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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Kantar Research Services
Score 8.0 out of 10
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Kantar Marketplace (formerly Lightspeed Research) is a market research specialist offering survey engagement software and global panel management, data on-demand, and market insights.
- 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.
Really relevant for testing new product launches with customers. Often NPD fails to find the sweet spot of differentiation and impact (commercial or customer impact) and having the insights to test along the journey makes teams more agile and more motivated to trial new things without sinking over cost where you move from a concept to reality. Also helpful for studying different types of marketing impacts for longer-term campaigns on customer perceptions which are important measures of success beyond the commercial.
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
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
From my position, it's having a positive impact on the people involved in planning customer-led projects - more innovation that is bolder, more confidence we are focussing on the right areas, less time trying to sign things off or dissect where things went wrong, or convincing leadership teams to keep the the testing.
