Using ClickTools with Salesforce at Fight CRC
December 02, 2015
Using ClickTools with Salesforce at Fight CRC
Score 9 out of 10
Vetted Review
Verified User
Software Version
Team
Overall Satisfaction with Clicktools
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.
- The recent use of the product for my contact form has saved me hours each week in eliminating the Salesforce management of the web to lead process.
The integration to Salesforce was key but we like the reporting on SurveyMonkey better.