Apply for Licenses and Permits Online, From Any Device

Licenses and permits often require attachments, such as architectural diagrams and pictures. Many government agencies currently require paper forms, while residents expect to complete business on their phones or from the comfort of their homes. The Salesforce platform allows our resident to easily upload attachments online from their mobile phone, desktop, or other devices.

Next: Click on “More…” then “Electronic Signature Digitizes the Process”

Collecting a signature today often requires printing a paper form and then mailing or physically returning the form. Once the government agency collects the signature forms, they must be manually managed, scanned, and stored. Salesforce Public Sector Solutions allow our residents, contractors, and government employees to capture an electronic signature directly from a device, greatly speeding up a normally manual process and provide a simple way to track documents.

Next: Click on “More…” then “Automated Confirmation Number”

Using a manual, paper-based application process, applicants don’t know whether they have submitted enough information to complete the application successfully. With Salesforce data validations, our resident knows when they’ve reached a successful final submission as soon as they’ve submitted their application. Additionally, the “Save for Later” button allows residents to save their application progress while the reviewer collects the necessary documents to complete the remaining steps in the timeline.

Next: Click on “More…” then “Easily Track the Status of a Permit Online”

Many government agencies report that 75-80% of their call volumes are residents simply calling to check the status of their applications. With Salesforce, our resident can enjoy self-service and see their application status anytime, on any device, reducing call volume and providing better transparency.

Next: Click on “More…” then “360-Degree Application View"

The government employee has easy access to all the information about the applicant and the application. Tools, such as the guided path on the top of the application, help save time and make it easy for everyone to follow the same process by offering step-by-step guidance. Here, the path shows our employee the application is in the submitted stage and gives instructions on what needs to be completed, such as document and ownership verification. It’s easy to customize the path for the number of steps and the instructions for your specific process. You can have a different path, for example, for residential as compared to commercial permits, and it’s all customizable without code.

Next: Click on “More…” then “Review Attachments and Files on Any Device”

One of the longest steps in the licensing and permitting process is passing the right documents to the right departments. Using a paper-based process makes this long and error-prone. With Salesforce Public Sector Solutions, the right departments can all access documents online for review. In this view, all the application information is visible along with the electronic files in the Attachments and the Files sections. Additionally, our government employee can message directly to the resident to request additional documentation and have them submit it digitally.

Next: Click on “More…” then “Automate License Creation”

After each step in the path is completed and approvals have been met, the building license is automatically created with no extra clicks or steps and email notifications are sent automatically. Automating license creation speeds up the permit process, allowing residents to start building faster and the government to better serve the community and collect revenue for permitting and licenses.

Next: Click on “More…” then “Find an Issued License Online”

After an applicant’s license is approved, they can go online to see the status and the license. Real-time updates allow residents to get going with their projects, even faster. Licenses and permits requiring renewal can be managed as well, launching a renewal process from an existing license or permit based on business rules.