Youreka

RATING:

4.3

(23)

About Youreka

Youreka is a smart forms solution built entirely on Salesforce. With Youreka, users can achieve omnichannel service excellence through a suite of mobile forms, guided assessments, and inspections, all powered by advanced mobile technology that works both online and offline. Youreka provides industry-specific solutions to optimize service operations, improve productivity, and enhance customer satisfaction. Youreka provides smarter omni-channel customer experiences across the service lifecycle. Guide customers through dynamic smart forms to provide self-service solutions in Salesforce Experience Cloud. Script call center activities in the Salesforce Service Console to empower support agents to drive impactful solutions and increase first-call resolution. Youreka conditio...

Youreka Pricing

Starting price: 

$20.00 per month

Free trial: 

Available

Free version: 

Available

Meet Youreka: Putting Knowledge to Work.
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Youreka Reviews

Overall Rating

4.3

Ratings Breakdown

Secondary Ratings

Ease-of-use

4

Customer Support

4.5

Value for money

4

Functionality

4.5

Most Helpful Reviews for Youreka

1 - 5 of 23 Reviews

Anonymous

Used daily for free trial

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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.

PROS

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.

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

Review Source: Capterra

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

PROS

[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!

CONS

Nothing. [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

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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

PROS

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

CONS

Complexity 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

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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.

PROS

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.

CONS

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.

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

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

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.

PROS

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.

CONS

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