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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Qualtrics
Score7.8 out of 10
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Qualtrics is software for advanced quantitative and qualitative research to design products that satisfy customers, increase market share, and build enduring brands. The platform brings sophisticated quant and qual research together with analytics in a single platform.
- 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.
Qualtrics is a good medium for creating surveys and getting analytics back for it. I think it's easy to learn if you are in the business of creating surveys or if it's part of your studies. It can be a little overwhelming for a brand new user who has never created a survey for the first time. So onboarding could be better.
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
Qualtrics CoreXM is easy to use for quick one-time surveys or for measuring opinions over time
It's great for sending/managing RSVPs for meetings or other gatherings or to collect important data like Conflict of Interest declarations.
Qualtrics CoreXM's reporting and crosstab functionality is beefy and gets better all of the time. I'm always amazed at how easy it is to generate reports for sharing my survey response data and research.
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
The collaborate feature can be clunky and sometimes we have to remove access and add a person back in for them to see the survey in their lists
We have a contract through our university and more than one person has created their account in the wrong place, causing some administrative headaches as that is fixed so that we can collaborate on surveys with them.
I wish it was easier to organize my surveys into folders, there should be a more efficient way to do that.
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
I was impressed a couple years ago when two heads of market research at Fortune 500 companies told me about them, and I've been even more impressed with the advancements I've seen in the last year. I like where the company is headed, and I look forward to using them again in a future role.
All the menus are very user friendly and intuitive. I can always find exactly what I'm looking for and can change anything I need to with ease. All the elements of the survey are adjustable with very little effort and without confusion.
Whenever we have had an issue with trying to figure out how to do something (even though the documentation is incredibly well put together) we have asked Qualtrics support and have always received our answer nearly immediately (I think in maybe 10 times, only once did a support person need to call us back). Qualtrics support is dedicated to solving customer issues right, and in the first contact, if at all possible
I still use it. It does everything you need an online survey to do. From heat mapping to complex skip logic and display logic. I use it weekly and it never disappoints
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
]Qualtrics] CoreXM is great if you want something that is a little more [long] lasting and impactful than a simple survey engine, but aren't quite ready for something that is a long term sustainable program. I would put [Qualtrics] CoreXM squarely in the large, defined project phase. CX is more of the program phase, and other lessor vendors are great for the pre-project definition phase
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
