Medallia vs. TrueContext

Any customer service industry would benefit from implementing Medallia. This is your one-stop-shop for everything surveying and data analytics. I have personally seen this successfully implemented in both software companies and retail. Medallia offers multiple integration options to create connected applications in your business. This is designed as an enterprise solution, smaller businesses may find it difficult to justify the cost.

Incentivized

From my perspective, ProntoForms happens to be a convenient tool giving our service techs the ability to accurately record issues and document customer locations. It is also a versatile tool in that we have used for vehicle inspection, fleet maintenance (service tech's trucks), shipping checklists, checklists of equipment updates and documentation, site eval forms, project completion, and request for quote forms.

Incentivized

• It provides a rating for customers to rank how satisfied or not satisfied they are with the service.
• As an Account Manager, this is a helpful tool to hear customers' experiences and feedback.
• It helps us manage our next steps because the tools also provide options to note the action taken and if the issue has been resolved or not.

Incentivized

• Makes forms easily
• Collects information easily
• Displays on mobile

Incentivized

• Our service model does not provide any ownership over the platform. We have to engage our Medallia Project Team to build surveys, troubleshoot issues, make changes to surveys, reports, and dashboards, resulting in long turnaround times and inefficiency.
• Medallia charges for both "units" and users. "Units" are defined as named individuals in surveys, but don't have log-in privileges. In our case, they are customer service agents or business consultants that engaged with the client but are not part of our closed-loop case management process or access to the platform.

• Offer Freemium for those who want to test before purchase
• Offer more pricing plans
• Make more options for integrating easily with CRM platforms like Wordpress, Drupal, etc.

Incentivized

Medallia's user interface is simple and intuitive for the end-user. Everyone in our organization from the CEO to store level team members use Medallia to see how we are delivering experiences for our customers. From an administrative side, I would rate Medallia closer to a 7.5, but this part of Medallia is not used as often post-implementation. That being said, you will need a technical/IT resource on staff or will need to pay a premium to a 3rd party to manage it for you.

Incentivized

As Prontoforms markets itself as a low code, user-friendly drag and drop solution, it definitely excels in the area of user experience. While those who are more on the technical side will appreciate the standard options available as part of its custom integration tools. The learning curve has never been an issue.

Incentivized

Medallia is always there to answer questions and/or support our needs. In some cases it does require a PO if the request does not fall under normal support, but that does not change the fact that they are very responses and available to support your needs

Incentivized

The customer support for pronto forms was great for me in the only instance that I have had to use it. I called the phone number for ProntoForms customer support, they were quick with the correct answer for me and very reassuring.

Incentivized

We are also using Salesforce.com for our customers/clients' records, usage, cases, and such. Like Medallia, we are using Salesforce.com to understand the different account usage based on the services we provide. With the data provided by Salesforce.com, we would understand where we are lacking, which parts we are strong in, and which part of the service needs improvement. All in all, both products are very helpful and, [conveniently,] both are integrated into one another.

Incentivized

While ProntoForms is specialized (and probably better suited) for the field service environment, Smartsheet is a more well-rounded solution that has a lot more features that can be utilized in other areas or teams. Smartsheet also has a shorter learning curve due to its MS Excel-like flexibility with formulas. However, Smartsheet is better suited for simple form recording with limited integration options compared to Prontoforms.

Incentivized

• It does play a big role when we are running a referral campaign. Referral greatly affects sales and retention since customers are bringing in new clients/customers.
• It helps our organization keep track of the accounts that are most likely to churn by checking their feedback and knowing how we can improve our service.

Incentivized

• Adopting and use of product has gotten some push back. Fear of change? Fear of technology?
• Super easy to use .
• Very affordable!

Incentivized