Formstack for Salesforce vs. Survicate

- 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.

Sruveys with more complex flows/logis - especially when you want to link results back to specific users to be able to do more-in-depth analysis of results

• 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

• IMO, the strengths of feedback lite is what it is called for - 'lite"... it is basic, simple, and easy to set up and use.
• Especially should be mention that it is easy to set up, and you can have it working in less than a few hours.
• Reliable - I don't remember even one "problem" or an issue we experienced with it.

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

• In my opinion, inconsistent and visually unappealing survey visuals (e.g., NPS and cSAT questions look completely different from each other, creating a disjointed visual experience)
• Poor customer service (in my experience, issue resolution can take weeks)
• Lack of clarity around API & other technical capabilities requiring engineering assistance
• Very limited maximum response limit per month

Incentivized

Only if we will really consider other features, we might end up with an alternative tool. if will continue the business process as it is, I don't anticipate migrating to another product

Incentivized

In my experience, implementation was very drawn out and overly complicated (needed lots of engineering help from both sides), visual interface both within the tool and surveys shown in-app is unappealing and sometimes misleading, and making sure the right users are being targeted for any given survey sometimes requires more babysitting than ideal.

Incentivized

Survicate offers quick in-product support, via chat ( not a chatbot ) that responds in minutes, not hours. For all customers. This is definitely something I don't see in some of the tools we use. Secondly, as a highest-package customer we're receiving insightful tips, and recommendations from our Customer Success Manager, who knows our use-cases really well and knows how Survicate can best address them. We even have a Slack channel, where we can get help in no-time

Setup was simple. One-time installation for our website and inside the product. We used Google Tag Manager to implement Survicate. So within 2 hours, we were able to run surveys, and also all attributes and events were passed to Survicate, so that we were able to use them to trigger surveys

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

Survicate is great at allowing us to poll users in-app and quickly analyzing results for distribution amongst the organization. However, its surveying capabilities are limited, visual interfaces are all over the place, which risks damaging the site's overall visual appeal, and customer service for anything beyond basic questions is very slow.

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.

• Being able to automatically identify topics from open-text responses significantly reduced amount of manual work on our end. Hours saved on weekly basis.
• One-time quick installation reduced the potential amount of development time required to either build surveys, or update them on our own.
• We find these surveys to be a good alternative to lengthy questionnaires, or deep interviews. They're super quick to launch, and generate insights almost instantly. Money and time may be saved on user interviews, and incentives to take questionnaires.