The FormAssembly Data Collection Platform helps organizations collect, connect, and protect data. It features a no-code form builder that simplifies the process of collecting data in the most complex environments. Multi-stage workflows automate manual processes and business-critical integrations – including Salesforce, Google, and Microsoft – provide a connected data ecosystem that ensures data is where it’s needed, when it’s needed. Its operational standards, combined with…
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Verint Voice of the Customer
Score 10.0 out of 10
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Verint® Experience Management™ empowers CX Leaders to optimize customer experiences in real-time. With Verint Experience Management, companies can listen everywhere, act immediately, and analyze. Verint offers prescriptive XM solutions across Web and Mobile, Enterprise-wide, and Location-Based experiences.
Digitizing your company's physical paper transactions. Once digitized, your staff/users can easily access it with their mobiles or anything that has a browser. This gives them convenience and saves paper waste. Some scenarios I think are when some people would like to treat from assembly as a document signing platform like DocuSign or Conva.
Verint Voice of the Customer is very well suited for measuring how satisfied (or dissatisfied) the customer base is in close to real time. Also well suited for identifying pain points across the experience. Not sure if the platform is well suited for measuring multiple interactions for a specified journey or a specific audience experiencing a specific journey
It integrates well with Salesforce. It allows for bi-directional communication which is critical for our form. To provide the custom with a good UX, the form dynamically responds to their input, saves their choices as records in Salesforce and then puts in them in the next step in the process.
FormAssembly allows for custom scripts to be used (javascript, CSS and html). This has allow for our forms to align better with our branding and provide for a more robust and clean UX.
We can communicate from one form to another using dynamic url variables. Due to the complexity of our forms this is huge. It allows for our customers to input less, save their info in Salesforce and they stay in a natural workflow regardless of how many forms we need to incorporate.
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.
FormAssembly continues to meet our needs, and the product functionality continues to grow, providing us with new opportunities to utilize the software. We've built many forms and associated processes on FormAssembly. It would require a large effort to migrate to another platform. We have invested a lot of time in learning FormAssembly.
Given how many sophisticated features appear in the form builder itself, the back-end management can feel strikingly skimpy at times. More dynamic or visually appealing confirmation messages/email notifications would realign these with the existing capabilities of the forms themselves. This is a small issue though because data capture is our primary priority in form fills and it is always excellent in Salesforce!
First and foremost It’s easy to use. The Visual dashboard is great and simple to navigate!! The amount of info is thorough and collected timely if not in real time . I have even used it to contact a customer about an experience they had. I was able to ask why they chose the ratings they did on the survey
While it's not a true development package and misses some features like ingestion of external data for lists, etc... the product is fast, stable, easy to use, and will suit the needs of anyone needing online form functionality with SalesForce and other connectors available for your marketing needs.
Every support contact I have had, be it by email, live chat or phone, I have had my issue resolved very quickly, efficiently and professionally by a knowledgeable and well trained support team member. Having worked in technical support many years ago myself, I can appreciate the level of service and quality of support offered by Verint. I would, without hesitation, say that Verint offers one of the best support experiences out there.
When we were researching options 2 years ago, FormAssembly beat other form tools hands down based on Salesforce integration features. The ability to declaratively set up prefill and post-submission data connectors supporting complex hierarchical data relationships was huge there. We also valued the ability to authenticate Salesforce users on the form. This allowed us to ensure that only authorized individuals could make updates to their records (and not other people's records) via the form. Since we embed it so heavily into Salesforce, we often compare FormAssembly to Salesforce's native Visualforce and Lightning Component frameworks when deciding how to fulfill a data capture requirement. Unless something very custom is called for, we very often choose FormAssembly first for the flexibility it gives us to build and iterate in the early phases of a new program.
OpinionLab is one of the few out there that does two things very well in it's space: 1. Customer Feedback - just feedback, not surveys. Feedback is free text without more than one or two structured questions. Most survey systems offer too many options, and their reporting is made for structured data analysis not analysis of the open text fields. Some of the other tools viewed did not have the best features for medium or large scale deployment, from an analysis perspective, real-time data extract and download, or customization for branding.
We used to use Joomla built-in forms on our site... oh wow, what an upgrade. FormAssembly is miles ahead. We've saved so much time - we get better, cleaner responses and our users don't have to waste time.
Updating our existing client records using FormAssembly is a godsend. It's super easy to direct our clients to the proper places.
We get creative, sometimes. We've built in a feature for our Excel reports that automatically pushes a response through FormAssembly, into SalesForce - so that when salespeople complete an Excel report, then can quickly/easily update SalesForce without logging into anything. Thanks for the workaround, FormAssembly!
Collect data around our login experience where eventually we were able to release a GPE directing customers to utilize our virtual assistant
Verbatim around the claims experience allowed us to update our Claims Status page to provide more detailed, transparent information to the customer around the status of their claim.
