Conga Grid vs. OpenText Magellan vs. Unit4 PSA Suite

If a user has to perform a specific update over many records, don't use a List view... use Grid. It allows users to quickly track their work, set additional formatting preferences and avoid constantly tracking work outside of Salesforce which leads data discrepencies and errors.

Incentivized

If you do not have a large budget and are a large organization, I would steer clear of Actuate. If you are looking to do very complex washboarding, I would not use them. Your developers have to be very skilled to work with this. Plan to bring in consultants if necessary to help your process. Adhoc reporting is weak. If your pricing is user based and you expand, this could be very expensive.

Financial management and budget management

Incentivized

• A specific strength of Conga is the ability to easily produce cross-object displays where you can take information like open Opportunities and layer on information such as Activities, Orders, Opportunity Products with all related information being accessible when individual lines are selected. The reading pane functionality is a huge timesaver for reps working lists of records.
• Another strength is Conga's ability to allow mass edit/update - for example, you can have a list of leads assigned to you, check the ones you met at a conference, and update a field on their record or assign a task or do an email send right from the list. At the same time, you can select other records, and do the mass update or mass create of tasks that are relevant for them.

Incentivized

• The report outputs can vary across different types such as HTML, PDF, and Excel
• Their open source offering is very sufficient
• There are great boards and blogs for developers and engineers to expand and use their features.
• The people from the company that I've worked with are professional and courteous.

Incentivized

• Project management
• In oil industry we use it to have a simple process
• Provided a better solution for finance management of a company

Incentivized

• Sometimes Conga goes slower when using it at a high volume
• Being able to pull more data through LinkedIn and Indeed
• Job match function

Incentivized

• The documentation on all the available features, but most importantly on the scripting side, can be improved
• The standard look & feel of some basic options, like parameter selection or sorting and filtering, looks dated and can't be customized
• The server portal needs to provide better tools
• More integration is needed with other OpenText products

Incentivized

• Better integration with database
• Better integration with business intelligence tool

Incentivized

I am no longer working for the company that was using Actuate but I believe they would continue to use it because the stitching costs would be to high. It would require a complete rewrite of the reports and the never version of Actuate (BIRT) even required an almost complete report rewrite

Incentivized

It could be easier to create views or there could be additional training with step by step examples in conga community

Incentivized

It is quite intuitive to use. It is fit specifically for doing sentiment, emotion, and intention analysis as well as text classification and text summarization. I would have given 10 if it is fit for the purpose of doing image processing and analysis as well. There is a huge market to analyze video and image data.

Incentivized

In general, Conga is a strong company with a depth of talent in its support team. However, when new releases occur, the changes can be somewhat jarring to users as the interface does not offer the ability to hide or show messages related to the changes - all users get the same messaging from Conga around changes to their tool.

Incentivized

Always there on the front and backend for us and the client.

I've only used Salesforce before and am now using Conga ActionGrid. Although Salesforce is great, it is only used to log candidate information and then log actions that have been performed. With Conga ActionGrid, we are able to log more specific details about candidates, activities and follow up items. Conga ActionGrid provides more tools that would benefit many departments

Incentivized

It is vastly superior to these in many ways, for complex reporting it is a much more sophisticated solution. Visualizations are very good. Javascript extensibility is very powerful, others don't support this or as well. Pentaho and MS are both OLAP oriented. Pentaho is moving more toward big data, which was not our primary focus. Others are stuck in the Crystal Reports Band metaphor.

Speed and so many options

Incentivized

• It has benefited us positively, as I stated earlier- it allows us to filter down results of 65,000+ candidates to a search of 1-100 candidates.

Incentivized

• Actuate can handle 50 to 60 sub reports inside a report very well.
• Dynamically creating the datasource, chart, graph, reports are the main advantages. We can do any level of drilling, and can create a performance matrix dashboard efficiently.

• It saved time
• It saved manual power
• It saved dollars

Incentivized