FormAssembly vs. Predictive Index Behavioral Assessment

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.

Incentivized

Predictive Index has served us well so far in helping determine key personality traits of salespeople we hire. How will they sell? Is sales a good fit for them? We have not expanded to use it with other teams/depts yet. We primarily use the behavioral assessment (not cognitive).

Incentivized

• 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.

Incentivized

• Create job targets using behaviors which would enable someone to be successful.
• Helps recruit the right fit by asking the right questions.
• Helps increase communication across an organization within teams and across departments.
• Helps provide managers with support on how to best communicate and help develop their direct reports.

Incentivized

• 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.

Incentivized

• In Beta -> Hire -> New Candidates - > I would like to see the ability to create 1 or 2 additional "Type" folders that can be customized for my company. By being able to do this, I can more efficiently manage my potential candidates, rather that every time I go to review a position, having to make these individual selections each time. I would like the favorite icon and the pass icon to remain; however find it extraneous to have to sort through these candidates each time.

Incentivized

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.

Incentivized

We have plans to expand this to our entire organization in the US as well as our affiliates in Germany, France and the UK.

Very easy to use for both administrators and those taking the assessment. This tool is really a game-changer for staffing, onboarding, and retention. It is like having a crystal ball sometimes with insights into the behaviors of job candidates and is critical for finding the right person for the right role.

Incentivized

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.

Incentivized

The Customer Success team has been quite helpful during the times that I've interreacted with them. I've also found support and implementation to be responsive with any questions related to the initial set up phase or for on going support. Overall we've been pleased with the support offered by Predictive Index Behavioral Assessment.

Incentivized

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.

Incentivized

The other assessments that we examined felt more like an SAT exam than a recruitment tool. The results were difficult for our managers to read through and understand. There were a lot of words, with very little actually being said. The PI was succinct and precise.

Incentivized

• 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.

Incentivized

• The PI has been very helpful when analyzing employees. You cannot go wrong when you are able to see a candidate or employees work style.
• The ROI is very positive. A lot of companies have a specific culture that they are trying to create or adhere to. This software helps you see if an employee would be a good fit for your company or not.