Medallia vs. Zoho Forms

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

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

• 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

• 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

• 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.

• 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

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

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

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

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

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

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

• 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

• 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