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Über Youreka

Youreka, die Salesforce®-native App, führt mobile Teams durch Formulare und Bewertungen für bessere datengesteuerte Entscheidungen online und offline.

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Vorteile:

I liked the idea, it reminded me of gravity forms for WordPress which I'm much more familiar with. It seemed a fairly capable form builder for a Salesforce setting.

Nachteile:

I could not follow up all the required steps for initialize this. Got stuck in the middle.

Bewertungen zu Youreka

Durchschnittliche Bewertung

Benutzerfreundlichkeit
4,2
Kundenservice
4,5
Funktionen
4,4
Preis-Leistungs-Verhältnis
4,0

Weiterempfehlungsquote

7,8/10

Youreka hat eine Gesamtbewertung von 4,3 von 5 Sternen basierend auf 24 Nutzerbewertungen auf Capterra.

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Nutzerbewertungen filtern (24)

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Verwendete die Software für: Nicht angeboten
Herkunft der Bewertung

Excellent integration with Salesforce, a few steps and a lot of valuable information.

5,0 vor 7 Jahren

Kommentare: More time to focus on sales because it was very easy to set up so i didn't spend time on that. I tried a lot of solutions but this is by far the best.

Vorteile:

The principal pro I found is the super easy integration with Salesforce and the versatility of the forms you can create with Youreka. This solution have a great amount of diverse fields so you can use them no matter the industry; health care (that was my case), finance, forms, legal (my case also). It also have a very intuitive way to create templates with drag and drop system, the templates then are stored into Salesforce and ready to use.

Antwort von Youreka

vor 7 Jahren

Thank you for taking the time to share your thoughts with us; and for using Youreka as a healthcare professional! Please keep in touch with future feedback, or any questions that you might have. On behalf of Youreka, thank you again! - Xochi

Rajesh
Salesforce Developer in USA
Informationstechnologie & -dienste, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Salesforce Developer

5,0 vor 5 Monaten

Kommentare: its very good for all survey forms , taking user feedback

Vorteile:

most user friendly and easy navigation, It works for every industry

Nachteile:

Nothing, I would expect it to run offline

Antwort von Youreka

vor 5 Monaten

Thank you for your fantastic review and perfect rating! We're thrilled to hear that you find Youreka to be user-friendly and easy to navigate. Our goal is to create a solution that works seamlessly across all industries, so it's wonderful to see that reflected in your feedback. Your support and satisfaction mean a lot to us, and we're committed to continuing to improve and meet the diverse needs of our users. If you have any suggestions or need assistance, please don’t hesitate to reach out. Thanks again for choosing Youreka!

Liad
Head of BA in Israel
Verwendete die Software für: Nicht angeboten
Herkunft der Bewertung

There is potential but complicated for our needs

3,0 vor 7 Jahren

Vorteile:

Customize business logic in forms Better forms visualization Ability to add required information and logic to the fields

Nachteile:

Complexity of setup I could not follow up all the required steps for initialize this Got stuck in the middle

Antwort von Youreka

vor 7 Jahren

Hi Liad, Thank you for the positive feedback on Youreka's conditional logic and form visualization :) However, we deeply regret that you got stuck during initial set up. We would love for you to experience a great implementation. Please let me know if you would like to set up a time for a specialist to reach you, or if we can assist you in any way. I am happy to help: 443.962.6266 or xochi.adame@synapticap.com. - Xochi

Ben
General Manager in Australien
Immobilien, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

[sensitive content hidden] is the Best

5,0 vor 10 Monaten

Vorteile:

[sensitive content hidden] is absolutely unbelievable. She is hands down the best trouble-shooter I have ever dealt with. That woman is sensational, every time I have an issue, she jumps online with me, around my time as well might I add, and gets it sorted. I cannot speak highly enough of her. She deserves a raise, honestly whatever you’re paying her, double it!

Nachteile:

Nothing. [sensitive content hidden] is absolutely amazing. As I said in the title. [sensitive content hidden] is the Best

Antwort von Youreka

vor 10 Monaten

Thank you so much for your wonderful review! We're thrilled to hear about your exceptional experience with Jen. It's feedback like yours that motivates us. We are proud to have her on our team, and it's great to know she has resolved your issues promptly and effectively. We'll ensure your kind words are passed along to her and our management team. Thank you once again for taking the time to share your experience with us. We're here for you anytime you need assistance!

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Informationstechnologie & -dienste, 5.001–10.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Great Experience and Customer Service

4,0 vor 6 Jahren

Kommentare: We started using Youeka a few years ago to allow our sales reps to fill out forms on Salesforce. We leverage data already populated in Salesforce to cut down on duplicating efforts. The product has been a game changer for us and helped us keep the sales rep process inside of Salesforce. Customer service representatives have been crucial to our success. Their responsiveness and ability to work with us has really set them apart.

Vorteile:

I like it's flexibility and it's ease of use. For us, the software is multi functional and it has been a great value add that we can do more than 1 thing with 1 piece of software.

Nachteile:

The software has continued to evolve, which has been great. The only downside is the upgrades seem a little complicated and can cause some work stoppage, the maintenance is also a little cumbersome.

Antwort von Youreka

vor 6 Jahren

Thanks for the feedback! We're always looking for ways to improve our product releases and make things easier to use. Glad your teams are finding Youreka helpful!

Nathan
CRM Applications Expert in UK
Chemikalien, 10.000+ Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Great tool for our mobile workforce

5,0 letztes Jahr

Kommentare: Youreka has empowered our mobile field sales and service teams to work fully offline. The real-time data capture helps us to keep our finger on the pulse of the business and deliver added value to our clients.

Vorteile:

Speed and ease to deploy. Less need for Salesforce developers to customise the solution for our business. Being able to work fully offline is really beneficial to the business. The Youreka team are very innovative and helpful to deal with.

Nachteile:

As a multi-national company creating form templates in multiple languages is still clunky takes a lot of time and is complicated to manage.

Nicholas
Nicholas
Technical Architect in USA
Verifizierter Nutzer auf LinkedIn
Umweltdienstleistungen, 201–500 Mitarbeiter
Verwendete die Software für: Nicht angeboten
Herkunft der Bewertung

I briefly tried out the software after meeting the team at Dreamforce 16

4,0 vor 7 Jahren

Kommentare: Like I consider Gravity Forms (GF) with WordPress, it's a great plugin for admins to do more with the software than what comes out of the box, but what makes GF the one I support as a developer is the extendability it provides. If Youreka can prove its self to be that tool on the Salesforce side then I would be more inclined to support it. Unfortunately at this moment I don't have many use cases for it. Perhaps if I could build a complex custom Work Order & Sales Order form to replace the standard interface that would be valuable enough to consider a 3rd party tool. Would require ability to work with unique flows, validation rules, and integration with platform events in order to integrate with financial systems.

Vorteile:

I liked the idea, it reminded me of gravity forms for WordPress which I'm much more familiar with. It seemed a fairly capable form builder for a Salesforce setting. It seemed appealing to an admin centric user to be able to do more with data collecting.

Nachteile:

At the time I was considering an integration use case that I don't believe it would work for. As a developer I wanted less UI and more minimalistic approach that I could skin and expand on a customized user experience

Antwort von Youreka

vor 7 Jahren

Nicholas, Thanks for the review. We're glad to see that you remembered us after Dreamforce two years ago! In response to your comments about the forms having a more customizable UI, we've come a long way since 2016 when it comes to designing the overall look and feel of forms. Users can now easily customize the form's design, all with just a touch of CSS. The full style guide can be found here: https://www.synapticap.com/youreka/support/knowledge-base/style-center Like I said, we've come a long way since you last experience the app, so if you're still in interested in exploring Salesforce forms apps, I'd encourage you to revisit our AppExchange listing and check out the new features. youreka.io/appexchange Thanks again, Pat

Samantha
Operations Manager in USA
Non-Profit-Organisation Management, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Great Product!

4,0 letztes Jahr

Vorteile:

We have enjoyed the integration into Salesforce and being able to have our Mobile Users get real time data and updates in real time.

Nachteile:

The glitches and ongoing patches have been a bit frustrating. But we do understand that Youreka is a young company and still working out the kinks within the product.

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Good Survey Tool

4,0 vor 7 Jahren

Kommentare: Ability to develop and publish surveys and obtain feedback from customers with an accelerated pace and easy to use interface.

Vorteile:

The application is Mobile friendly and intuitive interface. The offline capabilities are also very handy in places with limited connectivity.

Nachteile:

Reporting abilities could be more advanced and improved to allow users to track more sophisticated metrics.

Antwort von Youreka

vor 7 Jahren

Thank you for your insights, they mean a lot to Youreka's ongoing development. We're pleased to hear that you found our offline capabilities useful, and Youreka's UI to be intuitive. And thank you for your feedback regarding Youreka's metrics tools, it is immensely helpful. Robust metrics and BI reporting is key for our users, and top of mind for us. Our roadmap plans for continued improvements to this end. We hope to exceed your expectations in the near future! Please keep in touch with further suggestions, or with any questions you might have. We are happy to help. On behalf of Youreka, thank you for your support! - Xochi

Sunil
Developer in USA
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Loved the application. It is so intuitive and user friendly. Makes us more productive every day.....

4,0 vor 7 Jahren

Vorteile:

User friendliness and pretty sleek

Nachteile:

Regular application updates, turns out to be taking lot of time of the team, to test the app in every environment.

Antwort von Youreka

vor 7 Jahren

Hello Sunil! Thank you for the kudos, your opinion means a lot to us. We take your team's experience with frequent updates to heart; your feedback is being shared and discussed among key members of our crew. Please ping us with further feedback, or with any questions or requests. We are here to help. On behalf of Youreka, thank you for your support! - Xochi

Sarah
Operations Manager in USA
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Youreka is a great form capture system!

5,0 vor 7 Jahren

Vorteile:

I like the offline use and the ability to add photos. The discoveries function is also great to identify problems and get them remedied quickly.

Nachteile:

I dislike the lack of ability to export data. I realize the data lives in SF but being an admin and not a developer I find it difficult to export data from a form individually. Youreka itself is intuitive for someone without software or development experience but pulling the info out is hard if you aren't a developer.

Antwort von Youreka

vor 7 Jahren

Sarah, I was very happy to see your review come in. Thank you so much for the 5 star rating! I did want to address your comment about exporting data. When it comes to exporting form data to a CSV, we should chat about getting you the right report in your system. Like you suggested, the data lives right inside of Salesforce, so all that's required is building a Salesforce report off of a specific Youreka template that you're interested in exporting. Then, whenever you'd like to export, all you need to do is visit the report in Salesforce and export it! Let us know if you want to walk through it together. We're happy to show you. Otherwise, I've been told it's on our product roadmap for you to soon be able to export an individual form into a PDF format, which would essentially allow you to easily generate documents after you submit information to Salesforce. Hopefully this gives you a few things to think about. Again, thank you so much for the review! All the best, Pat

Zalak
Salesforce Consultant in USA
Informationstechnologie & -dienste, 5.001–10.000 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Youreka was really nice, very easy to install and run

5,0 vor 7 Jahren

Vorteile:

After installing, I received a call from representative in few minutes. He explained me in details about the product and benefits. He sent me follow-up emails and provided documents.

Nachteile:

Deploying from 1 environment to another could be improved. Users were asking about offline feature/availability of the product, it would be good if we have more documentation for this feature. So, it is a good product overall.

Antwort von Youreka

vor 7 Jahren

Zalak, Thanks for leaving us a review. I'm glad to hear that our reps were so quick at following up with you. In your review, you mentioned two interesting points of feedback that I wanted to expand upon. First, you mentioned that you'd be interested in deploying forms from one environment to another. I'd be curious to know if you were able to try out our Template Import feature. Within Youreka, you're able to export form templates as JSON files, and then import them into another environment in no time. And the best part is, as long as the new environment has the same objects and fields as the old one, the field links will behave exactly as they did in the old environment. Secondly, since you installed, we've actually released an entire support section on our website, including technical documentation and materials regarding the mobile app. I'd encourage you to check it out. https://www.synapticap.com/youreka/support Thanks again. Pat

William
Owner in USA
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

I have been using Youreka for over a year, and I like the direction it is going!

5,0 vor 7 Jahren

Vorteile:

1. It is extremely easy to set up. 2. It allows you to override the CSS. The out of the box forms are not very attractive in the modern age, but that doesn't matter to me since I can override it to make it how I want. 3. Customer service is really good. 4. Youreka listens to feedback and implements a lot of user suggestions in their roadmap releases.

Nachteile:

The data validation rules are really limited. Data entry is prone to human error, and validation rules are critical for preventing bad data being captured. Unfortunately, this tool is limited in terms of what you can control in that regard

Antwort von Youreka

vor 7 Jahren

Hi William, Thank you for your thoughtful response. We are thrilled that set up was a breeze; and that you appreciate customizable CSS. We take your experience with data validation limitations to heart and sincerely appreciate the outside perspective. Your feedback is being shared and discussed across key team members. Please keep in touch with any future feedback, and please reach out to us should you have any questions. On behalf of Youreka, thank you for your support! - Xochi

Ketul
SF admin in USA
Versicherung, 10.000+ Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

It worked great for my requirements

5,0 vor 6 Jahren

Kommentare: IT was great experience.
Customer service was great and was ready and happy to answer any question I had.

Vorteile:

I had requirement on POC I was working on at the time. Youreka out of box solution solved 80% of our requirements. Very easy to use. Works seamlessly

Nachteile:

May be ability to customize package components to certain extent.

Antwort von Youreka

vor 6 Jahren

Thank you for your feedback! We put out new releases every couple of months, so I'd like to encourage you to keep an eye on new features--We'd love to meet more of your requirements. Thanks again, Jen

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
, 51–200 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Form building was easy and no code requirement which made my team work easy.

4,0 vor 7 Jahren

Vorteile:

Drag and drop feature for form builder Offline feature was effectively used by the sales representative.. Form syncing and data assesment was easy to do. Field links

Antwort von Youreka

vor 7 Jahren

Thank you for your positive feedback, your opinion means a lot to us. Please ping us with further feedback, or with any questions or requests. We are happy to help. On behalf of Youreka, thank you for your support! - Xochi

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
, 51–200 Mitarbeiter
Verwendete die Software für: Nicht angeboten
Herkunft der Bewertung

try make a new survey with different variables based on responses

4,0 vor 7 Jahren

Vorteile:

easy to implement the different cases I need conditions to show a particular question. Easy to insert image and other layout features

Nachteile:

the price for what it is offered and also the support in order to understand the costo for more than one license

Antwort von Youreka

vor 7 Jahren

Thank you for taking the time to share your experience with us. We are thrilled to hear you find Youreka so easy to use! However, it sounds like your experience with customer support could have been better, and for that we apologize. Please reach out to us with any questions, concerns or requests. We are here to help. - Xochi

Trey
Administrator in USA
Bankwesen, 10.000+ Mitarbeiter
Verwendete die Software für: Nicht angeboten
Herkunft der Bewertung

I had a great experience using Youreka.

5,0 vor 7 Jahren

Vorteile:

I enjoyed the ease of form creating, as well as how well easy it was to plug and play with Salesforce.

Nachteile:

I did not have any complaints about the functionality of the software, pricing is what drew us away from this product and towards another.

Antwort von Youreka

vor 7 Jahren

Hi Trey, Thank you for your all star ratings, we are very happy to hear you enjoyed using Youreka. We regret that pricing was a deal breaker for you. Your feedback is shared across key teams. Please keep in touch, should you have any questions or requests. And please do keep us in mind for the future. - Xochi

Nick
Sr Director - Client Operations in USA
Onlinemedien, 51–200 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Just getting started, but so far YourEka forms is just what we need

4,0 vor 7 Jahren

Vorteile:

Fleixble and dynamic forms. Allows easy data input and gives us control over clean data entry into Salesforce

Nachteile:

A bit cumbersome to use. The training and learning available is great but there is a steep learning curve and fairly heavy administrative effort required to adopt fully

Antwort von Youreka

vor 7 Jahren

Hi Nick, Thank you for the positive review, and for trying Youreka! We are thrilled to hear Youreka is working great for you. However, we regret your onboarding experience wasn't easier. Your feedback is being shared with key team members; it's invaluable to our ability to improve. Please stay in touch with any questions or further insights you might have. On behalf of Youreka, thank you! - Xochi

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Finanzdienstleistungen, 11–50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Great app for bringing separate objects of your instance together

4,0 vor 7 Jahren

Vorteile:

Linked sections. A user can easily bring unrelated objects together in a single form. Administration is generally easy and fun

Nachteile:

Not amazing as a questionnaire tool. It maps to salesforce fields nicely but still there's no much point in using it over directly typing on Salesforce

Antwort von Youreka

vor 7 Jahren

Thank you for the kudos, and for using Youreka! We regret to hear Youreka wasn't ideal for your questionnaire needs. Your feedback is being shared across our key teams, it's invaluable to our continued improvement. Please stay in touch with any further insights or questions you might have. - Xochi

Marty
Marty
Marketing Manager in USA
Verifizierter Nutzer auf LinkedIn
Immobilien, 11–50 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

I briefly utilized Youreka, but honestly, I found I could do much of the same without an app.

3,0 vor 7 Jahren

Kommentare: As I said, I could accomplish what I needed to without using Youreka. I could create my own forms with Pardot and/or Unbounce and connect them to my Salesforce account.

Vorteile:

It's simple enough to use, I had no issues setting it up and getting started. I also liked the breadth of the functionality of the application.

Antwort von Youreka

vor 7 Jahren

Hi Marty, thank you for your honest feedback. And thank you for giving Youreka a try! We regret that Youreka wasn't the best fit for your needs in this instance, but please stay in touch with any questions or further insights you might have. And please do keep us in mind for the future! - Xochi

Russell
Salesforce Solutions Architect in USA
Informationstechnologie & -dienste, 51–200 Mitarbeiter
Verwendete die Software für: Kostenlose Testversion
Herkunft der Bewertung

Slick Product

5,0 vor 6 Jahren

Kommentare: It's a great tool that solved the business challenge.

Vorteile:

Super easy to use and syncs seamlessly to Salesforce.

Nachteile:

It was just a little pricey. I'd hope for greater volume discounts.

Antwort von Youreka

vor 6 Jahren

Thanks so much Russell for taking the time to review Youreka! Feedback like yours is especially helpful to us as we plan the future of the product. We do schedule multiple releases every year that are loaded with new features. I'd like to encourage you to take another peek at the product to test it out first hand! Thanks again, Jen

Verifizierter Rezensent
Verifizierter Nutzer auf LinkedIn
Internet, 51–200 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Forms you can give to clients to update their own records, handy!

5,0 vor 6 Jahren

Vorteile:

If you put in the time to configure it, the forms can do and update a lot, for cleaning up records with new info, to creating contacts

Nachteile:

Vital contacts need to be configured in advance if they will be on the form, which can be hard when your sales team is lazy on providing this,

Antwort von Youreka

vor 6 Jahren

Appreciate the feedback!

Marc
IT Manager in USA
Informationstechnologie & -dienste, 51–200 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Really great product and a super value!

4,0 vor 7 Jahren

Kommentare: We really like it.

Vorteile:

currently using for basic surveys. Very easy to setup, use, and share. Will most likely be using in the future with global impact assessments.

Nachteile:

Not too much to complain about, I would say it's always nice to have a discount when possible. Thank you.

Antwort von Youreka

vor 7 Jahren

Hi Marc, thank you for taking the time to share your thoughts with us; and for trying Youreka! Please keep in touch with future feedback, or any questions that you might have. On behalf of Youreka, thank you again! - Xochi

Catherine
Programme Director in UK
Bürgerliche & soziale Einrichtungen, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Useful but tricky

3,0 vor 6 Jahren

Vorteile:

This gives us some really useful features to integrate with Salesforce. We can use it to create forms that automatically update our records, self-marking quizzes and surveys. It can save us a lot of time.

Nachteile:

It is tricky to set up the forms and takes a lot of Salesforce know-how to get it to integrate with existing records.

Antwort von Youreka

vor 6 Jahren

Thanks for the feedback Catherine!