AskNicely in New Zealand offers their software application as a means of collecting real-time feedback from customers, touting integration with the CRM and automated workflows, the ability to integrate interaction data from popular tools and channels (e.g. Slack, Intercom, etc.), and boasting a satisfactory survey response rate superior to other survey tools.
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FormAssembly
Score 9.5 out of 10
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The FormAssembly Data Collection Platform transforms the way organizations collect, connect, and protect data. It features a no-code form builder that simplifies the process of collecting data in the most complex environments. Multi-stage workflows automate manual processes and business-critical integrations – including Salesforce, Google, and Microsoft – provide a connected data ecosystem that ensures data is where it’s needed, when it’s needed. Its operational standards,…
AskNicely is well suited for surveying customers about how they are feeling about your product. This can be their overall feeling or after they have taken a certain action. E.g. used a particular feature. It's not designed for getting through customer feedback, rather gauging satisfaction. You will need to follow up with other survey methods for detailed feedback.
FormAssembly is an excellent tool for creating personalized web forms that integrate with Salesforce. It is a very powerful tool and although it is user-friendly, there is a learning curve. It would be less suited for very simple forms that do not integrate with other systems, as there are probably simpler tools available for that purpose.
NPS Surveys - Easy to access and use and branded for our company.
Analytics - AskNicely provides simple and robust analytics for identifying trends in data.
Workflows - AskNicely uniquely provides automated workflows in response to NPS results. This means teams like customer success and marketing can spend less time reacting and researching and more time working to create programs that drive more business and improve our customer experience.
SalesForce integration is really nice. You can map to specific fields with form values, or you can use detailed formulas. You can also choose to bypass assignment rules on a per-form basis, and create customized logic for when cases are created, when leads are created/merged, etc. It's very robust.
Form creation in general is very simple. They've gotten good over the years of creating an intuitive, drag and drop interface that's quick to edit. I like that you can also assign values to fields so conditional form building gets easy.
I like that you can customize how responses are viewed in the response window. Choose what columns show up so you can find records with ease, and with just one glance. OR you can download everything to excel in a snap too.
One major point for us is our migration to a completely Microsoft infrastructure. IN addition to that, the afore mentioned need to ingest external data resources means that we do have our eyes open toward the landscape so that we can fill these needs. This in no way indicates a move away from FormAssembly: their support is first rate, and so far the product has always stood up to the tests we've put it through.
While it's not a true development package and misses some features like ingestion of external data for lists, etc... the product is fast, stable, easy to use, and will suit the needs of anyone needing online form functionality with SalesForce and other connectors available for your marketing needs.
We are still evaluating SurveyMonkey against AskNicely, but initial results would seem to favor the latter. For ease-of-use, flexibility, and easily accessible analytics, AskNicely wins on all counts. Both have robust outreach engines, and there are limitations and pros/cons on each application. It is at least a very competitive match up, and I would hesitate to besmirch one tool over the other. SurveyMonkey users would benefit from giving AskNicely a once-over, though.
When we were researching options 2 years ago, FormAssembly beat other form tools hands down based on Salesforce integration features. The ability to declaratively set up prefill and post-submission data connectors supporting complex hierarchical data relationships was huge there. We also valued the ability to authenticate Salesforce users on the form. This allowed us to ensure that only authorized individuals could make updates to their records (and not other people's records) via the form. Since we embed it so heavily into Salesforce, we often compare FormAssembly to Salesforce's native Visualforce and Lightning Component frameworks when deciding how to fulfill a data capture requirement. Unless something very custom is called for, we very often choose FormAssembly first for the flexibility it gives us to build and iterate in the early phases of a new program.
FormAssembly allows staff to gather better data and not have to do so much manual entry. This allows staff to focus their energies on other mission critical items.
FormAssembly helps to improve data quality by reducing duplicates and enforcing data quality.
