Clicktools vs. Zoho 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

Zoho Forms is well suited for anyone wanting to track items from a specific event or feedback at the conclusion of an event. It is also well suited to track responses. Zoho Forms is less suited for the scenarios where official approval is required because the forms are meant for a single user, and not to be filled out by one person, and then forwarded to another to document the approval. It would also not be good to replace an excel or word document to submit to another department requesting a part number for a new product because again once the form is submitted there is not a way for the second party to 'Update' the existing form and add the part number assigned by the second party.

Incentivized

• 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.

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

• 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.

• So far I have done well, I have had no problems.
• In some cases, I would like to click on one of the registers and send an email.
• A good idea would be an integration with Zoho Mail to create templates within the survey.

Incentivized

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.

Incentivized

It is very easy to use & straight forward for a tech or non-tech user. It is very easy to distribute the form & collect data to evaluate. Lots of features to make the form unique or to collect data in many ways (sliders, wheels, more than just typed data entry). Works great on desktop or mobile devices as well.

Incentivized

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

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

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.

Incentivized

Zoho Forms I found to be more affordable (free tiers works for many businesses). They offered solutions that fit the need & didn't limit features like some of the other services trying to upsell. Jotform offers a lot more add-on features or widgets and has an interesting platform, but it is much more costly for small businesses.

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.

Incentivized

• The biggest pain point we had was getting notified in time of form submission which Zoho Forms has solved and now we do not miss any form submission from a potential lead.
• Our existing customers (50+) were using conventional methods to inform us about issues being faced which was a major hassle for us in providing good customer services. But thanks to Zoho Forms, we now document each issue properly, respond to it in a timely manner and get it resolved with the SLAs.
• We have also used Zoho Forms to have our live chat channel integrated with Zoho Forms to be able to get a form submission from them instantly while chatting with our CSRs.

Incentivized