Clicktools vs. Cognito Forms

For any organization that is using salesforce.com and needs to implement a survey system that directly ties back to their salesforce.com system I would highly recommend Clicktools. We tried building our own customer satisfaction survey and it was not worth the effort, especially as our questions are ever changing. The integration with the case module was easy to configure

Incentivized

It's excellent for small sets of forms, from simple to highly complex It's not good at scale. With over 170 forms now, we desperately need some way to manage and maintain shared content once Cognito does not help. Their approach is that you can copy a working form (great) and modify it to create the next one. That's how we've got so many forms...

• Integration with SFDC: Makes it easy to trigger survey sends - and store survey results within SFDC - so that multiple departments and stakeholders can view results.
• Hidden Questions - Since we are mostly surveying our customers, we use Clicktools Hidden question fields to improve the survey experience. This way we don't need to ask the person filling out the survey their name or company - but are still able to attach the survey to their profile within SFDC.
• Ease of Use - Clicktools is a robust, yet easy to use software. As someone who manages a team of people that deploy Clicktools, I don't use the product everyday, but I have a very small learning curve when I do need to jump in and create a survey.

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• New Hire Form - It announces the new hire and provides direction to several departments on their needs, computer, phone, security level, etc.
• Terminations - We use it to shut off security, badges, computers, track phone, electronics, etc.
• Temp Form - It provides an avenue to enter them into our payroll system for tracking hours, also, for the start and end dates.

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• Using conditional questions (if yes, then skip to question 5, if no, continue to question 2) can be tricky initially. And it can be really tricky once you have multiple conditions that send a person all over the place. Be sure to test repeatedly so that you know that your customers are getting to the questions they are supposed to be at and not being kicked out early. There are certain nuances you will pick up on over time that make conditional questions easier - BUT you can clone surveys, so build once and then work off your own template.
• No matter how many questions types are available, inevitably you will find a question in which Clicktools does not have a type to support it. They do have quite a few options though... just wish their matrix option was more robust.
• Not many template "themes" to pick from - surveys look very bland.

• We have families of forms with a mix of unique parts and common functionality. Cognito has no ability to copy a field or a section (set of fields) between forms. If you need to update the common functionality, you have to do it separately for each affected form.
• It seems that the (large and impressive) functionality has outgrown the capabilities provided to manage sets of complex forms that exploit this functionality - such as copying and pasting between forms or being able to define a section in one place and have it appear in many forms (#include)
• The documentation is incomplete - often have to discover how things work by trial and error
• A spell checker for content would be nice!

We have loved using Clicktools and will continue to use it for the foreseeable future. The price and Salesforce integration is what really sets it apart from any other solution out there. I have learned a great deal about surveys and how to manage them in a CRM by using Clicktools. We will certainly be renewing our contract.

It's fairly intuitive, produces a great product and the customer support is fantastic. I only lowered the score because I find that the in-depth surveys that we run most often can take up to five minutes to produce results, which can be tiring since the interface only allows me to open one window of Clicktools so I can't run multiple results at a time. When I asked support if this was an issue that could be fixed they said it was because the graphics took time to generate the data.

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We have been using Cognito Forms for over 5 years. We find it very easy use and it is part of the programs we use on a daily basis.

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ClickTools is always available when I need it. The interface is quick and does not drag. Survey responses show up quickly after a survey is submitted. The survey analyzer is swift as well. There is no waiting around for something to process when you are using ClickTools.

I get frustrated by not being able to find the answers to my questions online by myself. I would rather search FAQs and find things that way, but it seems I always have to contact support to get the answer I need. They need a more robust support center so you can do it yourself. But on the upside, when I do contact support, they respond immediately and usually solve my problem quickly

Very friendly and helpful, but typically takes at least one day to respond. However, when they do respond they dive right into the specific form I ask about and tell me exactly how to fix what I need help with

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If you are setting up integration with a CRM (Salesforce) get this done early on in the process. You can always do it later, but it's easiest to lay your foundation first and then build up and around it later

Secure, integrated with Salesforce and allows for better graphics that can be presented to customers. It produces a valuable tool for our sales team by collecting data and turning it into something that is comprehensive and easy to navigate and fun to look at, vs numbers and data gathered onto a sheet.

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I have not used any other programs like Cognito Forms. I have been with my company for almost two years. I very much like the ease of this system and its capabilities. I like knowing everyone is using the same thing. I do not foresee us making any changes to our current use of Cognito Forms.

Incentivized

• Increased employee efficiency: due to the fact that it links to the Salesforce, it saves time to update our stakeholder records. It is, at least, a 100% ROI.
• Better customer service. The data we collect help us improve our operations. It is hard thought to estimate the role of Clicktools in the retention of our clients.

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• We have used Cognito Forms in place of having to purchase a specific platform or software for Employee Engagement
• We have used Cognito Forms for great surveys and found the reporting pretty good too

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