Formstack for Salesforce vs. GetFeedback

- 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.

The Salesforce integration is fantastic. I have seen it evolve over the years and it is clear there is some considered investment going on here. In its first guise, the integration was fine at pushing survey response data to objects of your choosing. More recently, the integration has introduced a managed package, which has brought a really flexible object structure to what GetFeedback, by SurveyMonkey writes to. In a nutshell, you get a Survey -> Response -> Answer three tiered structure, meaning that you don't have to configure every time you mix up your survey design to b more complex. Finally, the forthcoming managed package is now being updated to bring a nice home page with it, with some nice top down analytics. This is great stuff and brings a lot of hope for the future of the platform. That Salesforce use it as their preferred surveying platform over their own on platform one is telling.

• Collecting customer data and keeping it clean and organized
• I can send forms to the candidates so that they can easily review the documents
• The forms are easily embedded in websites, allowing us to utilize formstack for our various seasonal programs.

Incentivized

• Embed survey responses into an email to allow for easier data capture from customers.
• Automatically creates GetFeedback records in SFDC, which allows for greater visibility and better integration of reporting. This also drives a number of calls to action with internal teams via SFDC workflows and Gainsight.
• Very customizable look and feel of the survey to stay on corporate brand.
• Intuitive user interface.

Incentivized

• 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

• The only real challenge I've encountered is that they don't have a simple way to use a defined drop-down list that is in our CRM.
• I wish I could get a custom icon for ratings vs. just stars, hearts, circles or numbers. That was not a deal breaker, but it would be kind of cool to have.
• The process of creating a URL (distributing a Salesforce Aware Survey) to embed in an email template is a little complicated and takes some practice, especially for a novice admin that, at the time, didn't have much experience in adding modifiers and merge fields.

Incentivized

I'll keep this running forever!

It is incredibly straightforward to use. Setup time is hours to days. When it is up and running, you can forget it exists. The Lightning Platform integration then starts to provide many options around creative use of the tools. It becomes more about where you can extend to your hearts content. Lightning App developers will have a great time here.

The few times, and I mean few, I have had to reach out to the support staff they were very helpful. I was also lucky enough to meet the developer at a users' conference. His willingness to hear what I had to say was impressive. After understanding his background coming from the CRM world I knew that he knew what we as users needed in the way of integration.

Incentivized

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

Incentivized

GetFeedback has a professional appearance and dynamic content UI that is more trustworthy than other solutions. Additionally, the transitions and branding of GetFeedback are user-friendly on any device making survey response easy to manage. Finally, Salesforce integration is made not only easy but encouraged with a comprehensive ability to customize survey content.

Incentivized

• This can lead to time savings, allowing employees to focus on more strategic tasks rather than manual data handling.
• By automating the transfer of data from forms to Salesforce, the platform contributes to improved data accuracy.
• The automation and customization capabilities of Formstack can streamline various processes, from lead generation to internal approvals.

• Our response rate for our lead qualifying survey has been hovering around 55%. That doesn't mean that they complete the entire thing, but at least we are getting some answers back. It also allows us to weed out any leads that are outside of our scope of work. The survey when answered in its entirety gets a lead 13 steps down our customer journey map.
• The automation of sending out the recruiting survey has allowed our recruiting manager to focus on qualified applicants and has completely eliminated the duplicate data entry of key information that the hiring managers required for determining if a candidate should be scheduled for a phone interview. Over the past year of using this survey we received 145 survey back. That is 145 manual emails that no longer had to be sent out by staff. You do the math on that time savings.
• The new hire training feedback has allowed internal trainers to understand how to better tailor each session to on-board future employees in a more effective manner. With over 33 different training modules you can imagine how intensive our on-boarding process can be and if we can understand what works and what doesn't this only adds to the effectiveness of each trainer.

Incentivized