PM - 3:20 PM PDT

    • Every year, Dreamforce exceeds my expectations in value and actionable takeaways — it’s truly worth every minute.

    Ali Waguespack

    Senior Delivery Manager, Kicksaw