Item: FormAssembly
Rating: 9
Author: Leona Belk

Overall Satisfaction with FormAssembly

Use Cases and Deployment Scope

We use FormAssembly within our Salesforce org to create a variety of different documents. We are a higher education institution and use FormAssembly for special program applications, appointment requests, event registrations, request for information forms, and several other documents as needed. FormAssembly is a great tool for us because it allows us to have one product to serve multiple needs in our office and institution as a whole.

Pros and Cons

Pros

More versatility than other form options.
Integration with our CRM is a smooth process.
The ability to pre-fill information helps eliminate data issues.

Cons

The information coming from Salesforce to use in the choices for an answer does not always appear as needed. (API vs name).
Ability for Admins to see and edit every user's forms. This would be useful in the event that someone is no longer with the institution.
When a form is cloned, it would be nice if the connector were also cloned but not active. This would allow us to verify and turn on without having to rebuild everything.

Return on Investment

FormAssembly has enabled our staff to reduce the time spent meeting with students by collecting all necessary information through a form and scheduling a meeting once the request is complete.

Usability

I love the forms and the many ways we can utilize them, but I wish there was more options for the admin level user to be a true admin. There are many things that admins cannot do, which can cause issues in the event of personnel changes.

Key Insights

Do you think FormAssembly delivers good value for the price?

Yes

Are you happy with FormAssembly's feature set?

Yes

Did FormAssembly live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of FormAssembly go as expected?

I wasn't involved with the implementation phase

Would you buy FormAssembly again?

Yes

Other Software Used

Salesforce Sales Cloud, Informatica Customer 360 for Salesforce, TargetX, from Liaison, Axiom Software by Syntellis Performance Solutions

Likelihood to Recommend

FormAssembly is ideal for collecting information, whether online or at in-person events. It is a valuable tool for special program applications. We have not encountered many situations where FormAssembly was unable to perform as needed.

FormAssembly Feature Ratings

Comments

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FormAssembly.