Salesforce CRM Analytics (formerly Tableau CRM) is a cloud-based business intelligence solutions and analytics software. It provides users with automated data discovery, CRM-connected analytics, top-down views of data, augmented analytics, predictive insights, and customizable data visualization tools.
$125
per month
Wufoo
Score9 out of 10
N/A
Wufoo is a web application for creating online forms. The tool automatically builds the database, backend and scripts needed making it easy to collect and understand data. Wufoo was acquired by SurveyMonkey in 2011.
For us it really comes down to that book management and next best contact for our advisors. When we're thinking about a book of business that may range, depending on the advisor, from 400 clients to a thousand clients, how do they really optimize their time? Who do they call next? Who do they work with to make sure not only they're keeping those clients engaged, they're not leaving the firm going to other advisors who they haven't talked to in a while who might need their attention. That's really where that CRM analytics is really proven pretty powerful for us.
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
Wufoo is well suited when someone needs to gather data from visitors. It's not so well suited when you need to have people send files over 25MB in size. That's the limit and it's pretty low. We use it for resumes and MS Word files, so the size is okay for us, but might not be the case for other needs.
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
Flexible, multiple entry forms: Wufoo allows users to create forms with multiple options or formats (radio, single choice, checkbox, text, paragraph text)
Conditional forms: Need to ask a question that only applies to a specific group? Then Wufoo is for you - it allows you to create conditional logic that allows you to reserve specific paths for specific entrants.
Integrations: Wufoo integrates with EVERYTHING via Zapier. You can sync it to Google sheets, email ESPs / CRMs, payment gateways... All kinds of applications for this software with its flexible uses & integrations, including embeddable HTML or direct integration to your website.
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
Implementation takes time and resources. It is a heavy lift to implement and at first, it can take a little bit of time to understand what you are looking at. But once it's implemented it's easy to get started.
Without any BI expertise or resources available to your organization, the implementation of this is difficult. If you aren't used to BI tools and don't have an expert in house, the terminology can be difficult to understand at first.
Their support is not on hand to help you if you encounter any issues, at least not on all the plans or the basic plans. Real-time support service is an add-on, so you'll need to be patient if you require help or pay extra money.
More functionality for the tool is needed to compete with other heavyweights in the arena like Tableau, Qlik, and Microstrategy. Still lacks the robustness, functionality, and flexibility other competing products possess.
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
I only give it this mid-range rating because, since the 2014 Super Bowl is history, our company will be closing in a couple months. I hope in my next employment opportunity that I will be able to use Wufoo again. I will probably use it to a limited extent in my personal life to communicate with friends and contacts in a unique manner. I am also working on a Certificate in Web Development and I definitely use Wufoo as embedded forms in websites I build.
For someone who don't have coding background, this could be a useful tool and fairly easy to learn and use given the good support. However, if you know other open source tools, it would be much easier to use the other tools and the knowledge is more transferable in the future.
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
Wufoo's usability from the user to the client is simple. The forms are simple to construct and they are easy for our clients to fill out. I have yet to really hit something that is difficult to do and even when I do get a little stumped their excellent support team helps me through it.
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
Every time I try to use a different Form Builder - I constantly go back to Wufoo, especially compared to WordPress Plugin Form Builders. The biggest reason is the reliability of the form notifications getting sent and delivered are better than form builder that rely on the Wordpress Mail Send Feature. The only feature that I have found over the last 3 years that Wufoo is missing is the ability to customize the layout of the notification emails. But that is minor in the grand scope of its reliability.
I was not able to be in interaction much with Salesforce support team since every feature works the way it should be working. So far I have not experienced any bug or major glitches that would delay the result of my work and performance. There is also a hotline in our company for Salesforce issue but so far I have not used it.
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 will be completely honest - I have never needed to contact any specific support for Wufoo. This is because we've never had any problems with Wufoo that I'm aware of! It has proved to be a reliable and easy to use product, and therefore, we have not needed to reach out for any kind of support or assistance. I suppose this would speak to the exceptional quality of the product!
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
An implementation partner would certainly result in greater output in a more efficient amount of time. However, I have found implementation partners to be extremely expensive for the output received (at least working for a non-profit company they are frequently unaffordable). Internal implementation does help with usable output though since internal knowledge would better know the data architecture and business processes
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
Implementing Wufoo was a seamless process. It was an instantaneous transition from the old pdf forms and webforms we were using to the easier to understand Wufoo forms. Employees learned it with ease and the clients response was instantaneously positive. Adding Wufoo to your workflow is not only easy it is necessary.
Tableau is the absolute top of the class when it comes to business intelligence, but it doesn't make sense for every business case. In our case, we needed a simple data visualization platform for our CRM platform and sales pipeline. Salesforce Analytics, while nowhere near as robust, did the job we needed it to do perfectly in a significantly more cost-effective manner.
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 terms of building reports, Wufoo is very similar to Google Forms. Both have the capability to edit live forms and immediately share them. Wufoo offers a few more features than Google Forms does as well. Overall, our department has looked at both options and continues to use Wufoo because of the data management and ease of building forms.
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
I would say it's been positive just because as a company, anyone that has access to it can go in there and pull any company information and we're very up to date then on all of our client base. So I would say it's been a very positive impact.
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
Wufoo has had a positive impact on our marketing department by allowing us to create and deploy forms on our websites and landing pages with significantly increased efficiency and speed.
Wufoo has also had a huge impact in reducing our reliance on IT support to build and deploy forms to our websites.
Wufoo has also empowered our marketing team to be able to try and solve our business problems through tons of integrations between Wufoo and other 3rd party systems (such as Salesforce and Zapier).
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
