Clicktools vs. FormAssembly

For any organization that is using salesforce.com and needs to implement a survey system that directly ties back to their salesforce.com system I would highly recommend Clicktools. We tried building our own customer satisfaction survey and it was not worth the effort, especially as our questions are ever changing. The integration with the case module was easy to configure

Incentivized

It's affordable, flexible, and does everything you need a form tool to do. It's not that hard to figure out, and an admin can start using it right away, without too much support. Their support documentation is very good, and we can find exactly what we need without much digging.

Incentivized

• Integration with SFDC: Makes it easy to trigger survey sends - and store survey results within SFDC - so that multiple departments and stakeholders can view results.
• Hidden Questions - Since we are mostly surveying our customers, we use Clicktools Hidden question fields to improve the survey experience. This way we don't need to ask the person filling out the survey their name or company - but are still able to attach the survey to their profile within SFDC.
• Ease of Use - Clicktools is a robust, yet easy to use software. As someone who manages a team of people that deploy Clicktools, I don't use the product everyday, but I have a very small learning curve when I do need to jump in and create a survey.

Incentivized

• Salesforce prefill is a powerful way to prefill forms with records from Salesforce and prevent duplicate data entry.
• Salesforce submission connector allows us to create some pretty complex and powerful logic to process form submissions into Salesforce data.
• General form prefill options via query strings in the URL is a helpful feature.
• The ability to use custom CSS and javascript on the page makes the forms very extensible and has been helpful to give us even more functionality.

Incentivized

• 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.

• we could always use more styling options when it comes to the form builder
• in our past use of the form builder when adding attachments to a form, there was an upload limit of 35MB. It would be great if this limit was increased.

Incentivized

We have loved using Clicktools and will continue to use it for the foreseeable future. The price and Salesforce integration is what really sets it apart from any other solution out there. I have learned a great deal about surveys and how to manage them in a CRM by using Clicktools. We will certainly be renewing our contract.

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.

Incentivized

It's fairly intuitive, produces a great product and the customer support is fantastic. I only lowered the score because I find that the in-depth surveys that we run most often can take up to five minutes to produce results, which can be tiring since the interface only allows me to open one window of Clicktools so I can't run multiple results at a time. When I asked support if this was an issue that could be fixed they said it was because the graphics took time to generate the data.

Incentivized

My perspective is mainly from IT delivery and operations, rather than from the students who entering data. the system is user-friendly, easy to navigate, and has excellent integration with Salesforce. While error handling could be improved, the support channel has limited capacity to maintain a good service level and lacks the ability to handle complex cases via conference call or screensharing.

Incentivized

ClickTools is always available when I need it. The interface is quick and does not drag. Survey responses show up quickly after a survey is submitted. The survey analyzer is swift as well. There is no waiting around for something to process when you are using ClickTools.

I get frustrated by not being able to find the answers to my questions online by myself. I would rather search FAQs and find things that way, but it seems I always have to contact support to get the answer I need. They need a more robust support center so you can do it yourself. But on the upside, when I do contact support, they respond immediately and usually solve my problem quickly

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.

Incentivized

If you are setting up integration with a CRM (Salesforce) get this done early on in the process. You can always do it later, but it's easiest to lay your foundation first and then build up and around it later

we had a successful implementation and great adoption

Incentivized

Secure, integrated with Salesforce and allows for better graphics that can be presented to customers. It produces a valuable tool for our sales team by collecting data and turning it into something that is comprehensive and easy to navigate and fun to look at, vs numbers and data gathered onto a sheet.

Incentivized

FormAssembly's features were more expansive than SurveyMonkey, in my opinion. When doing a comparison, we really liked that we could set up formulas to calculate expenses for us and that they would be easy to update as needed for rates that change from year to year.

Incentivized

• Increased employee efficiency: due to the fact that it links to the Salesforce, it saves time to update our stakeholder records. It is, at least, a 100% ROI.
• Better customer service. The data we collect help us improve our operations. It is hard thought to estimate the role of Clicktools in the retention of our clients.

Incentivized

• FormAssembly makes it easy to share registration forms with targeted groups of users
• It makes it easy to track registration numbers and form errors and reach out to people who may need assistance
• It's very easy to create registration forms quickly

Incentivized