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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Salesforce Spiff
Score8.8 out of 10
Mid-Size Companies (51-1,000 employees)
Salesforce Spiff is a commission software that combines the familiarity of a spreadsheet with automation at scale. It is designed to streamline workflows, enable easier communication, and instill a high level of trust across all stakeholders.
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
- 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.
Spiff can serve well organizations that regularly pay OTE and performance-based incentives as it takes away the pain for users to track their OTE pay. It is also very convenient to access past reports for comparison or whatever purpose you may need it for. The build-in ticketing system also allows users to easily raise inquiries and for admins to have a single inbox for inquiries that they need to address.
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
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
Although reporting has been improved, it's an area that I feel could use more development (which they are doing).
Exports are good but to make them great, being able to customize the formatting and data that shows and which data doesn't show would be a great improvement.
The backend can be somewhat confusing with statements and obligations and which should be used when and so on, just as one example. With that being said they are very willing to teach and also just do the updates for you if needed, but if it was a little more intuitive without that help would make it 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
I enjoy using it and it is easy to see where you stand, the issue is still no live tracking, or at the very least, twice daily updates. You have the update in the morning, but I would like to see where I stand at the end of the day as well
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
Overall, the use cases of Spiff have been helping us to address important problems when it comes to commission calculation: (1) Accuracy of the commission calculation, (2) Transparency over how the commission is calculated, (3) Automation of commission calculation, which in turn saves us significant amount of time and energy and allow us to focus more on more important tasks
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
In all my time using Spiff, I only recall it being unoperational (outside the times when there is scheduled maintence. During those times, Spiff does a good job at communicating when their services will be offline and why). The times when I do get a small error, 9 times out a 10 a simple refresh of the browser will fix the issue.
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
Pages load quickly, dashboards update numerous times throughout the day, and the integrations are seamless and operate without a hitch. On occasion, commissions will be delayed in calculating corrctly by a day or so, but that is quite rare. I don't find that delay to be a huge hinderance anyways.
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 needed my account to be set up and there seemed to be some technical issues with onboarding and a customer service rep made herself immediately available to liaison with our IT department to get me up and running. I did not expect them to tend to our request with such urgency.
The training was conducted by our Spiff Account Manager and they would even create recorded videos we could send to the sales team so when they log in, they would understand how to use Spiff. Account managers at Spiff are a huge reason why I like that company.
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
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
It is a night and day difference between Sheets and Excel. The fact that it is integrated with Salesforce and calculates commission as you close deals make it super transparent and efficient when it comes to tracking your performance and commission. Spiff takes the manual work out of the equation. Reduces human error and increases collaboration.
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
We have a fairly large Enterprise sales team (200+ people and growing). Back when I first started at my organization this number was actually around 100 people. We've doubled in size since then and we have had zero problems adding these additional users.
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
