Conga Composer vs. Survicate

From my experience, Conga Composer is particularly well-suited for generating documents, such as quotes and contracts, directly from Salesforce. It saves us a great deal of time, which is remarkably beneficial for companies with sales teams. Not suitable for companies lacking significant Salesforce expertise or administrative support.

Incentivized

Survicate is well suited for very basic intercept polls and is less suited for more complex surveying tasks (e.g., anything more than basic skip-logic or surveying niche cohorts) and longitudinal surveying (e.g., comparing responses from the same or similar cohorts year over year).

Incentivized

• One great feature of Conga Composer is the ability to create various document types, including Word files, PDFs, and even PowerPoint presentations.
• The ability to encrypt and share data is quite impressive with Conga Composer.
• The integration, especially with different email providers, is quite good with Conga Composer.

Incentivized

• IMO, the strengths of feedback lite is what it is called for - 'lite"... it is basic, simple, and easy to set up and use.
• Especially should be mention that it is easy to set up, and you can have it working in less than a few hours.
• Reliable - I don't remember even one "problem" or an issue we experienced with it.

Incentivized

• Not very intuitive. Once you know the system it's fine but there is a learning curve
• I would like to see training opportunities on features that I am not using or aware of
• I am sure I am only using about 3% of it's full potential

Incentivized

• In my opinion, inconsistent and visually unappealing survey visuals (e.g., NPS and cSAT questions look completely different from each other, creating a disjointed visual experience)
• Poor customer service (in my experience, issue resolution can take weeks)
• Lack of clarity around API & other technical capabilities requiring engineering assistance
• Very limited maximum response limit per month

Incentivized

Though I love how easily Conga Composer ties into Salesforce and its given analytics, it takes a lot of data entry to get up and running. I don't love that sometimes queries can take a long time to pull. I like keeping our marketing templates consistent via templates in the system. Pulling multiple objects into one report is fantastic too.

Incentivized

We use Survicate for now, over 7 years, and the tool is being constantly improved. New features and products has been introduced over the years. The team listens to our feedback we sometimes share, and improve the product based on that. We really appreciate being supported by the Customer Success, all the insights and help we got from them. And even though they introduced many new features over the years, the tool still remained super easy to use, even from new employees that join our team

It's a fairly simple tool to integrate into your current business structure. When we've had issues, we were able to resolve them extremely quickly. The users click a button and it can bring in all the quote lines, and our credit application seamlessly into our tool. I'd definitely recommend it to other colleagues

Incentivized

It's rare to use products that offer wide range of features, and yet are really ease to use. Over the years, the product has changed a lot, they introduced numerous new features, but the product remained really simple to use. We know it, because new employees who join our team, have no problem in starting to use Survicate on their own, without and dedicated training. The UI is really clear.

It was available, it just didn't always work depending on what glitches were happening within our app

Incentivized

This product appears to work well. It was not a fit for us this time, but we would consider in future

It's been hit and miss depending on the issue. We use javascript to generate the urls which has confused many techs even though it generates a clean url - they are overwhelmed by the concept of code and can't understand that the url is all that matters.

Incentivized

We had a lot of issues during implementation that required help from Survicate's engineers. In my experience, it took us over 4 weeks to be fully up and running due to lag times in communication.

Incentivized

It was painful internally to build out all of the templates, but the actual implementation of the product was okay.

Incentivized

Setup was simple. One-time installation for our website and inside the product. We used Google Tag Manager to implement Survicate. So within 2 hours, we were able to run surveys, and also all attributes and events were passed to Survicate, so that we were able to use them to trigger surveys

I think Nintex is the primary competitor for Conga Composer, but I have not personally used it. I was not present for the decision to purchase Conga but I would recommend it in future document automation vendor selection processes because I have seen how well it works! We are especially fond of complementary features in Conga Composer, including Conga Email Templates and Conga Global Merge.

Incentivized

Considering the simplicity of the need, and the cost of such solution (~600$/yr), I don't think there was very deep research for any alternatives. The main alternative was embedding a feedback tool "organically" into our site, that option was taken off the table, for strategic considerations.

Incentivized

Not fair. Its an upfront cost and then pay per use

Incentivized

We used it for something simple and it was still a pain to use

Incentivized

Needs additional training on what they are selling, how to install and use to explain to customers

Incentivized

• Could really use better error handling on the product when the document doesn't generate. Zero notifications are provided right now and have no idea where in a 20 page template the error is. Need to keep cutting the template into pieces to find the error.
• The report generates 90% of the time so far.
• Getting easier to generate templates when knowing how the JSON will be structured to add to merged fields.
• Use Work Plan Template Entries and Work Steps to dynamically generate many deliverables.

Incentivized

• We had a business need - to collect feedback on our support knowledge base content. Feedback Lite fulfills this need, with simple, easy to use, solution.

Incentivized