We performed a comparison between Hyland OnBase and Salesforce Platform based on real PeerSpot user reviews.
Find out in this report how the two Low-Code Development Platforms solutions compare in terms of features, pricing, service and support, easy of deployment, and ROI."We found the setup process to be okay since they do offer a troubleshooting guide."
"OnBase is a remarkable tool. It is a well-done product. Hyland has a lot of experience in building it and looking for new things for clients in terms of functionalities. It has amazing stability, and it can grow horizontally and vertically. It is built for growth. Their technical support is also quite good and available throughout the year."
"I like the cloud and its integrability."
"The retention module is one of the most valuable features. Whatever we scan onto the system can be identified and we are notified when the records are due to be disposed."
"The most valuable features are that it's very secure and provides audit trails for our documents."
"The solution is very developed and we are not taking full advantage of its functionalities."
"I like it because of the fact that it lets me know what I'm working on and what I've recently worked on. It also helps me and allows me to do tracking. If I want to go out and find out how many times I've touched customers, I can find that information out. It tracks such information, and we use it. If we send any type of promotions out, it tracks who gets those promotions and how they've responded to those promotions."
"The reporting capabilities are pretty user-friendly."
"The entire solution is very customizable and you are able to add many functionalities."
"The keyword search helps me in finding stuff quickly. So, I don't have to click around a lot."
"It has definitely improved how we function."
"Marketing and Sales Lead, Forecasting, Campaign management."
"We like that the technology is very agile and flexible in the sense that there's a large partner ecosystem within Salesforce Platform. This enables us to choose from many different partners with different advantages, and all of it can be done in a plug-and-play kind of way."
"I like using the reports feature, but also the fact that we are able to have a smooth process when it comes to leads and opportunities."
"We are struggling with duplicates and would like to have OCR functionality when using this solution."
"The dashboards do have some room for improvement as compared to the other vendors which are there in the market."
"For user experience, they would have to do more with the interface. It is not easy to work with and is a little messy. It is getting better, but it is not yet good enough. Other products are comparatively doing better in terms of the user interface. I have been hearing about Box, which is very easy to use and learn for the users. OnBase has to work on this aspect. It should have BPM capabilities. We compete with tools that provide the BPM feature and support those standards. They can do better in terms of the pricing model. It is a really expensive tool in Latin America. They should have different prices for different regions."
"We need to troubleshoot why our reports didn't get downloaded in a day. There is a workflow feature which powerful but also complicated."
"An area for improvement would be the training - getting our people up to speed on how to use it required more training than we expected due to the complexity of the solution."
"The look and feel could be better. The integration with the user could be better. It could also be more user-friendly."
"They need an easy way of getting details and then adding to it and then being able to do it in a more simplified way"
"I think the search needs to be improved so as to allow for a broader keyword search."
"If you have resellers or distributors, you just need to figure out a way to set up the system in the backend. Since every company is different, it takes a little bit of time to figure that out."
"It's all set up for us in a way that establishes our account. We need to tag ourselves to opportunities. You have to tag yourself to the opportunity manually; you need to find it yourself and tag it."
"I think that Salesforce can improve lead management when it comes to B2C. I would like to have more features specifically related to the B2C segment. The current process where you create a lead that's in the B2C segment and it creates an account makes no sense."
"It is quite expensive. It has gotten to that point where it is a lot more pricey. It has kind of got its own proprietary language for development. It is probably never going to change, but if it had a more market language for development, it would be easier to find developers. They come at a premium cost, so it is expensive."
"The initial setup process was a complex thing to do because four different organizations were working together."
"The integration of Salesforce with other solutions could be improved."
Hyland OnBase is ranked 21st in Low-Code Development Platforms with 8 reviews while Salesforce Platform is ranked 6th in Low-Code Development Platforms with 82 reviews. Hyland OnBase is rated 8.0, while Salesforce Platform is rated 8.2. The top reviewer of Hyland OnBase writes "Stable content and workflow management solution with a valuable retention module". On the other hand, the top reviewer of Salesforce Platform writes "Reliable with good reporting and custom dashboards". Hyland OnBase is most compared with Alfresco, SharePoint, OpenText Documentum, IBM FileNet and OpenText Extended ECM, whereas Salesforce Platform is most compared with Microsoft Power Apps, Oracle Application Express (APEX), Microsoft Azure, Appian and ServiceNow. See our Hyland OnBase vs. Salesforce Platform report.
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