Overview
What is Clicktools?
Clicktools is a cloud-based survey software. It enables business users to collect information through surveys, call scripts, and web forms; automatically centralize the data in CRM; and act on those insights to increase loyalty. The program is offered by Callidus…
Gets the job done, but the interface needs help
I heart Clicktools
Our go-to tool
Clicktools - Clicks not Code
Well worth using Clicktools!
- Post support issue (closed-case) follow-up.
- Tracking C-Sat and ways to improve our service.
Engaging Surveys, and a Direct Salesforce Integration? Yes Please!
Best survey app integrated with Salesforce
If you use Salesforce, you must consider Clicktools for all types of surveys
Salesforce Automation!
ClickTools + Salesforce = :-)
Clicktools is utilized as an app within our Salesforce.com org and is being used by marketing, customer satisfaction, sales, professional …
Clicktools OnBoarding Process Great
Clicktools helps us deliver a Customer Experience second to none
Clicktools helps us support a global complex business and understand our customers
Using ClickTools with Salesforce at Fight CRC
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- Data export (15)9.999%
- Changes to live survey (16)8.989%
- Multiple question types (16)8.989%
- Custom logo/branding (14)8.989%
Pricing
What is Clicktools?
Clicktools is a cloud-based survey software. It enables business users to collect information through surveys, call scripts, and web forms; automatically centralize the data in CRM; and act on those insights to increase loyalty. The program is offered by Callidus Cloud, which in turn was acquired…
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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What is Act-On?
Act-On is an adaptive marketing platform designed to drive personal and purposeful multi-channel marketing. Its foci are inbound and outbound marketing, for enabling a tighter alignment with sales and turning data into actionable insights.
Product Demos
westbrook partner demo Clicktools.mp4
Clicktools - Customer Feedback Integrated with CRM
Features
Survey Format & Appearance
Features related to the type, look & feel of surveys.
- 7Survey templates(11) Ratings
Includes a selection of pre-made survey templates for different types of surveys.
- 8.9Themes(12) Ratings
Includes options for the look & feel of a survey, including different colors, fonts, layouts, etc.
- 8.9Custom logo/branding(14) Ratings
Allows the user to include their company logo (rather than the survey vendor’s logo) and/or create a company template so that branding is consistent across multiple surveys.
Survey Content
Features related to the content (media, question types, answer types, etc) of surveys.
- 8.9Changes to live survey(16) Ratings
Users can make changes to live surveys after they are published.
- 8.9Question design help(14) Ratings
Includes educational material about question design for research, such as tips, recommendations, and information about best practices.
- 8.9Multiple question types(16) Ratings
Supports a variety of question types, such as multiple choice, select all that apply, ratings, text responses, etc.
Survey Logic
Features related to survey flow, or the logic that directs survey question order.
- 8Survey logic flexibility(13) Ratings
Survey question flow can be customized with skip logic, conditional questions, question branching logic, piping logic, and/or randomization.
Survey Reporting & Analytics
Features related to reporting & analytics for survey results.
- 9.9Response tracking(14) Ratings
Individual responses are coordinated with demographic information about the respondent. This information is stored and can be used for reporting and analysis.
- 9.9Data export(15) Ratings
Data collected within the tool can be exported to another program for additional reporting/analysis.
- 9Standard reports(13) Ratings
Includes canned reports that allow users to generate and share accurate survey results.
- 9.9Custom reports(11) Ratings
Allows users to report on custom metrics, choose which metrics to include in a report, run reports with advanced segmentation and/or customize the look and feel of a report.
- 9Analytics(11) Ratings
Allows users to run different types of analysis, such as statistical analysis, cross tabs, sentiment analysis, etc. within the tool.
Survey Administration & Security
Features related to administration & security for survey tools and data.
- 8.9Access controls(14) Ratings
Administrators can limit users’ ability to access data and edit content.
- 9Compliance(6) Ratings
Supports privacy compliance and confidentiality standards, such as HIPPA.
Survey Distribution
Features related to the distribution of surveys.
- 10Vendor-offered crowdsourcing(1) Ratings
Vendor offers access to an audience or panel of respondents.
- 8Respondent restrictions(6) Ratings
Users can place restrictions on who can participate in surveys or how many times the same person can complete a survey.
Product Details
- About
- Competitors
- Tech Details
- FAQs
What is Clicktools?
Clicktools Video
Clicktools Competitors
Clicktools Technical Details
Operating Systems | Unspecified |
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Mobile Application | No |
Frequently Asked Questions
Comparisons
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Reviews and Ratings
(42)Attribute Ratings
Reviews
(1-14 of 14)Clicktools - 5*
- Ease of Use. Building surveys within Clicktools is really straight forward.
- The help option is extremely good giving step by step guides on how to complete things within Clicktools.
- The external links that are provided for then embedding in to different systems and linking is another easy action to complete.
- The storage capability could be better. I'm not sure if there are options to buy additional or the basic package they give can be increased but we often find we are at 90% of capacity.
- The ability to bulk delete items rather than having to page through would be a fab addition.
- The capacity to input options - We found recently that after we had input up to 10 lines for selections we could add no more.
Gets the job done, but the interface needs help
- Integrates well with Salesforce
- End-users (survey recipients) have a good experience
- Changes don't "queue up," but instead are saved as soon as you click on a given option. This is inconsistent with just about every tool in a similar space (online tools). It's been a few months since I spent any time building or administrating a survey, so they may have made improvements.
- As an administrator, the interface is generally unintuitive. Organization is bizarre and naming conventions are not helpful. Perhaps this is a cultural challenge (ie perhaps folks in the United Kingdom, where I understand this product originates, totally get the tool)
Clicktools - Clicks not Code
- Integration with salesforce.com.
- Ability to build and link/map surveys quickly.
- Templating. Branding our surveys is important.
- The ability to review and analyze survey data within the console.
- Menu navigation can be confusing at times. e.g., when you select a survey, to get back to survey list I usually reload the console.
- Initially had some issues with mapping of numeric results e.g., 1 - 5. Had to create formula to map back, seemed cumbersome.
- Limits on surveys is based on questions on survey not on survey. We do not save any of the results in Clicktools. After integration we delete them to stay under limit.
Engaging Surveys, and a Direct Salesforce Integration? Yes Please!
Currently ClickTools is used by our Support team, though this will be extended to our Product and Marketing teams in 2016.
- Clicktools provides a very simple interface for creating robust and engaging survey forms for our customers. A survey that doesn't require coding is key--this helps us anyone get set up in survey creation quickly.
- Integrating the data from Clicktools into Salesforce is really easy. Of course you will need to have an understanding of how to create a custom object to configure this integration correctly, but the actual wiring between each system uses a wizard to make things simple.
- On the topic of engaging surveys, Clicktools does this well. There are many branding options, and field-type options that really help ensure your customers will complete your surveys. If you spend time creating a survey for your customers, the last thing you want is for them to ignore the survey. Clicktools helps make sure your surveys are eye-catching.
- Honestly, I love Clicktools. I have no current feedback on items to improve. I work in software as well, so I know that's really odd--but you guys have hit it on the mark.
ClickTools + Salesforce = :-)
Clicktools is utilized as an app within our Salesforce.com org and is being used by marketing, customer satisfaction, sales, professional services and training.
We have used Clicktools for the past three years for our net promoter score (NPS) surveying of our two principle products. We used the custom Report Card object to push survey results from Clicktools to SFDC contacts and accounts. To increase survey response, we also use telemarketing agents who use our SFDC platform and have custom links that launch personalized survey pages, which agents complete on the calls in real-time.
We also have SFDC workflows for automated, personalized 30-day checkpoint surveys for product users that are flagged by our professional services staff.
- Powerful features for most every survey project. Question types, styles, formats, branching can do everything that has been asked by survey designers.
- SFDC integration is very deep. Complex, but once created works reliably.
- #1 is the ease of use, which has improved in the past year.
- Better reporting and analytics. We rely on SFDC reports and dashboards to present our data to customers.
- Mapping Clicktools to Salesforce is really easy, you can easily map to multiple objects or custom objects and you don't need to be a developer to do this, the average person can set this up quite easily.
- Survey design is easy, you can use the one survey to cover a wider audience and make content relevant using question logic.
- Clicktools supports a huge number of languages.
- On surveys in multiple languages I would like the ability to choose how translations are synced on essay questions. You can map across the translation which is great for Chinese and English translation, but if answered in English it syncs English + English.
- Would like to be able to sync additional information to Salesforce that will better assist us understanding where we need to focus our design of content, things like what language was chosen to respond in and what device type. We may be offering a survey in 10 languages but only 3 of them are being frequently used.
- On multi checkbox question type if there are multiple lines to answer, the respondent only has to give an answer to one line in order to proceed even when the question is marked as required.
Using ClickTools with Salesforce at Fight CRC
- Integration with Salesforce is core for our org.
- Options for survey questions, I like being able to use different formats and having dependent type questions.
- User management accounts - it would be helpful to have alternate user types so adding a user doesn't give them "god like" powers.
- Reports of surveys is also an area that needs some work. For instance: when we ask a question with 4 choices we get back responses in the spreadsheet with just numbers; it's hard to recall and match up what the answer choices were to the number.
Clicktools is Fantastic!
- Integrates with Salesforce.com
- Easy to Use
- Quick setup
- Needs more flexibility related to survey design
Great for admins, not so much for cosmetics
- Limitless integration with Salesforce.com
- Great dynamic integration with other tools that allow mail merge capabilities
- The survey page layout cosmetics are lacking! We would honestly switch survey providers for cosmetics, but ClickTools has the most robust Salesforce.com integration, which is more valuable to us at this time
Would highly recommend
- Flexibility of integration with Salesforce.com - there is no package to install that creates custom objects; you decide which objects to link to and can create your own custom one if you want. We linked support CSAT to cases, service CSAT to a custom service object and internal marketing feedback to a custom survey object. Each survey can point wherever you want, and you can have multiple surveys per parent object if wanted
- Support is great. Very fast to respond and doesn't mind helping with simple questions.
- Nice UI and good online training
- Analytics navigation was a challenge for me, but admittedly I did not seek help for it. I prefer to use the data in Salesforce reporting
Been a while - but I remember good things!
- Customer Support was very timely.
- User interface was very intuitive.
- As a non techie, I was able to edit.
- The screen design was a bit crowded.
- Making changes required many steps.
- I wasn't familiar with the Clicktools brand.
Clicktools recommended as a solid Salesforce solution
The business problem that is addresses is flexible creation of surveys that look professional to send to clients. It also needed to sync with Salesforce.com
- Easy survey customization using "what you see if what you get" editors allow non-technical resources to configure surveys
- Quick configuration and easy synchronization with Salesforce
- Ability to create new surveys quickly to address business needs and deploy in minutes
- The standard functionality is very good. However, when you want to use more advanced, API features I feel it lacks
- For example, if you want to only allow a user to submit a survey 1 time and be 100% sure, without cookies it requires custom code and integration (trigger) for salesforce
- When using their custom API, it often times out or does not create the link 100% due to their heavy load on their servers
- Clicktools support has grown over the years, however their support group is typically quite small and located in London so there is a time-zone consideration if they receive a lot of tickets with the time zone lag it can take awhile to get a response. However, the quality if their support is quite good.
Careful consideration needs to be made if you have a lot of surveys you need to manage, the interface gets cluttered quickly. Also, if you are a more advanced business user you need to consider setting up the Sandbox option which shows up with regular survey groups. Therefore, it can be easy to get confused if you are working on a production or sandbox instance.
Versatile and Robust Survey Solution
- Button Click, no coding experience or knowledge needed
- Intelligent design, with the ability to create conditional questions and mappings.
- Integration with Salesforce is strong
- Responsive and friendly customer support
- Lots of Clicktools branding on form
- Difficult to customize survey design
- Issues mapping certain fields back into Salesforce (ie, dates)
Clicktools + Salesforce = Great Combo
- Nice drag and drop functionality to move and re-arrange questions.
- Syncs well with Salesforce.
- Built-in templates to get you up and running quickly.
- Nice added features- being able to group certain questions together, conditional questions, adding text boxes, hidden fields for contact information.
- Using conditional questions (if yes, then skip to question 5, if no, continue to question 2) can be tricky initially. And it can be really tricky once you have multiple conditions that send a person all over the place. Be sure to test repeatedly so that you know that your customers are getting to the questions they are supposed to be at and not being kicked out early. There are certain nuances you will pick up on over time that make conditional questions easier - BUT you can clone surveys, so build once and then work off your own template.
- No matter how many questions types are available, inevitably you will find a question in which Clicktools does not have a type to support it. They do have quite a few options though... just wish their matrix option was more robust.
- Not many template "themes" to pick from - surveys look very bland.