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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Sogolytics
Score 9.0 out of 10
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Sogolytics (formerly SoGoSurvey) is an online survey software solution that helps users create surveys quickly. The free package includes basic features for building surveys and the paid package includes advanced features.
- 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.
One of the most significant benefits of using Sogolytics is its robust reporting capabilities. The platform allows us to generate comprehensive reports with clear visualizations, making communicating our results to funders easy. This has greatly enhanced our transparency and accountability, demonstrating the effectiveness and impact of our programs.As a nonprofit organization, we are incredibly grateful for Sogolytics' support to organizations like ours. The platform's accessibility and user-friendly interface have made it an indispensable tool in our efforts to provide quality programs to schools and students in need.
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
Providing users the ability to follow along a specific question example (eg. placeholder text in questions that users can see what the answer might look like)
Better media management and implementation (eg. placing images/videos/gifs/etc. as standalone assets in the survey)
Making the images added into a survey responsive to the screen they are being viewed on (eg. any images added to a survey do not adjust to the size of the screen, consequently showing up very small on mobile/tablet view)
Exporting the survey to Word looks horrible - we'd love if the survey could be exported the way it looks when live into a similar-looking Word document or template
Everything on the platform is laid out logically and in a manner that even our less technical administrators can go onto the system and create/manage any surveys or feedback questionnaires. The options for distribution of these surveys are also simple and straight forward with all available choices showing. Our users don't need to know the ins and outs of the system to be able to use it.
I had an issue whereby I used a free trial that ended, locking me out of my account. I contacted their customer service to help with this issue, which they resolved in under half an hour. I was extremely impressed with their speed and quality of service, which led me to filling out this review!
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
I evaluated several different products, including SurveyMonkey. SoGoSurvey appeared to have the most features at the best value. Unfortunately, the "free" service didn't satisfy our needs and we had to upgrade during the first survey. I found SurveyMonkey and SoGoSurvey to be very comparable.
Cost. The software is very reasonably priced when judged against its functionality. The cost and risk of deploying paper surveys, coupled with the additional time it would take to input the data before analysis, means we have a lot less to worry about, have saved time and money.
Data and reputation. Security of data is important to us. Using this software has enhanced our credibility with clients. We're serious about data security and this software shows that we are.
Ethics and reputation. We are also serious about achieving the highest ethical standards in research, and nothing in this software impedes our ability to meet these standards.
Speed. The online training, all of which has been 1-2-1, helped me get to grips with the software and deploy it quickly. The quality of training is very high indeed.
