Formstack for Salesforce vs. KeySurvey

- 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.

I frequently worked with large numbers of survey recipients and the features that allowed me to cut and paste large lists of email addresses and features for checking email accuracy was helpful in speeding up the process of distribution. Also being able to customize and store various email templates in the tool saved time for repeated surveys.

• 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

• Ease of use for distributing email to large quantities of recepients.
• Exporting data for data evaluation and manipulation.
• Customizing the types of questions and response scoring.

• 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

• Based on our usage we didn't face issues using KeySurvey

The layout is easy to use and professional. We haven't identified missing functionalities.

We have had several moments when we needed the support (mostly it was when we were working on creating business logic for the survey and sometimes things didn't work as we expected them to). The KeySurvey support team was very friendly and helpful via chat and in case they couldn't solve the issue right at that moment, they always came back to us with a solution to our issue

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

In terms of a business logic implementation, I think KeySurvey had the most extensive features. Granted, I haven't used a paid version of SurveyMonkey, but for our purposes, the customization KeySurvey offered us (implementing our corporate colors, fonts, and logos) was one of the best features and it looked professional. Also, the name "KeySurvey" kind of sounds better and more business-like for clients from enterprise companies.

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.

• We used it for the voting process for the board of directors and it was the most convenient way to do it (especially since the report has a timestamp and it was important for us since there was a strict deadline).
• We could find out what our client liked or disliked during our meetings, events, or any other actions.

Incentivized