Clicktools + Salesforce = Great Combo
November 07, 2013
Clicktools + Salesforce = Great Combo
Score 7 out of 10
Vetted Review
Verified User
Software Version
Personal Plus
Overall Satisfaction
- 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.
- Better customer service- we have it synced to our CRM Salesforce so that customers are only getting one survey every 30 days and they have the option of leaving their information for us to contact them about a bad support/service experience.
- The surveys give us the feedback we need to be ISO compliant.
- The survey tool allows us to maintain and set a baseline for where our service needs to be, what needs to be improved on, and what we are doing really well.
- We use the tool to conduct market research- the built in PDF reports make it really great for getting your results quickly and easily.
Product Usage
5 - The Marketing and Marketing Research groups use Clicktools.
5 - You will most likely need to work closely with a SF admin if you want the tool to integrate. Integration is not 100% straightforward- we needed to get on a support call and have assistance form Clicktools. But once set up, it worked like a charm. As far as skills to use the tool, basic computing skills are all that is needed. It is pretty user friendly.
- Service and Support Surveys.
- Market Research Surveys.
- Annual Customer Satisfaction Surveys.
- We previously did not have a tool that linked to SF, so being able to set rules and workflows within our CRM so that customers are only receiving a survey every 30 days has been great! This helps eliminate survey fatigue and also makes us much less annoying to our customers.
- As we expand our market research segment, we hope to build more complex surveys that build in complex, conditional questions. ClickTools does a great job of handling conditional questions once you get the hang of how to build them.
Evaluation and Selection
Yes - Zoomerang was our previous survey provider and they sold out to Clicktools a few years ago. We were decently happy with Zoomerang (minus it's inability to sync with SF) but we switched to Clicktools once the buy-out occurred.
- MailChimp,SurveyMonkey,QuestionPro
The SF integration. We were also switching from Zoomerang amid a contract so we got a really good price for a couple years (which was largely a part of it).
- Price
- Product Features
- Product Usability
Price and Product Features were both equally important. We are a mid-size company so we do not have a huge amount of money specifically allocated for survey tools, nor do we do a large amount of surveys each year. We needed an affordable tool that would allow us the flexibility to build surveys the way we wanted to and to ask questions the way we wanted to.
We would most likely do it exactly the same.
Implementation
- Implemented in-house
Change management was minimal - We had previous users who handled survey tasks and this group was responsible for evaluating tools and implementing/learning/teaching this tool. It required a minimal amount of effort and was pretty efficient/easy.
- Just the initial learning curve to get the tool working.
Support
| Pros | Cons |
|---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response | None |
No - We have basic support and that has worked just great for us! We have no need to pay for additional support at this time.
I was working in a complex CRM integration and we currently do not pay for support (we just have basic support). Clicktools staff was on the phone, doing multiple phone calls, emails, and GoToMeetings to help solve the problem with the SF admin and myself. The representative helping us was joking around and didn't make us feel like we were wasting their time and more importantly, didn't make us feel like idiots for not being able to figure it out (nothing worse than condescending support staff). ALSO, as a ClickTools customer, they reach out to you before major conventions (like Dreamforce in San Francisco each year) and invite you to their Customer Appreciation Events and take care of while there. It's great to see loyalty to you as a customer for using their product (b/c they realize you do have a choice in which vendor you go with and they appreciate you).
Usability
| Pros | Cons |
|---|---|
Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar | None |
- Drag and Drop functionality for questions.
- Building a basic survey.
- Reporting.
- Conditional questions are tricky (at first).
- SF integration is tricky (at first).