Cvent Surveys vs. Formstack for Salesforce

Cvent Surveys is well suited for gathering post-event data from the audience. It has easy reporting and gives information from the audience that we would not normally have without speaking to each potential attendee separately. The program also allows us to collect data on flight information using sub questions for attendees.

- Formstack for Salesforce excels in scenarios where organizations need to capture leads seamlessly. The platform's ability to create customized and branded lead generation forms, coupled with its direct integration with Salesforce, facilitates the smooth transfer of lead data into the CRM system. This is particularly beneficial for marketing teams running campaigns and events.- In scenarios where the primary goal is to collect basic contact information without the need for complex workflows or integrations, the comprehensive features of Formstack may be more than what is required. Simpler tools or solutions might be more appropriate for straightforward contact form needs.

• Allows for the creation of chapters to easily manage different components of a survey that are targeted to specific individuals based on their program or contractual interaction with our company.
• The canned reports available from within Cvent have proven most useful. We feel Cvent put a lot of thought into the most common operational types of reports that would benefit organizations without the need for producing adhoc reporting to meet the needs of creating valuable metrics.
• The invitation process for uploading an invitation file is extremely easy. If automation is not feasible at the given time for the organization, having the ability to upload an invitation file and send out surveys is extremely intuitive and quick.
• Training videos within Cvent have proven most effective when trying to solve a survey design problem. The videos are easy to locate and are very informative addressing all aspects of survey creation and design.
• Templates from within Cvent are most useful. Though customization is great and part of Cvent, we have found from an IT perspective, that the numerous templates Cvent provides have alwayw proven to be the easiest way to get our requestors their Survey within a relatively quick turn-around time frame.
• Email confirmation requirement. We feel this requirement within Cvent to insure that emails are being sent from a valid email address is crucial for our business from a customer satisfaction perspective, allowing our customers to realize the human factor behind the survey and as well as the ability to respond to individuals who reply to the survey invitation.
• Configuration and design elements from both the survey and email perspective are both intuitive and quick to use. Cvent guides you through the design process from beginning to end.
• Testing capabilities are incredible allowing for comments back to the development team as well as ease of importing or creating quick add respondents for assisting with the testing process.

• Collecting customer data and keeping it clean and organized
• I can send forms to the candidates so that they can easily review the documents
• The forms are easily embedded in websites, allowing us to utilize formstack for our various seasonal programs.

Incentivized

• It was a little tough to find the correct survey report to print. Maybe make them a sub category at the top that has the breakdown for each type of survey.
• Having the option to automatically pop up surveys after a session, but also allow people to click into too.
• Giving incentives to filling out surveys. Feedback is key to have.

Incentivized

• mastering the more advanced features of Formstack, especially those related to complex form configurations and workflow automation, can be challenging.
• we need a broader range of pre-built templates within Formstack
• Improvements in the mobile app experience, such as a more intuitive design and additional features comparable to the web version, would enhance the usability of Formstack

Fortunately, the more integrated we become with Cvent, the easier it's going to get. As we've grown as an organization, we've also been able to launch additional events much easier with Cvent. My CEO wasn't too pleased with the addition of Cvent at first, but I definitely stuck up for our decision and it has paid off since

This program is so versatile to be able to do whatever is needed. There isn't a time that I have built a survey that hasn't done exactly what is needed. No matter how complicated the questions are, the data that is put out is easy for leadership to read and understand. That is what is needed. They shouldn't have to go through complex data and spend a lot of time trying to analyze it.

I have not needed to contact support before for this feature in Cvent. The support team for other features have been great though, so I will provide an answer for that. Cvent is on point with their customer care. They’re prompt and make sure the issue is fixed. They will also follow up with you to make sure everything is still working smoothly or if any additional help is needed

Incentivized

I think Cvent surveys feel more secure. It is also a program that we are likely using for the event or meeting already, so it's nice to just use the same program for both things. Cvent surveys are an additional expense which isn't always ideal and can be a hard sell in comparison to other programs or just utilizing email

Incentivized

Formstack has a lot of work to do to get up to Jotform standards. Jotform has more payment integration options which is a HUGE selling factor for us as far as which program to choose. They also offer more discounts for non-profits which we work with often. Formstack has some pros but Jotform is more elaborate

Incentivized

• Increased employee efficiency is a true statement for Cvent. It is efficient for both clients and sales representatives.
• It also has a faster lead conversion and notifies you as soon as a client has accepted a proposal.
• I would not say it has any negative impact at our company whatsover. Thank you Cvent for working so properly.

• This can lead to time savings, allowing employees to focus on more strategic tasks rather than manual data handling.
• By automating the transfer of data from forms to Salesforce, the platform contributes to improved data accuracy.
• The automation and customization capabilities of Formstack can streamline various processes, from lead generation to internal approvals.