All Youreka Reviews
1-13 of 13 Reviews
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Anonymous
Used daily for free trial
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2018
Excellent integration with Salesforce, a few steps and a lot of valuable information.
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.
PROSThe 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.
Vendor Response
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
Replied February 2018
Ben
Real Estate, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2024
[sensitive content hidden] is the Best
[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!
CONSNothing. [sensitive content hidden] is absolutely amazing. As I said in the title. [sensitive content hidden] is the Best
Vendor Response
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!
Replied January 2024
Liad
Used free trial
OVERALL RATING:
3
EASE OF USE
2
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed February 2018
There is potential but complicated for our needs
Customize business logic in forms Better forms visualization Ability to add required information and logic to the fields
CONSComplexity of setup I could not follow up all the required steps for initialize this Got stuck in the middle
Vendor Response
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
Replied February 2018
Anonymous
5,001-10,000 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed April 2019
Great Experience and Customer Service
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.
PROSI 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.
CONSThe 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.
Vendor Response
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!
Replied April 2019
Nathan
Chemicals, 10,000+ employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2023
Great tool for our mobile workforce
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.
PROSSpeed 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.
CONSAs a multi-national company creating form templates in multiple languages is still clunky takes a lot of time and is complicated to manage.
Nicholas
Verified reviewer
Environmental Services, 201-500 employees
Used free trial
OVERALL RATING:
4
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2018
I briefly tried out the software after meeting the team at Dreamforce 16
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.
PROSI 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.
CONSAt 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
Vendor Response
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
Replied February 2018
Sarah
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2018
Youreka is a great form capture system!
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.
CONSI 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.
Vendor Response
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
Replied February 2018
Samantha
Non-Profit Organization Management, 51-200 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed November 2023
Great Product!
We have enjoyed the integration into Salesforce and being able to have our Mobile Users get real time data and updates in real time.
CONSThe 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.
Anonymous
Used weekly for less than 6 months
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
3
Reviewed February 2018
Good Survey Tool
Ability to develop and publish surveys and obtain feedback from customers with an accelerated pace and easy to use interface.
PROSThe application is Mobile friendly and intuitive interface. The offline capabilities are also very handy in places with limited connectivity.
CONSReporting abilities could be more advanced and improved to allow users to track more sophisticated metrics.
Vendor Response
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
Replied February 2018
Sunil
Used weekly for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
3
FUNCTIONALITY
3
Reviewed February 2018
Loved the application. It is so intuitive and user friendly. Makes us more productive every day.....
User friendliness and pretty sleek
CONSRegular application updates, turns out to be taking lot of time of the team, to test the app in every environment.
Vendor Response
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
Replied February 2018
Zalak
Information Technology and Services, 5,001-10,000 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed February 2018
Youreka was really nice, very easy to install and run
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.
CONSDeploying 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.
Vendor Response
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
Replied February 2018
William
Used monthly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed February 2018
I have been using Youreka for over a year, and I like the direction it is going!
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.
CONSThe 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
Vendor Response
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
Replied February 2018
Anonymous
51-200 employees
Used free trial
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
3
Reviewed February 2018
try make a new survey with different variables based on responses
easy to implement the different cases I need conditions to show a particular question. Easy to insert image and other layout features
CONSthe price for what it is offered and also the support in order to understand the costo for more than one license
Vendor Response
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
Replied February 2018