Formstack for Salesforce vs. Zoho Forms

- 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.

Zoho Forms is great for customer surveys, collection of data, onboarding clients, instances where you need a signature. Might be less appropriate for some businesses depending upon branding messages. Zoho Forms has some disclaimers that appear on forms i.e. not to enter personal information, credit cards, passwords, etc. so depends upon the intent & purposes of the form data collection, whether it would be a solution that would fit every business model.

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

• Its feature of sending alerts in real time is my favorite feature. Whenever someone fills an inquiry form, I get alert immediately.
• It has a mobile app also which makes this software usable at anytime and anywhere.
• It's a cloud based application so users don't need so save anything on their system and they don't need to be dependent on their system. They can access their forms from any system.

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

• Zoho Forms could improve if the Super Admin had access to view all reports from org users, not just view the name
• Audit history tracking needs to be extended, many of our older forms show no history past the creation date

Incentivized

The user interface and user experience is outstanding, seems like a lot of hard work has been put into it by the design, development and product teams. The fonts used are optimal, the icons and menu bars are well placed, the colors are very friendly to the eye and the standard white background is beautifully adjusted to the user expectations. The sliders are well designed and you can easily find whatever menu/option/feature you are looking for without much hassle.

Incentivized

So far we have not faced any issue while using the software but our customer journey has been breathtaking so far, which obviously i am expecting, should be the case of the support of Zoho Forms as well. However we have explored their support channels; you can easily find the contact us form in the profile slider and there are other resources available with a single click like Help Menu, What's New Menu, Blogs and Forums. However i could not find any live chat or support with the Free version.

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

Zoho Forms is just as good as Google Forms. I believe that ZF is easier to use. I have not used GF as extensively as ZF. I will be evaluating GF in the very near future. I selected ZF mainly because it easily integrates with its own Zoho applications quickly and with very little difficulty.

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.

• All positive. Zoho Forms is just another tool from the Zoho toolbox that adds value for us.
• ROI is hard to say since we are a Zoho One user. Providing an amazing customer experience is what we strive for and this tool is part of that customer experience. It may have a small effect within our internal process but it is a customer facing and customer interaction point/application so it is crucial that it performs optimally.

Incentivized