Formstack for Salesforce vs. OpenText Documentum vs. SnapSurveys

- 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.

Documentum is best used in medium to large institutions that can afford it, have alternate solutions for web publishing, and who have either in-house developers or can hire good Documentum developers (not the ones who know Java but do not understand ECM). It is, in my opinion, the best heavy duty ECM solution out there, assuming OT is not gutting it as we speak. That is my only hesitation to not giving it a 10, OpenText is an unknown quantity in this and I worry that they will only support Documentum until they have figured out how to fill the gap between Documentum and OT and then offer a migration path to OT with a Documentum sunsetting as an incentive.

Incentivized

I think it is very important to go through their training videos and user guides. Devote the time to learning it correctly from the beginning. In the long run you will enjoy it much more than plowing right into it and then trying to find out if you did it right. Also, while you are not required to buy the annual maintenance contract, I think if you are going to use the program, don't skimp, buy the annual maintenance contract. The free technical support is necessary, especially when you are up against deadlines.

• 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

• Records management: Compared to other content management systems, this provides a efficient and scalable solution. It gives lot of flexibility in managing the content as Records or Legal holds.
• Workflow system has external plugins to connect with FAX, Mail, Database and FTP servers etc. which gives an option to integrate with any system with documentum.
• Creation of websites and maintenance is easy. Content authors can create the pages with effective mechanism.

Incentivized

• The training helped me to customize surveys for the different departments that the office of IR served.
• Surveys were easy to create and gathering information was made easy because SnapsSurveys worked well with SPSS.
• Once surveys were created I could scan them and have the results to my boss in less than an hour depending on the size of the survey group.
• Snaps customer service reps were always willing to help.

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

• WDK framework has been the biggest drawbacks from the application speed point of view, as well as client complexity and not so natural look and feel. Yes, with the latest releases much of these features are improved.
• EMC is very expensive to buy, own and support, where some products require many dependent Docuemntum products to be installed to work at its best.

• Though the user interface is easy to navigate, it would be nice to see is design updated to something more aesthetically pleasing.

Stability is a key factor as well as its flexibility. Also, any organization that deploys Documentum will have made a significant investment in terms of time and money, so not renewing its commitment can come with a significant cost. That said, the decision to deploy Documentum initially should come only after extensive evaluation, knowing that once deployed it will likely remain the platform of choice.

Incentivized

The main reason we will renew is that it does the job, it supports our system, and we have budgeted for it so why change?

I think as an organization there is always room to grow, however, this application has really helped us with our dilemma with offline, online, and paper surveys. We are able to make our surveys fun and engaging and the interface for the person creating the survey is user-friendly. Customer service is very helpful if you need additional support.

Incentivized

Support is better than with ECM, but could use some improvement.

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

At the time it was purchased it was one of the best, most robust solutions available on the market.

Incentivized

It is an in between option. The options we evaluated were Qualtrics and SurveyGizmo. It's cheaper than Qualtrics and easier to design surveys than SurveyGizmo. Nonetheless it's not the worst option out there like SurveyMonkey.

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.

• After this product, the client is able to manage content security and due to it, the client is able to use the business process, and this really reduces effort and increases the profit in business.
• It provides integration with SAP easily which really helps the client to manage this effectively and with minimum effort system is ready to use.
• Also searching, automated flows also create a bigger impact and reduce a lot manual effort.

Incentivized

• Using a professional survey package enhances my reputation as a research professional.
• I have been able to use the software's functionality to exceed my clients expectations.