Lightning Tools Lightning Forms vs. Satmetrix (discontinued)

Overall, there are many use cases for which Lightning Forms provides a slick, easy to develop and extremely useful solution. Request forms that need to be actioned and inspection forms are the scenarios that we have used them for so far, which have seen a lot of success. We have decided that other scenarios that are perhaps more sensitive, for instance forms that may contain special category data relating to our customers, are less appropriate given the permissions/licensing constraints of both SharePoint and Lightning Forms.

Satmetrix is best suited if you don't currently use Salesforce. A lot of its main selling points are negated by the virtue of having Salesforce. Case management is in Salesforce, reporting is in Salesforce, the structure that NPX imposes is actually clunky and unwieldy, and is much more streamlined on competing platforms such as GetFeedback and SurveyMonkey. The only thing that leaves is the consultative service on being best practice and I don't really get to see any of that.

Incentivized

• Simple user interface - users of the forms intuitively aware of how/where to input information. This is in part due to being able to show or hide different questions or areas of the form, and making them required or not, based on previous answers.
• Low/simple code - building complex forms with automation and multiple dependencies or lookups is relatively easy once you get started. You have the power of JavaScript to use and do some quite clever things if you can get to grips with it - a lot of solutions are only a Google away.
• As it is based on SharePoint, it integrates perfectly with the rest of the M365 suite. Things like PowerAutomate enhance its functionality even further.

• Ease of use; SaaS solution, all web based - simple, straightforward and easy to use
• Multi lingual; we are able to use multiple languages for our surveys
• Reporting is very flexible; reports can be run for pretty much any data point that you can capture!

• The styling of the form can sometimes be slightly awkward to use depending on what you're looking to do. For instance, if I was looking to highlight fields that users have missed (left empty), I would need to set up a validation for that question and then set a style for that particular field for when it is invalid. When you have a large and complex form with lots of dependencies, this is awkward.
• Support for complex and niche issues is slightly lacking in my experience. I submitted a helpdesk ticket for help with a strange issue I couldn't figure out, which took several weeks to get a response to. Because it is niche, it's more difficult to find an answer by searching the internet. Luckily, knowing there is likely to always be a fix if you find the right place/use the right formula, I manage to resolve the issue with some trial and error.
• It is disappointing that Lightning Forms does not integrate with the MS Lists app. Having the ability to access the form through the list app would add in a lot of useful functionality, including a better experience for users when taking photos to add as attachments.

• Implementation did not go as well as planned and there were problems.
• If you are running multiple surveys, slicing and dicing data is not that simple.

Incentivized

The previous experience was so negative that even if they have improved since then it wouldn't help. Another more pertinent reason is because we have an existing 3 year contract with Medallia. Lastly, vendor transitions in our environment (B2B in 132 countries) is extremely painful. I've managed two of them and wouldn't wish it on my worst enemy.

Incentivized

It is very user friendly both to me who is building the content (with little background knowledge of coding etc., other than what I have picked up from using products like PowerAutomate, PowerBI, a bit of html etc.) and to end users of varying levels of IT proficiency. This has been extremely important as we have used the forms to make relatively large process changes, and need to have our users on board and seeing that it is actually easier than it was before.

Some support has been okay, but in one instance of a fairly complex problem, the support team were not able to provide me with a fix within a few weeks, before I was able to find a workaround myself.

We were using Microsoft Forms, SharePoint Lists and PowerAutomate to attempt to do much of what we are currently doing. Functionality is very limited in comparison. The ability to make questions required based on previous answers was a massive improvement from normal SharePoint List forms and has greatly improved the quality of data. Also just the very visual display and customisation is much better.

I haven't evaluated any other products. Our executive team selected NPS as the preferred measurement of customer sentiment and Satmetrix is the only certification company I am aware of.

• We changed the process by which site colleagues report repairs on behalf of customers. Instead of emailing them into a shared inbox, they now report them using a lightning form. We have seen a great improvement in the time taken for our team to log the repair issue from the time is arrives with them.
• We anticipate that streamlining our void property reletting process by using a SharePoint kanban board view with lightning forms (providing a single platform for all things void) will reduce avoidable days vacant and therefore reduce our void loss.

• With the knowledge gained front he transactional surveys, Satmetrix helped us significantly improve our customer service processes.
• Combined with the relationship survey, we were ultimately able to improve our customer retention by over 20% within 2 years.

Incentivized