Formstack for Salesforce helps users create dynamically prefilled forms, automating document generation and streamlining digital signature collection without leaving Salesforce. In this way, the solution helps companies ensure customers never fill the the same information twice, with no manual data entry and uploads required.
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Fulcrum
Score7 out of 10
Small Businesses (1-50 employees)
Fulcrum is a hosted mobile forms platform that enables users to build custom apps for capturing information from the field. Users can design forms using the intuitive, web-based drag-and-drop designer and deploy to their mobile workforce for gathering information like Text, Photos, SpatialVideo, SpatialAudio, Signatures, Barcodes, GPS Location, and more.
- Formstack for Salesforce excels in scenarios where organizations need to capture leads seamlessly. The platform's ability to create customized and branded lead generation forms, coupled with its direct integration with Salesforce, facilitates the smooth transfer of lead data into the CRM system. This is particularly beneficial for marketing teams running campaigns and events.- In scenarios where the primary goal is to collect basic contact information without the need for complex workflows or integrations, the comprehensive features of Formstack may be more than what is required. Simpler tools or solutions might be more appropriate for straightforward contact form needs.
We use Fulcrum to record information about vehicles and our product in the field to ensure we have clean and organized records of work completed and issues encountered. This has unlocked immense value for us. It allows managers to review work to maintain high quality. Using Fulcrum has also allowed for large amounts of field data to be gathered and quickly transferred from our field team to our engineering team when necessary.
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
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
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
mastering the more advanced features of Formstack, especially those related to complex form configurations and workflow automation, can be challenging.
we need a broader range of pre-built templates within Formstack
Improvements in the mobile app experience, such as a more intuitive design and additional features comparable to the web version, would enhance the usability of Formstack
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
Formstack has a lot of work to do to get up to Jotform standards. Jotform has more payment integration options which is a HUGE selling factor for us as far as which program to choose. They also offer more discounts for non-profits which we work with often. Formstack has some pros but Jotform is more elaborate
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
Manual data entry of collected field information is no longer required saving anywhere from 1 to 10 hours of tedious work and eliminating human error.
Clients are impressed with our ability to use digital field notes and our ability to communicate in near real time which helps ensure client retention and expanding our envelope of work with them.
Instead of spending time trying to find out what, why, where, and when a picture was taken the guess work is removed as photos are georeferenced and can be annotated in the field.
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
