Formstack for Salesforce vs. Novi Survey

- Formstack for Salesforce excels in scenarios where organizations need to capture leads seamlessly. The platform's ability to create customized and branded lead generation forms, coupled with its direct integration with Salesforce, facilitates the smooth transfer of lead data into the CRM system. This is particularly beneficial for marketing teams running campaigns and events.- In scenarios where the primary goal is to collect basic contact information without the need for complex workflows or integrations, the comprehensive features of Formstack may be more than what is required. Simpler tools or solutions might be more appropriate for straightforward contact form needs.

Novi Survey works really well as a cost-effective option for companies looking to provide surveys and polls to a larger audience. The cost helps provide a great incentive for users to learn the (more complicated) service and save previous templates to save time in the future. The platform enables users the opportunity to export survey / poll results to other formats (such as excel) and quantify the data more effectively. The platform does struggle in immediate availability for users - as there is a larger learning curve compared to other options out in the market. So, if one is looking for immediate speed and accessibility to a platform, they may want to look for another option. However, if there is a dedicated user who is willing to train and improve, then this may be the platform for you.

Incentivized

• Collecting customer data and keeping it clean and organized
• I can send forms to the candidates so that they can easily review the documents
• The forms are easily embedded in websites, allowing us to utilize formstack for our various seasonal programs.

Incentivized

• Novi Survey does a fantastic job of allowing users to create nearly unlimited templates for future use.
• The tool allows users to create surveys that work well for a variety of platforms including mobile applications
• The platform is extremely cost-effective. My company is extremely large and the average per-user cost is incredibly efficient

Incentivized

• mastering the more advanced features of Formstack, especially those related to complex form configurations and workflow automation, can be challenging.
• we need a broader range of pre-built templates within Formstack
• Improvements in the mobile app experience, such as a more intuitive design and additional features comparable to the web version, would enhance the usability of Formstack

• The user-interface of Novi Survey is rather dated. There are many other survey tools that look more up to date.
• One has to spend a significantly larger amount of time in order to create surveys. The platform is much more manual than others.
• There is a lack of pre-made templates that can help new users out - especially among most standard types of surveys.

Incentivized

Formstack has a lot of work to do to get up to Jotform standards. Jotform has more payment integration options which is a HUGE selling factor for us as far as which program to choose. They also offer more discounts for non-profits which we work with often. Formstack has some pros but Jotform is more elaborate

Incentivized

My company decided on primarily using Novi Survey based on the affordable rate for a large organization. Novi Survey is a quality survey / poll builder that aims for the more manual user. The platform works well in a variety of contexts and has plenty of options to help differentiate and brand your material appropriately. Novi Survey does not have all the bells and whistles directly out of the box but offers a toolkit fit for creating quality content and efficiently extracting the results.

Incentivized

• This can lead to time savings, allowing employees to focus on more strategic tasks rather than manual data handling.
• By automating the transfer of data from forms to Salesforce, the platform contributes to improved data accuracy.
• The automation and customization capabilities of Formstack can streamline various processes, from lead generation to internal approvals.

• Effective survey tool for an affordable price
• Learning the platform has increased end-user knowledge about survey logic
• Novi Survey offers compatibility between both desktop and mobile platforms - increasing accessibility for responses

Incentivized