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Clicktools

Clicktools

Overview

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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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 16 features
  • Data export (15)
    9.9
    99%
  • Changes to live survey (16)
    8.9
    89%
  • Multiple question types (16)
    8.9
    89%
  • Custom logo/branding (14)
    8.9
    89%
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Pricing

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N/A
Unavailable

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…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Would you like us to let the vendor know that you want pricing?

8 people also want pricing

Alternatives Pricing

What is SnapSurveys?

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

YouTube

Clicktools - Customer Feedback Integrated with CRM

YouTube
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Features

Survey Format & Appearance

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

8.3
Avg 7.8

Survey Content

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

8.9
Avg 8.6

Survey Logic

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

8
Avg 8.3

Survey Reporting & Analytics

Features related to reporting & analytics for survey results.

9.5
Avg 8.2

Survey Administration & Security

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

8.9
Avg 8.4

Survey Distribution

Features related to the distribution of surveys.

9
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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Comparisons

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Reviews and Ratings

(42)

Attribute Ratings

Reviews

(26-28 of 28)
Companies can't remove reviews or game the system. Here's why
Score 8 out of 10
Vetted Review
Verified User
We currently use Clicktools in order to conduct multiple customer satisfaction surveys which are then mapped back into Salesforce.com. This data feeds into reporting on several key metrics including advocacy and professionalism. In addition to surveys, we use multiple forms to manage our internal and external ticket submission process by utilizing Clicktools web to case mapping.
  • Button Click, no coding experience or knowledge needed
  • Intelligent design, with the ability to create conditional questions and mappings.
  • Integration with Salesforce is strong
  • Responsive and friendly customer support
  • Lots of Clicktools branding on form
  • Difficult to customize survey design
  • Issues mapping certain fields back into Salesforce (ie, dates)
It is well suited for an organization that is looking to conduct surveys and use CT as a submission form that integrates with Salesforce. The fact that Clicktools can take care of both needs, make it a versatile solution and easy to justify the expense. The are always new innovative ways to use the solution.
Score 9 out of 10
Vetted Review
Verified User
We're using Clicktools to conduct our quarterly client satisfaction surveys and various ad hoc surveys. It's being used by Client Services and Marketing. The integration allows us to pull contact data from our CRM (Salesforce) and created unique survey URLs that autopopulate demographic data elements for our survey takers. They click the link and they don't have to fill out their name and such, just confirm it. Once they have completed the survey, the results can be pumped back into Salesforce anywhere you want. We have a custom object called "Surveys" that houses all the data. The survey builder is very intuitive and works on the fly. If a small tweak is needed on the survey, the changes occur in realtime. The analytics are very useful and provide an overview of survey results, even while customers are still taking it. I would recommend Clicktools to anyone. It has made survey administration a breeze.
  • CRM integration is very specific. You can map survey results to just about any Salesforce object.
  • Survey builder is intuitive and makes changes on the fly.
  • Survey and email templates provide another layer of customization. Those proficient in HTML can really customize the look and feel of the survey.
  • Bounced email reports are not exportable and don't easily provide bounced reasons. You have to click into each one to see the reason it was bounced, rather than seeing in directly on the report.
  • Allow for more customization (without using code or HTML) on the survey template. Specifically where the "Submit" button resides. I would prefer to have this button on the last page with a question, then have the last page say your survey has been submitted. Some survey takers go all the way through the questions and never submit them.
Pricing was a major component; however it came down to functionality. We got exactly what we wanted from Clicktools and we're happy with it.
Kristi Eide | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
  • Nice drag and drop functionality to move and re-arrange questions.
  • Syncs well with Salesforce.
  • Built-in templates to get you up and running quickly.
  • Nice added features- being able to group certain questions together, conditional questions, adding text boxes, hidden fields for contact information.
  • Using conditional questions (if yes, then skip to question 5, if no, continue to question 2) can be tricky initially. And it can be really tricky once you have multiple conditions that send a person all over the place. Be sure to test repeatedly so that you know that your customers are getting to the questions they are supposed to be at and not being kicked out early. There are certain nuances you will pick up on over time that make conditional questions easier - BUT you can clone surveys, so build once and then work off your own template.
  • No matter how many questions types are available, inevitably you will find a question in which Clicktools does not have a type to support it. They do have quite a few options though... just wish their matrix option was more robust.
  • Not many template "themes" to pick from - surveys look very bland.
Talk to Clicktools about how you will use the tool, if you need it to sync with a certain CRM system, what types of questions you most frequently ask, what the storage limit for stored surveys is (we ran into an issue with this once), if you will be emailing directly from Clicktools or from another service provider, how many users will need seats and the pricing structure.
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