Likelihood to Recommend 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
Read full review 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.
Read full review Pros Integration with Salesforce: it is critical to us as we use Salesforce, and a lot of record management is automated thanks to great Clicktools integration with Salesforce. Responsiveness of technical support: a lot of program staff across our organization use Clicktools every day, so having a quick response time to troubleshoot arising issues is important. User-friendly interface: Clicktools improved their interface to make it more user-friendly which improves efficiency. Read full review It is a drag and drop custom form builder. It is able to send email/SMS and app notifications once it is submitted. It integrates with other Zoho services like Zoho CRM, Zoho Desk, etc. Read full review Cons Speed - the quality of graphics is high and a lot of info is being pulled, it can take quite a bit of time to produce results. I am unable to open multiple tabs to run several functions within Clicktools simultaneously. Easier/more intuitive graphics uploading. Run reports based on a certain factor (i.e. if there is a particular product we continuously run reports on, I would like to see a chart comparison of how that products scores have varied over time). Read full review Easier integration between Zoho CRM and Zoho Forms Pre-filled client info or ways to easily import info to forms from Zoho CRM Read full review Likelihood to Renew 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.
Read full review Usability ClickTools is very easy to use and get started doing the basics. Anyone will be able to easily log in an create a survey from day 1. Skip logic can be a little tricky and is less user friendly, so testing is very important. I would say that, overall, usability is good.
Read full review Using Zoho Forms is easy thanks to many training videos online, Besides, the user interface is one of the best. The templates also makes it even easier
Read full review Performance 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.
Read full review Support Rating 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
Read full review 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.
Read full review Implementation Rating 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
Read full review Alternatives Considered There was no need to create survey landing pages from Salesforce for external polls, we could decide where survey results were captured in Salesforce (if at all - can report straight from CT), and with simple html skills we could brand everything
Read full review I chose this software because it is very well integrated with other Zoho products which I am using. Apart from this it has mobile applications also which allows me to use this software from my mobile devices when I am traveling for work. Its mail merge feature is also one of the important reason to choose this software.
Read full review Return on Investment Clicktools plays a crucial role in our Net Promoter Score (NPS) survey. Twice a year we deploy the survey, and because of the flexibility of ClickTools and its integration with SFDC, we've seen a 40% response rate in a survey that formally only received 6-7%. Read full review Reduced time on labour intensive Word docs Imports data direct to CRM Can use data within CRM to facilitate completion for users Read full review ScreenShots