Conga Composer vs. Mobile2CRM vs. OpenText Documentum

From my experience, Conga Composer is particularly well-suited for generating documents, such as quotes and contracts, directly from Salesforce. It saves us a great deal of time, which is remarkably beneficial for companies with sales teams. Not suitable for companies lacking significant Salesforce expertise or administrative support.

Incentivized

Documentum is best used in medium to large institutions that can afford it, have alternate solutions for web publishing, and who have either in-house developers or can hire good Documentum developers (not the ones who know Java but do not understand ECM). It is, in my opinion, the best heavy duty ECM solution out there, assuming OT is not gutting it as we speak. That is my only hesitation to not giving it a 10, OpenText is an unknown quantity in this and I worry that they will only support Documentum until they have figured out how to fill the gap between Documentum and OT and then offer a migration path to OT with a Documentum sunsetting as an incentive.

Incentivized

• One great feature of Conga Composer is the ability to create various document types, including Word files, PDFs, and even PowerPoint presentations.
• The ability to encrypt and share data is quite impressive with Conga Composer.
• The integration, especially with different email providers, is quite good with Conga Composer.

Incentivized

• Records management: Compared to other content management systems, this provides a efficient and scalable solution. It gives lot of flexibility in managing the content as Records or Legal holds.
• Workflow system has external plugins to connect with FAX, Mail, Database and FTP servers etc. which gives an option to integrate with any system with documentum.
• Creation of websites and maintenance is easy. Content authors can create the pages with effective mechanism.

Incentivized

• Not very intuitive. Once you know the system it's fine but there is a learning curve
• I would like to see training opportunities on features that I am not using or aware of
• I am sure I am only using about 3% of it's full potential

Incentivized

• WDK framework has been the biggest drawbacks from the application speed point of view, as well as client complexity and not so natural look and feel. Yes, with the latest releases much of these features are improved.
• EMC is very expensive to buy, own and support, where some products require many dependent Docuemntum products to be installed to work at its best.

Though I love how easily Conga Composer ties into Salesforce and its given analytics, it takes a lot of data entry to get up and running. I don't love that sometimes queries can take a long time to pull. I like keeping our marketing templates consistent via templates in the system. Pulling multiple objects into one report is fantastic too.

Incentivized

Stability is a key factor as well as its flexibility. Also, any organization that deploys Documentum will have made a significant investment in terms of time and money, so not renewing its commitment can come with a significant cost. That said, the decision to deploy Documentum initially should come only after extensive evaluation, knowing that once deployed it will likely remain the platform of choice.

Incentivized

It's a fairly simple tool to integrate into your current business structure. When we've had issues, we were able to resolve them extremely quickly. The users click a button and it can bring in all the quote lines, and our credit application seamlessly into our tool. I'd definitely recommend it to other colleagues

Incentivized

It was available, it just didn't always work depending on what glitches were happening within our app

Incentivized

This product appears to work well. It was not a fit for us this time, but we would consider in future

It's been hit and miss depending on the issue. We use javascript to generate the urls which has confused many techs even though it generates a clean url - they are overwhelmed by the concept of code and can't understand that the url is all that matters.

Incentivized

Support is better than with ECM, but could use some improvement.

Incentivized

It was painful internally to build out all of the templates, but the actual implementation of the product was okay.

Incentivized

I think Nintex is the primary competitor for Conga Composer, but I have not personally used it. I was not present for the decision to purchase Conga but I would recommend it in future document automation vendor selection processes because I have seen how well it works! We are especially fond of complementary features in Conga Composer, including Conga Email Templates and Conga Global Merge.

Incentivized

At the time it was purchased it was one of the best, most robust solutions available on the market.

Incentivized

Not fair. Its an upfront cost and then pay per use

Incentivized

We used it for something simple and it was still a pain to use

Incentivized

Needs additional training on what they are selling, how to install and use to explain to customers

Incentivized

• Could really use better error handling on the product when the document doesn't generate. Zero notifications are provided right now and have no idea where in a 20 page template the error is. Need to keep cutting the template into pieces to find the error.
• The report generates 90% of the time so far.
• Getting easier to generate templates when knowing how the JSON will be structured to add to merged fields.
• Use Work Plan Template Entries and Work Steps to dynamically generate many deliverables.

Incentivized

• After this product, the client is able to manage content security and due to it, the client is able to use the business process, and this really reduces effort and increases the profit in business.
• It provides integration with SAP easily which really helps the client to manage this effectively and with minimum effort system is ready to use.
• Also searching, automated flows also create a bigger impact and reduce a lot manual effort.

Incentivized