Astera ReportMiner vs. Claritysoft

Astera ReportMiner is well suited for those who work with EMR Data or business operations data where different platforms may report on similar data but not everything is the same between the different systems and how they export their data. It works especially well when systems can't edit their exports so you need to clean up data a lot before they are combined into a single file. It is less appropriate a solution when you are trying to combine large data, let's say thousands of files and need some sort of platform to deduce analytic patterns out of it. This is more used for data preparedness rather than big data analysis. This may have changed with recent updates, however they do not do a good job of updating customers on new releases so keeping track of their developments is something worth doing if data management is an important part of your/your company's role.

Great software for keeping track of things you've done or need to do with certain customers or potential customers.

Incentivized

• ReportMiner's OCR accuracy is flawless to my experience. I use the program to pull values from check details, and have yet to find an error.
• ReportMiner's interface is easy to learn. I never even got formal training on the program. I watched some YouTube videos and learned as I went.
• ReportMiner training personnel is very knowledgeable and quick to respond. Anytime I ran into a problem I could not figure out on my own, they would get back with me within a half a day.

• Claritysoft is a low-cost solution for smaller companies to be able to keep up with leads and customers.
• It also is great for having one depository for quotes and opportunities you and your company are working on.
• The marketing function seems to also work really well for sending out and tracking email campaigns.

Incentivized

• Could provide some features to help with advanced analytics for big data. (i.e. larger data sets)
• Too much clutter on their Youtube page, they should highlight the tutorials so they are easier to find for new users. Get rid of old tutorial video playlists so the organization is clean and up to date.
• Have sales rep follow up with customers to offer product updates, new product releases, and do check ins to see if customers have suggestions for feature improvement.

• Needs to have the ability to be able to change accounts, opportunities, leads, and contacts over to another rep without having to go into each field separately--this is extremely time-consuming.
• Would like to see each page be able to bring up more then 100 clients at a time.

Incentivized

It is the best way to get a multi line record from pdf to Excel in one row.

I have never actually used another program like ReportMiner. Before I was just using PDF viewers such as Adobe that had OCR capabilities. I would have to select a range of numbers and copy and paste to Excel. It was tedious, slow, and sometimes error prone. I chose to learn ReportMiner because it saves me at least 4 times the amount of time I would have to use by copy and pasting.

Claritysoft's emails are much easier to use since Salesforce is in the middle of switching from Classic to Lightning. Also, Salesforce does not have a native group edit option. Claritysoft is much more data driven and you can use all functions of Excel to customize reports. However, Claritysoft does not have as many third-party add-on options compared to Salesforce's app exchange.

Incentivized

• Efficient and automated data extraction. Saves time and resources.
• User-friendly interface and good documentation. It is therefore easiest to learn and apply in a short time.
• Documents, which have various formats of data tables or arrangement, needed a lot of manual fixing. So it required a lot of time for validation and quality control.

• Our previous application did not offer the data details that recently became oftenly asked for by our client. This would cause long waits to build out reporting function via a supportive application. With Claritysoft, we have been able to build internally, reports asked for by the client, as well as offer other reports our client had not thought of. It's ROI is continues to grow week to week it seems.
• The interaction with the Outlook client in our environment has been less than impressive, but that may be indicative of the parameters and not the fault of the application.
• Setting up accounts, laying permissions and roles, has been a night and day, positive change, compared to our predecessor.

Incentivized