Formstack for Salesforce vs. Zoho Survey

- 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.

Zoho Survey is everything you need in a survey platform. If you already have the Zoho One suite, it makes a complete replacement for Survey Monkey. I don't think anyone would need this app on a standalone basis, however, mainly because Zoho has a full suite of other apps you should be using on top of Survey.

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• 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.

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• Zoho Survey comes with a simple UI and the builder offers many different question types. Its strength may be in simpler or more basic surveys, but it is definitely intuitive enough to design a very in-depth survey. Publishing surveys is again a straightforward process and is easy to do.
• The piping and logic features provide a better user experience for survey respondents, and are easy to configure within Zoho Survey. New features are always being added to Survey and the resources pages offer great detailed info on how to use the features of Zoho Survey.
• The integration with other Zoho apps (Zoho CRM, Zoho Analytics, etc.) is a real strength. Zoho has ingeniously created an entire "operating system" for business that integrates all their apps so perfectly. For example, if you send a project survey to a contact you can view their response contextually within the CRM system. So basically, project managers can stay in the CRM and see all Zoho Survey responses from their customers.
• Survey scoring is a great feature as well!

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• 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

• I honestly can't think of anything wrong with it (on our end). It does what it needs, and I've never had any issues retrieving surveys received.

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Zoho Survey is really easy to use. We've used Doodle and Survey Monkey in the past, and Zoho Social is just as easy, if not easier to use.

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Zoho's support is always quick to respond and troubleshoot any issues

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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

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We went with Zoho Survey largely because we use other Zoho products. I did try SurveyMonkey and actually found it a little overwhelming in terms of how much customization you could do with it. Once back with Zoho Survey, having used other Zoho products, I was more comfortable with the way it worked (although Zoho's UI does have its quirks to get used to). Recommended for Zoho Users especially.

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• 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.

• The results obtained have been great in relation to the saving of time and money that we have saved.
• It's so simple to use, has allowed everyone in the organization to use it, which is great for the contribution that each partner offers.

Incentivized

Independently Invited by TrustRadius

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