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What is Clicktools?

Clicktools is a cloud-based survey software. It enables business users to collect information through surveys, call scripts, and web forms; automatically centralize the data in CRM; and act on those insights to increase loyalty. The program is offered by Callidus…

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Recent Reviews

I heart Clicktools

9 out of 10
December 23, 2015
We use it to deploy performance reviews and assessment to external partners and members. It is primarily managed and used by our …
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Popular Features

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  • Data export (15)
  • Changes to live survey (16)
  • Multiple question types (16)
  • Custom logo/branding (14)
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What is Clicktools?

Clicktools is a cloud-based survey software. It enables business users to collect information through surveys, call scripts, and web forms; automatically centralize the data in CRM; and act on those insights to increase loyalty. The program is offered by Callidus Cloud, which in turn was acquired…

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  • Premium Consulting/Integration Services

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Snap Surveys offers both Survey Software and Feedback Management Solutions, including desktop survey software, online feedback management solutions, and survey research services.Snap Surveys offers complete tools for survey design, administration, data collection, and analysis. Snap Surveys…

What is Act-On?

Act-On is an adaptive marketing platform designed to drive personal and purposeful multi-channel marketing. Its foci are inbound and outbound marketing, for enabling a tighter alignment with sales and turning data into actionable insights.

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Product Demos

westbrook partner demo Clicktools.mp4


Clicktools - Customer Feedback Integrated with CRM

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Survey Format & Appearance

Features related to the type, look & feel of surveys.

Avg 7.8

Survey Content

Features related to the content (media, question types, answer types, etc) of surveys.

Avg 8.5

Survey Logic

Features related to survey flow, or the logic that directs survey question order.

Avg 8.2

Survey Reporting & Analytics

Features related to reporting & analytics for survey results.

Avg 8.1

Survey Administration & Security

Features related to administration & security for survey tools and data.

Avg 8.4

Survey Distribution

Features related to the distribution of surveys.

Avg 8.1
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Product Details

What is Clicktools?

Clicktools Video

Clicktools Overview

Clicktools Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

Clicktools is a cloud-based survey software. It enables business users to collect information through surveys, call scripts, and web forms; automatically centralize the data in CRM; and act on those insights to increase loyalty. The program is offered by Callidus Cloud, which in turn was acquired by SAP in 2017 when the companies formed a strategic partnership.

MaritzCX, PG Forsta HX Platform, and InMoment XI Platform are common alternatives for Clicktools.

Reviewers rate Response tracking and Data export and Custom reports highest, with a score of 9.9.

The most common users of Clicktools are from Enterprises (1,001+ employees).
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Reviews and Ratings


Attribute Ratings


(1-25 of 28)
Companies can't remove reviews or game the system. Here's why
April 04, 2019

Clicktools - 5*

Rebecca Hunt | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Clicktools is currently used Europe-wide within Coca Cola European Partners but for GB we currently use if for generating survey questionnaires that are then linked to specific account groups within Salesforce. We then run campaigns that are bespoke built for various different reasons and use the information gathered for future campaigns and info gathering for account management.
  • Ease of Use. Building surveys within Clicktools is really straight forward.
  • The help option is extremely good giving step by step guides on how to complete things within Clicktools.
  • The external links that are provided for then embedding in to different systems and linking is another easy action to complete.
  • The storage capability could be better. I'm not sure if there are options to buy additional or the basic package they give can be increased but we often find we are at 90% of capacity.
  • The ability to bulk delete items rather than having to page through would be a fab addition.
  • The capacity to input options - We found recently that after we had input up to 10 lines for selections we could add no more.
We have found it is especially suited for staff surveys due to the fact that responses are anonymous so our staff feel they are able to comment in the knowledge that their responses are kept private. The ability to export results in a user-friendly format and custom build is a bonus, from my experience so far we haven't come across a scenario where it hasn't been suited but we are perhaps still in our infancy using the system.
Joshua Henke | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
We primarily use it for internal surveys, specifically from within Salesforce, getting feedback on the quality of our departments' work and to rank the projects other teams would like to see done. However, as a company, we also use it to survey our customers, specifically for support case surveys, defect resolution, and the like.
  • Integrates well with Salesforce
  • End-users (survey recipients) have a good experience
  • Changes don't "queue up," but instead are saved as soon as you click on a given option. This is inconsistent with just about every tool in a similar space (online tools). It's been a few months since I spent any time building or administrating a survey, so they may have made improvements.
  • As an administrator, the interface is generally unintuitive. Organization is bizarre and naming conventions are not helpful. Perhaps this is a cultural challenge (ie perhaps folks in the United Kingdom, where I understand this product originates, totally get the tool)
If you just need a quick, simple, mass survey, it's not for you. If you need integration with SFDC, formality, and good metrics, try it out.
December 23, 2015

I heart Clicktools

Sofia Angelo | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
We use it to deploy performance reviews and assessment to external partners and members. It is primarily managed and used by our evaluations department and allows us to store information we receive in Salesforce which increases our reporting capabilities.
  • Syncing with Salesforce
  • Automatic deployments
  • Ease of building
  • One time deployments are clunky
  • Reminders to complete surveys
It is not well suited for one time deployments where there is no need to store the answers in Salesforce.
December 15, 2015

Our go-to tool

Lauren Maunder | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
It is being used by one lead in each region. It allows us to collect comprehensive data from our customers and use it as a tool to demonstrate the effectiveness of our training that we have our customers review. I love that the answers are integrated in Salesforce so I can check out data within a campaign before pulling the results in Clicktools.
  • Beautiful presentation.
  • Integrates with Salesforce.
  • Stores a data.
  • Reactive to my usage.
  • Speed - the quality of graphics is high and a lot of info is being pulled, it can take quite a bit of time to produce results.
  • I am unable to open multiple tabs to run several functions within Clicktools simultaneously.
  • Easier/more intuitive graphics uploading.
  • Run reports based on a certain factor (i.e. if there is a particular product we continuously run reports on, I would like to see a chart comparison of how that products scores have varied over time).
Clicktools works great for gathering results from our customers attending product training. I can't think of a time I have wanted to take survey results and it has not been an appropriate tool.
Score 10 out of 10
Vetted Review
Verified User
Clicktools is used by our customer support department to send satisfaction surveys to our customers at the close of a support ticket. It is used by our professional services department to gauge customer satisfaction upon project completion/end of service engagement. Our training and education group sends feedback surveys to students at the end of all training classes. Our internal IT department uses it to gauge user satisfaction when a technical support ticket is closed.
  • Integration with
  • Ability to build and link/map surveys quickly.
  • Templating. Branding our surveys is important.
  • The ability to review and analyze survey data within the console.
  • Menu navigation can be confusing at times. e.g., when you select a survey, to get back to survey list I usually reload the console.
  • Initially had some issues with mapping of numeric results e.g., 1 - 5. Had to create formula to map back, seemed cumbersome.
  • Limits on surveys is based on questions on survey not on survey. We do not save any of the results in Clicktools. After integration we delete them to stay under limit.
For any organization that is using and needs to implement a survey system that directly ties back to their system I would highly recommend Clicktools. We tried building our own customer satisfaction survey and it was not worth the effort, especially as our questions are ever changing. The integration with the case module was easy to configure.
Richard Reiter | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Clicktools is being used for:

  • Post support issue (closed-case) follow-up.
  • Tracking C-Sat and ways to improve our service.
  • Initial kickoff
  • integration with Salesforce
  • Customer Support
  • Interface for building the survey and going back to modify it was a bit daunting for a very inexperienced user; I thought it could be made less complex (note, I did not do all of the training, so perhaps that is the problem).
Clicktools runs really well once set up - reliable, no issues, and we have it sending data back to Salesforce so the survey responses get linked back to the case (and therefore the rep) which initiated the survey.
James Valent | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
MindTouch utilizes ClickTools to track extremely valuable survey data provided as a result of a successful Support case close. Once we have the survey data, we leverage ClickTools to push that data into a custom object in Salesforce. Once that data is in Salesforce, we leverage reporting and rollups to analyze our customer health, Net Promoter Score (NPS), and automate internal notifications around specific KPIs.

Currently ClickTools is used by our Support team, though this will be extended to our Product and Marketing teams in 2016.
  • Clicktools provides a very simple interface for creating robust and engaging survey forms for our customers. A survey that doesn't require coding is key--this helps us anyone get set up in survey creation quickly.
  • Integrating the data from Clicktools into Salesforce is really easy. Of course you will need to have an understanding of how to create a custom object to configure this integration correctly, but the actual wiring between each system uses a wizard to make things simple.
  • On the topic of engaging surveys, Clicktools does this well. There are many branding options, and field-type options that really help ensure your customers will complete your surveys. If you spend time creating a survey for your customers, the last thing you want is for them to ignore the survey. Clicktools helps make sure your surveys are eye-catching.
  • Honestly, I love Clicktools. I have no current feedback on items to improve. I work in software as well, so I know that's really odd--but you guys have hit it on the mark.
Clicktools is well suited because of its ease of use. Users can get a survey set up in minutes, and once you have a custom object in Salesforce to post the data to you're in business. I see Clicktools as key to measuring our customers' health and satisfaction with our product.
Score 7 out of 10
Vetted Review
Verified User
Clicktools is used across the whole organization to collect our clients and other stakeholders' feedback on our services, conduct internal staff surveys, and gather benchmarking data in the sector that we operate in.
  • Integration with Salesforce: it is critical to us as we use Salesforce, and a lot of record management is automated thanks to great Clicktools integration with Salesforce.
  • Responsiveness of technical support: a lot of program staff across our organization use Clicktools every day, so having a quick response time to troubleshoot arising issues is important.
  • User-friendly interface: Clicktools improved their interface to make it more user-friendly which improves efficiency.
  • Better integration with Salesforce: Having the software open the last point where a user left off can further improve time efficiency. We land on Clicktools' page from our Salesforce accounts, so Clicktools has a shorter memory span than Salesforce. It frequently requires users to log in if they stepped away for a few minutes. So to get where one left off, he/she needs to log into Salesforce, select the Clicktools app in the drop-down in the upper right corner, click on Clicktools tab in the top navigation bar, click on CallidusCloud logo and only from there find the most recent survey. It would be nice if the path was shorter.
  • Th data import feature stopped working after the most recent round of upgrades. We often do benchmarking and need to merge surveys done by partners using other applications. We used to be able to upload our own historic or third party data for a quick merge of survey results into Clicktools to run an automatic report. Now we cannot do it even with the survey results downloaded for archival purposes from Clicktools itself in the import format. It has been months since I have raised this case and still no resolution.
  • It would be nice to have some basic qualitative data visualization in the automatic report, even things like word maps will be helpful or color coding for positive/negative sentiments.
  • Sharing a link to live survey results with third parties will also be a very helpful feature. We work with multiple stakeholders and having them able to view the automatic visualization of the survey responses that they themselves or their staff have just completed without one of my staff having to download a report (which requires multiple steps and is a snapshot of results at that time only) [would be nice].
  • It would also help to be able to download all response sets as they are without aggregation and without opening/downloading each survey response separately.
  • It would be nice to be able to protect an individual survey. Currently all user permissions are set at the license level and they can have different visibility of folders, but there is no way to limit rights to particular surveys.
Integration with Salesforce, cost, ability to accept historic data, user-friendliness, report automation and technical support have been decision factors for us. There are plenty of cheaper alternatives. However, they do not have a comparable Salesforce integration, which was key.
Score 10 out of 10
Vetted Review
Verified User
Clicktools is being used by marketing on behalf of the organization. We use Clicktools for gathering customer satisfaction.
  • Easy set up of surveys.
  • Using lists as an answer choice.
  • Question conditions are easy to use.
  • I once tried to include a question for the customer to choose their state and there is a limit for number of answers provided (it's 50) I wanted to add Hawaii and PR but couldn't.
  • If an answer has more that 20 or so lines, the pdf report doesn't load correctly.
We use Salesforce and Clicktools is the best survey tool out there that works well with it.
December 07, 2015

Salesforce Automation!

Kimberly Devane | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
I use Clicktools to run my business. I recruit participants for paid use research. I use surveys to help me screen and select candidates. I also have it tied to my Salesforce database to add records.
  • Phone and chat support is amazing!
  • Easy to use.
  • Links to Salesforce.
  • Adding email marketing features would be great. I use Vertical Response right now for this.
  • Sometimes the phone line for support is down.....make sure it is up!
  • Renewal specials.
For user research recruiting, it is great. I chose Clicktools because of the Salesforce automation primarily.
Gary Fusco | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Clicktools is utilized as an app within our org and is being used by marketing, customer satisfaction, sales, professional services and training.

We have used Clicktools for the past three years for our net promoter score (NPS) surveying of our two principle products. We used the custom Report Card object to push survey results from Clicktools to SFDC contacts and accounts. To increase survey response, we also use telemarketing agents who use our SFDC platform and have custom links that launch personalized survey pages, which agents complete on the calls in real-time.

We also have SFDC workflows for automated, personalized 30-day checkpoint surveys for product users that are flagged by our professional services staff.

  • Powerful features for most every survey project. Question types, styles, formats, branching can do everything that has been asked by survey designers.
  • SFDC integration is very deep. Complex, but once created works reliably.
  • #1 is the ease of use, which has improved in the past year.
  • Better reporting and analytics. We rely on SFDC reports and dashboards to present our data to customers.
My primary question is what the colleague's company needs are. For simple applications that don't require integrations with CRM or other apps, there are probably less expensive options.
Score 10 out of 10
Vetted Review
Verified User
Clicktools was bought by our technical support team in North America but it is also used in our European tech support team. We are using this to determine if we are hitting our goals and our customer's needs within our repair service functionality. Clicktools is sending surveys out based on specific statuses found in SFDC case functionality based on the contact's language requirement.
  • Our business purchased support from Clicktools for the set up and installation. Clicktools installation was very easy but it was great to have a "short cut" of time with their team to help us quickly learn how to create multiple language and settings in the tool. They allowed us to learn the way the team (myself and a BA) learns best (hands on) but had the safety net of asking questions when needed. We really didn't use much of the document that Clicktools provides because it wasn't needed. It is great for refreshers, but the few hours we got with their team was plenty for us to set up in North America and then set up multiple languages for our European co-workers.
  • Clicktools is on the AppExchange with SFDC which allows for easy install and set up into multiple SFDC sandboxes. We were able to test this in our regional sandbox, recreate it in the full test sandbox and then transport to our production sandbox without a large effort.
  • The only thing that is not my favorite is the matching of the fields in Clicktools vs the fields in the custom object in SFDC. I can see this becoming more complex with the additional surveys with similar questions. You need to match the survey question from Clicktools to fields in SFDC. If the business asks similar questions, you need to know which question is used in which business on which survey. This is more planning and in house work than necessarily something ClickTools can solve unfortunately. My only thought is to include in ClickTools a "last used on survey x" that might help with identifying which business or survey used that field compared to another field.
Katie Meeker | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
iCIMS uses Clicktools across the entire organization to streamline the survey process. From a bi-annual Net Promoter Score (NPS) survey, to event triggered customer satisfaction surveys, Clicktools helps iCIMS in its commitment to deliver a customer experience second to none. Where Clicktools really excels is with its integration with Salesforce. We're able to send surveys based on triggers in SFDC - and then also store the results on different profile types. Finally, Clicktools has been a tremendous help in streamlining survey requests from departments across the organization. We've been able to standardize question types and build a dashboard within SFDC that allows stakeholders to see how iCIMS customers are feeling during different interactions with our business.
  • Integration with SFDC: Makes it easy to trigger survey sends - and store survey results within SFDC - so that multiple departments and stakeholders can view results.
  • Hidden Questions - Since we are mostly surveying our customers, we use Clicktools Hidden question fields to improve the survey experience. This way we don't need to ask the person filling out the survey their name or company - but are still able to attach the survey to their profile within SFDC.
  • Ease of Use - Clicktools is a robust, yet easy to use software. As someone who manages a team of people that deploy Clicktools, I don't use the product everyday, but I have a very small learning curve when I do need to jump in and create a survey.
  • Text Insight Charts - We recently started using the Text Insight Charts - the functionality seems cool, but I think some more development is needed here to truly add value.
  • Customized Exit Pages - Clicktools offers this functionality, but is a paid feature. I believe this is something that should be included in the core functionality of the software vs. a paid add on.
Great for NPS and customer success surveys. I know other customers have also used Clicktools for forms or call scripts, but this isn't something we've started leveraging yet.
Score 9 out of 10
Vetted Review
Clicktools is currently being used across three of our main corporate brands, one globally and the other two across multiple countries. Over time we will continue to introduce Clicktools across more brands/countries. We were looking for a one best way approach using a tool that would sync with Salesforce.
  • Mapping Clicktools to Salesforce is really easy, you can easily map to multiple objects or custom objects and you don't need to be a developer to do this, the average person can set this up quite easily.
  • Survey design is easy, you can use the one survey to cover a wider audience and make content relevant using question logic.
  • Clicktools supports a huge number of languages.
  • On surveys in multiple languages I would like the ability to choose how translations are synced on essay questions. You can map across the translation which is great for Chinese and English translation, but if answered in English it syncs English + English.
  • Would like to be able to sync additional information to Salesforce that will better assist us understanding where we need to focus our design of content, things like what language was chosen to respond in and what device type. We may be offering a survey in 10 languages but only 3 of them are being frequently used.
  • On multi checkbox question type if there are multiple lines to answer, the respondent only has to give an answer to one line in order to proceed even when the question is marked as required.
Clicktools will work well for companies that want to integrate and have a limited number of users governing the system. It will also work well for global companies requiring multi-language set up. I don't think it would work very well if if you wanted larger groups of people logging in, building surveys and deploying because you can't lock down who sees what contacts.
Michael Sola | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
We are using Clicktools for surveys that are triggered when certain events or services are selected. We also use Clicktools as a primary contact intake form that integrates with Salesforce and eliminated the web to lead process.
  • Integration with Salesforce is core for our org.
  • Options for survey questions, I like being able to use different formats and having dependent type questions.
  • User management accounts - it would be helpful to have alternate user types so adding a user doesn't give them "god like" powers.
  • Reports of surveys is also an area that needs some work. For instance: when we ask a question with 4 choices we get back responses in the spreadsheet with just numbers; it's hard to recall and match up what the answer choices were to the number.
Being able to deploy the surveys in so many different options is a key to flexibility.
Michelle Pritchett, MBA | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Clicktools is used to integrate into Salesforce to send surveys for cases. One day after a case is closed, a survey is automatically sent out, and when completed, the information provided on the survey auto updates the case record. We also use functionalities of Clicktools to complete special processes set up in Salesforce by using custom Salesforce buttons to launch Clicktools.
  • The integration with Salesforce is the only reason I use Clicktools.
  • I tried using Clicktools for a stand alone (not Salesforce integrated) survey and found it very difficult to pull and display the results in a manner I needed. Possibly it was a user issue (me not knowing what I am doing), but seems the end user interface could have been better.
Clicktools is most suited for Salesforce customers who want automatic integration with the software. I have offered our marketing company to utilize Clicktools and after they have reviewed it, they opted to use SurveyMonkey instead. I do not know the reason why they chose this route, but perhaps it was my history of attempting to launch and review data received on an independent survey (not integrated with Salesforce) and had struggled.
October 02, 2015

Clicktools is Fantastic!

Score 10 out of 10
Vetted Review
Verified User
I have used Clicktools for surveys and reporting. It is mainly utilized once someone has called customer service. We can quickly measure their level of satisfaction.
  • Integrates with
  • Easy to Use
  • Quick setup
  • Needs more flexibility related to survey design
It is well suited for companies who want to measure customer satisfaction. It provides fantastic reporting where you can target weak areas in your support processes. It is a very valuable tool and I have been extremely impressed.
June 29, 2015

Gets the job done

Jennifer Robertson | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
  • Support is quick to get back to you.
  • Export functionality is great.
  • Easy to learn.
  • Skip logic functionality could be better and more user friendly.
  • Allow you to either delete test records, or test without having to submit the survey.
  • Should be base level functionality to be able to export the results charts for the entire survey.
  • Integration with SFDC could be more user friendly as well. It takes extra time to set up and test a survey to be synced with and its campaigns. It takes enough extra time and testing that we skip this step a lot of times so that we can get the survey out the door quickly.
Ask about the features that come standard vs the features that are added at higher price points. There are some features that are not standard that should be.
Score 6 out of 10
Vetted Review
Verified User
We are using Clicktools to distribute and receive data for customer satisfaction surveys and customer service transactional surveys, and sync that data into We are also using Clicktools as a mechanism to update Contact data from customer communications out of another tool.
  • Limitless integration with
  • Great dynamic integration with other tools that allow mail merge capabilities
  • The survey page layout cosmetics are lacking! We would honestly switch survey providers for cosmetics, but ClickTools has the most robust integration, which is more valuable to us at this time
Well suited for complex integrations. Less appropriate for simpler use cases where cosmetics are of a higher priority.
Stan W Jernberg | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Grass Valley produces products for the broadcast industry. Salesforce is our CRM system for the Service organization globally. Prior to Clicktools, we were conducting random Customer Satisfaction surveys on closed Service engagements for North America and occasionally from our European region. The process was labor intensive and only reaching a small percentage of our customer base. With the integration of Clicktools and Salesforce, we have now fully automated the process, reaching 100% of the customer base and supporting 8 different languages. We are receiving timely feedback from all geographies allowing for us to respond more quickly to feedback from our customers.
  • Automation! - Clicktools makes it easy with their integration to Salesforce. We can utilize different surveys that target the specific type of service engagement (Telephone Support, Field Service/On-site call, Customer Training). During the time we've been using Clicktools, we've made modifications to the surveys to improve readability or gain different perspective. Their user interface is intuitive, allowing changes to the surveys to be quick and easy.
  • Multilingual Support - When we close a Service engagement, We are sending specific (regional) information from Salesforce to Clicktools which determines the most probably local language of the customer. By sending the customer a survey in their language, our response rate is better. Customer comments on each survey are also captured in their native language making it easier for them to provide feedback.
  • Reporting - While Clicktools does have their own reporting capabilities within their interface, since they "sync" real time with Salesforce on each returned survey, this allows us to utilize the reporting capabilities within our CRM system to gather a complete set of metrics on Customer Satisfaction. This also allows a Grass Valley Service Manager to see the results and comments from the survey that was received on any service engagement.
  • Clicktools Support - From the very beginning of our relationship with Clicktools, they have supported our needs as we moved from our manual process to a fully integrated and automated Customer Satisfaction measurement system. Our Clicktools Account manager has been there from the beginning of the relationship and understands our business. We've looked to them for recommendations as we've evolved our process. They draw on their experiences from other customers to provide support as well as provide a wealth of materials on their website.
  • This is difficult as we've not really had any bad experiences. Early in the process, their User Interface was not the most intuitive but as with most web-based tools, they evolve and get better through time. That is the case with theirs. I suppose our implementation is pretty basic so we really are not utilizing all the capabilities that Clicktools has to offer.
We chose Clicktools because of their easy of integration with the Salesforce CRM system. Having prior experience with gathering customer satisfaction surveys helped us in defining what we wanted from Clicktools.
Sherrie M. Carter | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Our Luminate Customer Support group sends a CSAT survey to all closed cases. The Marketing Dept. sent buyer intention and conference follow-up surveys. Professional Services and Partners send CSAT suveys upon completion of projects and implementaitons. We are scoring customer satisfaction.
  • integration is superior. It provides SSO, CRM integration in terms of populating data in various objects, incl custom ones.
  • The integration with SFDC is very tight - SSO, automatic survey sends based on triggers, integrated reporting, survey links embedded in contact's email, and easy updates to various objects like contacts, cases and accounts.
  • Building a survey is easier with each release. The variety of question types and layouts has been broad enough to support multiple requirements.
  • It delivers data both to Salesforce reports and Ct Analytics. Salesforce or Clicktools roles can control visibility and administration.
  • Surveys are embedded in contact's email and responses can automatically populate designated fields in SFDC.
  • Salesforce or Clicktools roles can control visibility and administration.
  • Traditionally, the criticisms have been around creating surveys. That is much easier now.
  • Rather than making substantial changes to an existing survey, just create a new one.
  • When Clicktools generates a link for your survey and you want to embed it into another document, do not use Word to copy it. Use Notepad. Word alters the link in some mysterious way and it never works. This is not a Clicktools failure, but they do often get the rap.
Understand your users. How will particular people use it? There are only a few standard Ct profiles and they need to match user activity. If you are using more than one sandbox, have a discussion about how to point to them.
Score 9 out of 10
Vetted Review
Verified User
  • Once you get over the learning curve of how to build a survey and map the answers back into Salesforce, the automation of capturing client information on the account record in real time is a tremendous time saver.
  • Their client resources could use a little help. I often found out of date training videos and there is no way to look up your previous support tickets.
Joy Wallis | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
The survey module is all I have used. Professional Services and Support are the main two departments using surveys, but we have sent one survey to our full database for corporate feedback. It helps us know CSAT on support and service tickets. We are also planning to use it for online chat and internal surveys
  • Flexibility of integration with - there is no package to install that creates custom objects; you decide which objects to link to and can create your own custom one if you want. We linked support CSAT to cases, service CSAT to a custom service object and internal marketing feedback to a custom survey object. Each survey can point wherever you want, and you can have multiple surveys per parent object if wanted
  • Support is great. Very fast to respond and doesn't mind helping with simple questions.
  • Nice UI and good online training
  • Analytics navigation was a challenge for me, but admittedly I did not seek help for it. I prefer to use the data in Salesforce reporting
This is not an inexpensive solution in comparison to the free and lower priced options, but for an enterprise company it is well worth the investment. The ease of use and simplicity of launch keeps it on the top of my list for those that have budget.
Margaret Brown | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
As a Marketing Business Analyst for Beazer Homes, I configured customer surveys using ClickTools. The purpose of the survey was to gain feedback from model home visits. I was able to easily add, modify and delete questions during the survey project. In addition, the support I received from ClickTools staff was very timely and helpful.
  • Customer Support was very timely.
  • User interface was very intuitive.
  • As a non techie, I was able to edit.
  • The screen design was a bit crowded.
  • Making changes required many steps.
  • I wasn't familiar with the Clicktools brand.
It is important to note that the survey administrator may not be a technical person. Having a tool that is still easy to manage is very important. Users don't want to have to spend time training on a new application in addition to the job they already perform. Being able to open the application and get right to work is important.
Keri McKiernan, CSM | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Clicktools is being used by my organization to send survey emails to external and internal clients. It is being used by multiple departments. The majority of the use is to send survey to clients after they utilize our support team for our product.

The business problem that is addresses is flexible creation of surveys that look professional to send to clients. It also needed to sync with
  • Easy survey customization using "what you see if what you get" editors allow non-technical resources to configure surveys
  • Quick configuration and easy synchronization with Salesforce
  • Ability to create new surveys quickly to address business needs and deploy in minutes
  • The standard functionality is very good. However, when you want to use more advanced, API features I feel it lacks
  • For example, if you want to only allow a user to submit a survey 1 time and be 100% sure, without cookies it requires custom code and integration (trigger) for salesforce
  • When using their custom API, it often times out or does not create the link 100% due to their heavy load on their servers
  • Clicktools support has grown over the years, however their support group is typically quite small and located in London so there is a time-zone consideration if they receive a lot of tickets with the time zone lag it can take awhile to get a response. However, the quality if their support is quite good.
Clicktools works very well in a quick to market survey solution. If you are looking for a survey solution that integrates seamlessly with Salesforce, this is your best option. The point and click field mapping allows a Salesforce administrator to build and link surveys to Salesforce quickly. The interface allows you to be flexible and change look and feel on the fly.

Careful consideration needs to be made if you have a lot of surveys you need to manage, the interface gets cluttered quickly. Also, if you are a more advanced business user you need to consider setting up the Sandbox option which shows up with regular survey groups. Therefore, it can be easy to get confused if you are working on a production or sandbox instance.
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