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 by SAP in 2017 when the companies formed a strategic partnership.
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Jotform
Score 8.5 out of 10
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Jotform Enterprise is a digital workspace productivity tool that provides a platform for organizations. The aim of Jotform Enterprise is to give companies an easy-to-navigate tool that makes reaching out to customers, collaborating with coworkers, and collecting e-signatures and data a more seamless process. Jotform Enterprise strives to enable companies to make data-driven decisions without compromising when it comes to quality and security. It doesn’t matter what type of…
In the past we have used Survey Monkey to complete internal surveys, the difference and reason Clicktools have been used going forward is because the ease and reporting that is within is much better and the ability to embed into Salesforce-specific scripts for specific account …
Generally, I prefer simpler tools like SurveyMonkey and even Google Forms because those are the type of surveys I typically need. ClickTools gets the job done, and as you become more familiar with the tool, you can rip out surveys much quicker. Steep learning curve with more …
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 …
SurveyMonkey and Wufoo are quite simple in their approach. They do allow a quick way to create forms, but Clicktools integration into Salesforce is what sets them apart. There's no third party tools and plugins to make this happen like the other vendors. A direct connection …
We have used SurveyMonkey and SurveyGizmo, before switching to Clicktools. I would say all the systems were quite comparable in their survey collection, basic data visualization capabilities (at least 3 years ago). The reason we switched to Clicktools was to integrate survey …
The Salesforce automation is the key for me on why I converted from SurveyMonkey to Clicktools! I see that SurveyMonkey now offers this as well! Two years ago, it did not.
Clicktools' deep integration with SFDC and the existing template for building and executing an end-to-end NPS program was the deciding factor when evaluating survey products. The NPS project initiated our product search, and Clicktools offered considerable experience and …
We used to use a paid version of SurveyMonkey - the two products really don't compare. We had difficulty with logic and syncing the answers within our CRM system. We no longer have this problem.
SurveyMonkey doesn't have the mapping ability of Clicktools, it's limited in what objects you can map to. GetFeedback looks great but it has limitations around language and deployment methods.
There was no need to create survey landing pages from Salesforce for external polls, we could decide where survey results were captured in Salesforce (if at all - can report straight from CT), and with simple html skills we could brand everything
Verified User
Anonymous
Chose Clicktools
Clicktools was in place when I started the position. I have not felt the need to go and look for additional alternatives. I believe management use Timba Surveys previously and it was not as robust as Clicktools. Timba Surveys also lacked the online and live customer support …
We have used survey monkey in the past, but use click tools for it's ability to sync with salesforce
Verified User
Anonymous
Chose Clicktools
Cheaper solution with more Salesforce integration capabilities. SurveyMonkey wasn't quite as advanced as Clicktools was at the time we made the switch. Now we can fully customize Salesforce and pull specific data elements from a survey and populate them into any Salesforce …
When we started looking for vendors to integrate with Salesforce, the only other product we investigated was "MarketTools". We had no prior experience with either but I believe the deciding factor and why we chose Clicktools was cost.
Price was the main factor. When we were talking to survey companies, a lot of them were really big about the robust features they could offer. We did not need robust features - we just needed to send surveys and integrate them with SFDC. It was hard to find a company that …
The SF integration. We were also switching from Zoomerang amid a contract so we got a really good price for a couple years (which was largely a part of it).
Jotform
Verified User
Anonymous
Chose Jotform
Jotform is a more robust product. It offers more options for document creation and distribution. Very competitive pricing and much more cost effective than other products used.
Like I've mentioned previously, their branching logic is just not as sophisticated and can't do as much as I would like it to. Jotform lets you input specific data into a field based off different answers. This is great because it cuts down on how much a user actually has to …
Jotform is easier for the customers to use. They don't require any plug-ins or special procedures to be able to fill out the form and send it back to us. Adobe was more steps, and didn't always work as we expected. Making changes to the forms were also difficult after the fact.
Jotform is so much more versatile that Google Forms, which we originally used. Google Forms was blocked by some of our users, where we have not had that problem with Jotform.
Jotform is an all-inclusive platform. Google lacks the features, templates, and form fields that are crucial in a form builder for any business. The branding and customization is a level far above what Google offers. I wouldn't go back to Google after working with Jotform as I …
Jotform looks more professional when the form is complete, I like being able to have questions side by side and on cards, as opposed to the stacked option google forms provides. I also like the logo addition and customisation options on Jotform. But the main advantage over …
I think it's better than mailchimp. Similar to Zapier in that it's just very sleak and user friendly but Jotform even more so. Wix is awesome too to be fair but yeah I'd say Jotform is up there with all of these. Better than mailchimp which can be really frustrating for me. …
API integration is smooth and possibility of customization are really really complete. Above all also the final user does not have problem in using the form
Docusign is more well known for signing legal documents across large enterprise but it was difficult to setup and get started on. Compared to Docusign, Jotform was much easier to build, design and create our first form which we were able to embed on our website straight away. …
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
With a vast selection of pre-designed templates to choose from, ranging from event registrations to customer feedback surveys, JotForm caters to a broad spectrum of needs. Each template is fully customizable, allowing you to align the form's aesthetics with your brand identity effortlessly. JotForm has arrived to streamline and elevate your processes to a whole new level.
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.
The ease of use is my favorite part of the Jotform. You don't have to be an IT guru to use it, but the results of your creation will surely make people think you are.
Jotform keeps all my event request organized and accurate.
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.
I would love for Jotform to offer an a la carte for some of the products like maybe we pay for more form views and submissions but not all the other stuff.
Flexibility in css.
More options in the name field, maybe I want the last name first or for it to be a full one entry box.
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.
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.
It is very user-friendly and intuitive. The interface is very simple and straightforward. The elements are easily accessible even without having any prior knowledge of the interface. The customer support is incredibly awesome. They respond to you within 24-48hrs tops. They also provide a list of questions and answers that have already been asked.
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
Their support is truly awful and negligent [in my opinion]. It's rare for me to get so mad as to write a review about it but given what we do, I think it's necessary to document it. We work in mental health and having client data [transmitted] through the API correctly can be a matter of life and death for someone in crisis. We have had repeated issues with this in JotForm and reset the integration multiple times and yet it continues. [In my experience] tags don't transmit, complete contacts are absent, or parts of data [are] missing despite being mapped. [Again, per my experience] their support will initially respond and then you hear nothing. It's been a huge issue and we are leaving them as a result. [I feel] it's truly infuriating and negligent.
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
Had to opt for Jotform to open in a separate window for some of my phones as being intergrated into my own site caused restricted viewing problems on some devices like mobiles.
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.
Compared to Google and Microsoft, Jotform has a lot more features. I particularly love the e-signature because it makes the form feel more trustworthy for our team.
When compared to the other form builders, it is frankly too expensive for us to use them, while Jotform has just enough features for casual users like us.
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.
It saved me time. Within minutes I was able to create and share forms to collect demographic data.
While struggling to use another software, I thought of Jotform and it was able to assist me with collating the data I had to confirm results previously obtained.
I could not easily identify what new information was provided in a resubmission by a respondent.