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 Qualtrics is a good medium for creating surveys and getting analytics back for it. I think it's easy to learn if you are in the business of creating surveys or if it's part of your studies. It can be a little overwhelming for a brand new user who has never created a survey for the first time. So onboarding could be better.
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 Qualtrics CoreXM is easy to use for quick one-time surveys or for measuring opinions over time It's great for sending/managing RSVPs for meetings or other gatherings or to collect important data like Conflict of Interest declarations. Qualtrics CoreXM's reporting and crosstab functionality is beefy and gets better all of the time. I'm always amazed at how easy it is to generate reports for sharing my survey response data and research. 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 The collaborate feature can be clunky and sometimes we have to remove access and add a person back in for them to see the survey in their lists We have a contract through our university and more than one person has created their account in the wrong place, causing some administrative headaches as that is fixed so that we can collaborate on surveys with them. I wish it was easier to organize my surveys into folders, there should be a more efficient way to do that. 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 I was impressed a couple years ago when two heads of market research at Fortune 500 companies told me about them, and I've been even more impressed with the advancements I've seen in the last year. I like where the company is headed, and I look forward to using them again in a future role.
Read full review Usability All the menus are very user friendly and intuitive. I can always find exactly what I'm looking for and can change anything I need to with ease. All the elements of the survey are adjustable with very little effort and without confusion.
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 Whenever we have had an issue with trying to figure out how to do something (even though the documentation is incredibly well put together) we have asked Qualtrics support and have always received our answer nearly immediately (I think in maybe 10 times, only once did a support person need to call us back). Qualtrics support is dedicated to solving customer issues right, and in the first contact, if at all possible
D. SKye Hodges Project Manager, Systems/Tools (Global Services Operations)
Read full review Online Training I still use it. It does everything you need an online survey to do. From heat mapping to complex skip logic and display logic. I use it weekly and it never disappoints
Read full review Implementation Rating I like being able to easily integrate new colleagues by simply giving them a log in user name and password
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 ]Qualtrics] CoreXM is great if you want something that is a little more [long] lasting and impactful than a simple survey engine, but aren't quite ready for something that is a long term sustainable program. I would put [Qualtrics] CoreXM squarely in the large, defined project phase. CX is more of the program phase, and other lessor vendors are great for the pre-project definition phase
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 Increased productivity due to the highly intuitive user-interface and template saving capabilities. Reporting and analytics are extremely valuable. Our team can track responses and share feedback/results extremely quickly. If a user has created a great template, they can share to external teams quite easily. It helps other departments! Read full review ScreenShots