FormAssembly vs. Quantum Workplace Engagement Surveys and Pulses

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

This is well suited to give you a guideline of where your company is at and areas that can improve upon. This was our first year so I believe when we continue to use this it will show areas that we can still improve upon and areas that we have improved upon

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

• Quantum reporting was really easy to read and great for presenting to upper management.
• They also offered some great additional resources for an upcharge.
• This software is customizable to your organization, which is great.
• This software was very user-friendly for my employees completing the engagement survey.

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

• I mentioned this to them after our last survey. The first year we did the survey the Quantum Workplace site provided us with detailed information on creating improvement plans, questions for employee focus groups and best practice information. While the site still provides information on creating an action plan, they removed the other information and haven't offered any new tips in the past two years. I would like to see them bring this back and update it each year so it is fresh and provides usable action items.

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

Everything that I had expected from the survey were delivered with a few more

Incentivized

The survey is very easy to use. Our Team Members were able to take the survey via their cell phones and had little to no trouble completing them in a reasonable period of time. Our folks in the office with computer access were all surprised at how easy and smooth the process to provide feedback went and how quickly they were able to work through each question.

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 professionals at Quantum really take the time to understand you and your organization and I think this goes a long way in rolling the product out with little to no issues. Their Customer Service Team does an outstanding job of being available or getting back to you in a very short period of time. I do not recall EVER being frustrated because I had to wait to get a question answered or could not get a question answered within a reasonable period of time.

Incentivized

Very easy system to use. I also like how you can customize your survey to work on certain areas you feel are important at the time. They also provide you with a list of questions you can select from as well as implement any custom questions you feel would be beneficial

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

We selected Quantum Workplace for three primary reasons:

• Greater database of survey responses from more organizations and employees (strong benchmark universe)
• Automated tools to create department level executive summary presentations
• Prior experience with Quantum via Best Places to Work survey

And, finally, the pricing was very competitive, although not necessarily the lowest.

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

• Much better turn-around on reporting which has led to us being able to begin follow-up steps with our employees MUCH quicker.
• Improved results analysis allowing managers to better target their efforts.
• Reporting that is consistent with our marketing brand standards so that it doesn't feel too "off the shelf".