How Instruction Partners Centralized Data Collection in Salesforce–and Unlocked a Culture of Self-Service
From Scattered Surveys to a System That Actually Gets Used
For years, Instruction Partners had a form problem–though it didn’t look like one at first.
They had been using a well-known external form builder for nearly three years. On paper, it checked the boxes. In reality, it was hard to learn, lived outside Salesforce, and required custom connectors, field mappings, and repeated authentication just to get data where it needed to go.
As a result, adoption stalled.
In three years, only a handful of surveys were created and actively used. Meanwhile, teams across the organization defaulted to what felt easier: Google Forms and Google Sheets.
Before long, hundreds of forms and spreadsheets were scattered across Google Drive.
“The data was everywhere,” says Tom Haggerty, Senior Director of Business Systems at Instruction Partners. “And when data lives everywhere, it’s almost impossible to analyze it well–or trust it.”
Teams spent time hunting for responses, reconciling versions, and manually piecing together insights. Salesforce–the system of record–was often the last stop instead of the first.
Something had to change.
The Search for a Native, Human-Friendly Solution
Instruction Partners didn’t want another complicated tool. They wanted:
- A native Salesforce solution
- Something easy to learn and easy to use
- A platform that wouldn’t require constant technical setup
- A way to finally centralize data collection inside their org
That search led them to BreezyBit.
From the first conversations, the tone felt different. The BreezyBit team focused less on pitching features and more on listening–asking how forms were (or weren’t) being used, where teams struggled, and what success would actually look like.
So Instruction Partners started with a trial.
A Fast Setup–and an Immediate Difference
The difference was obvious almost right away.
Setup took just a few minutes. No external connectors. No field mappings. No repeated authentication.
Creating forms and surveys felt intuitive–and more importantly, it felt possible for everyday users.
“We realized pretty quickly that this wasn’t going to be another tool that only a few people could use,” Tom explains. “This was something teams could actually adopt.”
After seeing how quickly they could build and manage surveys natively in Salesforce, the decision was easy. Instruction Partners made the switch to BreezyBit.
The BreezyBit team supported the migration of existing surveys, helping ensure continuity while moving everything into Salesforce.
From a Few Surveys in 3 Years to 30+ in a Few Months
What happened next surprised everyone.
In the three years before BreezyBit, Instruction Partners had created only a small number of surveys.
In the first couple of months with BreezyBit, they created more than 30 surveys.
As internal teams saw how easy it was to request, create, and iterate on forms, demand grew rapidly. What once felt like a bottleneck became an enabler.
There was a noticeable shift inside the organization:
- More ideas
- More requests
- More ownership
- And a growing appreciation for how simple data collection could be
As Tom puts it, “There was a real, growing love for BreezyBit.”
Centralized Data, Real Insights
By moving forms and surveys into Salesforce, Instruction Partners finally centralized their data collection.
No more digging through dozens of Google Sheets. No more fragmented ownership. No more manual reconciliation across teams.
Everything lived where reporting, automation, and analysis already happened.
Teams saved significant time–not just in creating forms, but in finding, understanding, and acting on the data they collected.
Thought Partnership That Went Beyond Forms
One of the most impactful outcomes didn’t start as a BreezyBit feature request–it started as a conversation.
Through ongoing collaboration, the BreezyBit team worked with Instruction Partners on an internal process improvement that resulted in an automation for:
- Building forms
- Automatically generating QR codes
- Managing the full lifecycle directly within BreezyBit
This automation alone helped the operations team save more than 200 hours per year.
It was another example of what Instruction Partners valued most: not just a tool, but a team willing to think alongside them.
The Result: Confidence, Adoption, and Momentum
Today, Instruction Partners has centralized data collection in Salesforce, broad adoption across internal teams, faster turnaround on surveys and forms, and far better visibility.
For a nonprofit organization where time and resources matter deeply, the impact has been meaningful.
They’re grateful for the partnership–and confident in recommending BreezyBit to other nonprofits looking for something affordable, easy to use, and truly native to Salesforce.
“BreezyBit didn’t just replace a tool. It changed how our teams think about forms and data.” – Tom Haggerty, Senior Director of Business Systems, Instruction Partners
Learn more about the Salesforce Survey Tool guide.
Explore Salesforce forms for nonprofits.
See the BreezyBit Form & Survey Builder in action.