Likelihood to Recommend FormAssembly is an excellent tool for creating personalized web forms that integrate with
Salesforce . It is a very powerful tool and although it is user-friendly, there is a learning curve. It would be less suited for very simple forms that do not integrate with other systems, as there are probably simpler tools available for that purpose.
Read full review They have done a good job at helping us maintain the integrity of the project while transitioning to a completely new platform. Our Voice of the Customer program happens to consist of multiple surveys within one "master" so I guess logistically it could be considered complex
Read full review Pros SalesForce integration is really nice. You can map to specific fields with form values, or you can use detailed formulas. You can also choose to bypass assignment rules on a per-form basis, and create customized logic for when cases are created, when leads are created/merged, etc. It's very robust. Form creation in general is very simple. They've gotten good over the years of creating an intuitive, drag and drop interface that's quick to edit. I like that you can also assign values to fields so conditional form building gets easy. I like that you can customize how responses are viewed in the response window. Choose what columns show up so you can find records with ease, and with just one glance. OR you can download everything to excel in a snap too. Read full review Confirmit has a fairly shallow learning curve allowing someone with no experience to be able to create a simple survey with not much time invested in training. Confirmit also has the flexibility to be used in very advanced ways. Whether modifying the display/page content's layout or modifying input types with jQuery, it is incredibly adaptable. Confirmit (with v. 18) now collects data in a true SQL database which is far more robust and easy to administrate than some other methods of data storage. Read full review Cons It may not be Salesforce Lightning Experience compatible - at least for us - in terms of linking to Lightning Experience Notes Saving a form edit can be confusing depending on where in the form the edit is made It would be nice to add a background image so that the desktop browser doesn't have so much white-space around the form. Read full review Ensure correct data collection. This is Confirmit's main goal, and which sometimes fails to succeed. Integrated data back-up service. It would be great if we could look at the data from a couple days previous. Interactive layout creator. Current layout creator is really "squared" as we say, it needs more flexibility with all the incoming technologies such as HTML5 and CSS3. Read full review Likelihood to Renew 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.
Read full review From my point of view Confirmit has been a key tool in our organization. Without it we can't deliver what we do at this moment. Confirmit has proved that is a reliable, stable and easy to use tool. The few issues we found (as far as I know) were sent to Confirmit support team and fix them. Patching the product has been done faster and without large downtime of the product
Read full review Usability Confirmit is a very technical tool, it takes time for someone to get used to the interface, even when it could definitely be more intuitive or user friendly, this is part of Confirmit's strenghts that makes it one of the most robust data collection technologies out there.
Read full review Support Rating 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.
Read full review The support team is responsive and I can tell that they are actually trying to help get to the heart of the issues before making us try every possible solution available. They ask the right questions and test things before coming back to us with proposals. I like the support team at Confirmit.
Read full review Implementation Rating Should let the professionals handle implementation, don't have only the operations team at your company do it.
Read full review Alternatives Considered When we were researching options 2 years ago, FormAssembly beat other form tools hands down based on
Salesforce integration features. The ability to declaratively set up prefill and post-submission data connectors supporting complex hierarchical data relationships was huge there. We also valued the ability to authenticate
Salesforce users on the form. This allowed us to ensure that only authorized individuals could make updates to their records (and not other people's records) via the form. Since we embed it so heavily into
Salesforce , we often compare FormAssembly to
Salesforce 's native Visualforce and Lightning Component frameworks when deciding how to fulfill a data capture requirement. Unless something very custom is called for, we very often choose FormAssembly first for the flexibility it gives us to build and iterate in the early phases of a new program.
Read full review Forsta has a strong product functionality and performance. Integration capabilities are fantastic and i
t has strong customer focus. Pre-existing relationships also helped in cracking this deal. People at Forsta are helpful and customer centric. Although cost is not highly competitive but it comes close to value for money. Competitors have quite a few functionalities but there are additional charges levied for them.
Read full review Return on Investment FormAssembly allows staff to gather better data and not have to do so much manual entry. This allows staff to focus their energies on other mission critical items. FormAssembly helps to improve data quality by reducing duplicates and enforcing data quality. Read full review I love Confirmit, the only negative is that my experience using any other program is always terrible in comparison. I had Confirmit rep come into the office and was disapointed that they didn't have much informaton on how to use it as a researcher in marking research, perhaps employing more internal marketing researchers would help that. Read full review ScreenShots