FluidSurveys (Discontinued) vs. Workbooks

For surveys, and for centralized info-gathering, FluidSurveys provides an excellent solution. There are other programs out there which provide a wider range of solutions (i.e., they can be used for surveying AND comprehensive online engagement, rather than just a data-gathering type of consultation); however, for programming and implementing surveys, FluidSurveys has an effective variety of strengths and options that make it optimal for users who are focused specifically on surveys.

It's a really great system for small to medium organizations that are willing to spend some time thinking about how their workflow can be improved by designing processes which will allow them to streamline and automate their business. For people who are not serious about making a commitment to bettering their business, Workbooks may not be a correct fit. For instance there are a lot of features which many people think they don't need, but they haven't really spent the time to figure out what the needs of the business are. The nice thing about Workbooks is that you can turn off things you don't need, and then when the business demands, they will be there for you to utilize.

• User-friendly. For the majority of the general and basic tools you can use with FluidSurveys to build surveys are simple to use and intuitive. When certain issues come up, the service is quick (chat room) and effective.
• Anonymity: the software has the reputation of being safer in terms of safeguarding private information the respondents share by answering surveys (this is mainly due to the fact that the servers are in Canada). Thus, indirectly, they increase response rates.
• Extensive possibilities: FluidSurveys offers a plethora of possibilities and options that really renders the experience interesting in terms of micro-managing each details of the surveys you are sending out there. When the invitation leaves by email, it is exactly how you want it.

• Sales process management from enquiry to delivery of product
• This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books
• Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes
• The FD loved it
• The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency
• Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over

• There should be more flexibility and customizability with regard to survey design (e.g. background, fonts...)

• There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc.
• While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet.
• I am sure that would increase productivity even further (if it's of the same standard as the main environment).

Note: I am responding to this question as a user of the system and not a representative of my organization.

On a personal level/as a user only, I would definitely continue to use FluidSurveys.On a personal level/as a user only, I would definitely continue to use FluidSurveys.

the product works. support has been good or great so far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.

I think the average person can very quickly pick up on the basics of the system: they would have no problems programming and launching a basic survey. Organizations may benefit from having people of different backgrounds getting their hands dirty in the system: at a minimum, both web programmers and opinion research advisors should be solicited for input or help.

Workbooks CRM never let me down.

Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..

Although I do not have much experience with Survey Monkey, the only two reasons why I choose FluidSurveys is that clients demand it (privacy and anonymity) and because managing multiple surveys at a time is easier. As for ODK Collect, I think it is a valuable alternative to FluidSurveys if you have time to learn the coding (not very complicated). ODK is a little less user friendly and you cannot address small details as you can with FluidSurveys (e.g.: formatting).

We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Confidentiality of data is a big concern for our company, and we feel more secure working with a Canadian company. Our clients feel more secure, too.

• Allows us easy management of leads and clear visibility of opportunities for the sales team
• User levels allows us to lock down various parts of the system to only allow them to view or edit certain areas
• Allows us to manage customers in one piece of software and avoid having to use separate software for support, sales and operations

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info