PlanSource vs. Sogolytics

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
PlanSource
Score 7.3 out of 10
N/A
PlanSource BenefitsOne is an employee benefits engagement platform, from PlanSource headquartered in Orlando, Florida. The solution presents streamlined workflows and real-time integrations, as well as a mobile-friendly enrollment experience that’s designed to maximize HR efficiency and plan adoption.N/A
Sogolytics
Score 9.0 out of 10
N/A
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.N/A
Pricing
PlanSourceSogolytics
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
PlanSourceSogolytics
Free Trial
NoYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
PlanSourceSogolytics
Top Pros

No answers on this topic

Top Cons

No answers on this topic

Best Alternatives
PlanSourceSogolytics
Small Businesses
Justworks
Justworks
Score 7.0 out of 10
Zoho CRM Plus
Zoho CRM Plus
Score 8.7 out of 10
Medium-sized Companies
Paypro Workforce Management
Paypro Workforce Management
Score 9.6 out of 10
CustomerSuccessBox
CustomerSuccessBox
Score 9.5 out of 10
Enterprises
Infor Human Resources
Infor Human Resources
Score 7.1 out of 10
Quadient Inspire
Quadient Inspire
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
PlanSourceSogolytics
Likelihood to Recommend
7.3
(1 ratings)
8.3
(32 ratings)
Likelihood to Renew
-
(0 ratings)
9.1
(3 ratings)
Usability
-
(0 ratings)
8.8
(18 ratings)
Support Rating
-
(0 ratings)
9.0
(18 ratings)
User Testimonials
PlanSourceSogolytics
Likelihood to Recommend
PlanSource
Less appropriate for small groups with one very simple health plan. More appropriate for 20+ EE groups with multiple plans and supplementary benefits.
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SoGoSurvey
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.
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Pros
PlanSource
  • Puts all of your healthcare selections in one place making changes, drops, and additions are taken care of in one place instead of having to contact every vendor individually.
  • Keeps an accurate record of real time enrollment which helps when you are in an account manager role and handling client questions concerning their health plans.
  • Provides tools to keep the client and yourself organized. Several Open Enrollment messaging tools and places to add any educational documents for the different health plans.
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SoGoSurvey
  • Easy to use - easy to create surveys, send to participants and review the results
  • The library of ready to use templates is so helpful!
  • The large variety of question types helps to keep the survey interesting for the participant.
  • The "smart" question logic is amazing. I love having a follow up question appear depending on how the participant answers a previous question.
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Cons
PlanSource
  • The more advanced options, such as HCM, could have a slightly more user-friendly dashboard for users who are not daily computer users.
  • Needs to be easier to customize the homepage. Clients are always interested in adding in their own pictures, colors, welcome message position, etc.
  • Needs to have a function where the employer can send a document for the employee to sign, open and capture the employee's signature, send back to the employer and save in the employee file.
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SoGoSurvey
  • 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
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Likelihood to Renew
PlanSource
No answers on this topic
SoGoSurvey
Will definitely use the software again as soon as we need another survey to be conducted.
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Usability
PlanSource
No answers on this topic
SoGoSurvey
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.
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Support Rating
PlanSource
No answers on this topic
SoGoSurvey
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!
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Alternatives Considered
PlanSource
I have looked at GoCo, Kronos and Zenefits. I selected PlanSource because I felt it was the most customizable for a variety of clients across the board. The interface seemed functional but slightly professional looking than it competitors. PlanSource also seemed well established and that it was capable of handling my client needs.
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SoGoSurvey
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.
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Return on Investment
PlanSource
  • Positive - Reduces time spent contacting vendors of enrollment changes. When you are dealing with several hundred employees and their dependents across several vendors that time starts to add up.
  • Positive - Point of value when trying to gain or up sell a client.
  • Negative - You do need to meet the minimum number of people on the platform as per your contact to avoid having to pay a fee to PlanSource. If one of your larger clients leaves that could be a potential issue.
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SoGoSurvey
  • 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.
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ScreenShots

Sogolytics Screenshots

Screenshot of Survey Design: Survey design with SoGoSurvey is quick, easy, and intuitive. To add comments or one of more than 25 question types, simply drag and drop from the left menu.Screenshot of Survey Distribution: SoGoSurvey provides multiple avenues for expanding survey outreach while maintaining the integrity of data. The most popular distribution options include email, web posting, and social media platforms.Screenshot of Reports: SoGoSurvey’s customers rave about the versatility of its reports and variety of data analysis options. Reports are easy to run and offer many customization features so you can crunch a few numbers quickly or prepare for a polished presentation.Screenshot of Surveys: The variety of options for survey design is expansive, including (clockwise, from upper right): themed templates, funky quiz options, inclusion of your organization’s logo (ipad display featured), and basic, professional designs.Screenshot of Customer Experience DashboardScreenshot of Customer Experience Survey Bank