The FormAssembly Data Collection Platform helps organizations collect, connect, and protect data. It features a no-code form builder that simplifies the process of collecting data in the most complex environments. Multi-stage workflows automate manual processes and business-critical integrations – including Salesforce, Google, and Microsoft – provide a connected data ecosystem that ensures data is where it’s needed, when it’s needed. Its operational standards, combined with…
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Quantum Workplace Engagement Surveys and Pulses
Score 9.2 out of 10
Mid-Size Companies (51-1,000 employees)
Quantum Workplace provides an all-in-one employee engagement software that makes managers the central drivers of workplace culture. Serving more than 8,700 organizations, Quantum Workplace’s technology gives team leaders direct access to employee feedback and personalized real-time insights, so they can make work better every day. The software includes surveys, goals, recognition, feedback, one-on-one, and alert features — providing a powerful solution for team engagement and continuous…
Digitizing your company's physical paper transactions. Once digitized, your staff/users can easily access it with their mobiles or anything that has a browser. This gives them convenience and saves paper waste. Some scenarios I think are when some people would like to treat from assembly as a document signing platform like DocuSign or Conva.
This is well suited to give you a guideline of where your company is at and areas that can improve upon. This was our first year so I believe when we continue to use this it will show areas that we can still improve upon and areas that we have improved upon
It integrates well with Salesforce. It allows for bi-directional communication which is critical for our form. To provide the custom with a good UX, the form dynamically responds to their input, saves their choices as records in Salesforce and then puts in them in the next step in the process.
FormAssembly allows for custom scripts to be used (javascript, CSS and html). This has allow for our forms to align better with our branding and provide for a more robust and clean UX.
We can communicate from one form to another using dynamic url variables. Due to the complexity of our forms this is huge. It allows for our customers to input less, save their info in Salesforce and they stay in a natural workflow regardless of how many forms we need to incorporate.
The information coming from Salesforce to use in the choices for an answer does not always appear as needed. (API vs name).
Ability for Admins to see and edit every user's forms. This would be useful in the event that someone is no longer with the institution.
When a form is cloned, it would be nice if the connector were also cloned but not active. This would allow us to verify and turn on without having to rebuild everything.
I mentioned this to them after our last survey. The first year we did the survey the Quantum Workplace site provided us with detailed information on creating improvement plans, questions for employee focus groups and best practice information. While the site still provides information on creating an action plan, they removed the other information and haven't offered any new tips in the past two years. I would like to see them bring this back and update it each year so it is fresh and provides usable action items.
FormAssembly continues to meet our needs, and the product functionality continues to grow, providing us with new opportunities to utilize the software. We've built many forms and associated processes on FormAssembly. It would require a large effort to migrate to another platform. We have invested a lot of time in learning FormAssembly.
Given how many sophisticated features appear in the form builder itself, the back-end management can feel strikingly skimpy at times. More dynamic or visually appealing confirmation messages/email notifications would realign these with the existing capabilities of the forms themselves. This is a small issue though because data capture is our primary priority in form fills and it is always excellent in Salesforce!
The survey is very easy to use. Our Team Members were able to take the survey via their cell phones and had little to no trouble completing them in a reasonable period of time. Our folks in the office with computer access were all surprised at how easy and smooth the process to provide feedback went and how quickly they were able to work through each question.
While it's not a true development package and misses some features like ingestion of external data for lists, etc... the product is fast, stable, easy to use, and will suit the needs of anyone needing online form functionality with SalesForce and other connectors available for your marketing needs.
The professionals at Quantum really take the time to understand you and your organization and I think this goes a long way in rolling the product out with little to no issues. Their Customer Service Team does an outstanding job of being available or getting back to you in a very short period of time. I do not recall EVER being frustrated because I had to wait to get a question answered or could not get a question answered within a reasonable period of time.
Very easy system to use. I also like how you can customize your survey to work on certain areas you feel are important at the time. They also provide you with a list of questions you can select from as well as implement any custom questions you feel would be beneficial
When we were researching options 2 years ago, FormAssembly beat other form tools hands down based on Salesforce integration features. The ability to declaratively set up prefill and post-submission data connectors supporting complex hierarchical data relationships was huge there. We also valued the ability to authenticate Salesforce users on the form. This allowed us to ensure that only authorized individuals could make updates to their records (and not other people's records) via the form. Since we embed it so heavily into Salesforce, we often compare FormAssembly to Salesforce's native Visualforce and Lightning Component frameworks when deciding how to fulfill a data capture requirement. Unless something very custom is called for, we very often choose FormAssembly first for the flexibility it gives us to build and iterate in the early phases of a new program.
We used to use Joomla built-in forms on our site... oh wow, what an upgrade. FormAssembly is miles ahead. We've saved so much time - we get better, cleaner responses and our users don't have to waste time.
Updating our existing client records using FormAssembly is a godsend. It's super easy to direct our clients to the proper places.
We get creative, sometimes. We've built in a feature for our Excel reports that automatically pushes a response through FormAssembly, into SalesForce - so that when salespeople complete an Excel report, then can quickly/easily update SalesForce without logging into anything. Thanks for the workaround, FormAssembly!
