iManage Work vs. Salesforce Experience Cloud

iManage is well suited to managing the large volume of documents and emails that are created on a daily basis. Lawyers can get dozens if not hundreds of e-mails a day, and we need something to do with them. Deleting them is often not practical, because you may require the information a year from now. Leaving them in Outlook is also impractical, because a large Inbox will slow Outlook down. Outlook has an archiving feature, but this doesn't really help for collaboration (and your colleagues are likely out of luck if you end up unavailable due to emergency). iManage is less well suited to small organizations (ex: sole practitioners and small firms) because it is does require a significant investment in implementing and maintaining the software. iManage Work is well suited for large law firms, because it is great for collaboration, including between different offices.

Incentivized

HR and Employee Self-Service Portals: Organizations using Salesforce Experience Cloud can leverage Salesforce CMS to create centralized knowledge hubs for HR policies, onboarding resources, and internal communications. Employees can access up-to-date content without IT involvement, improving efficiency and reducing HR’s administrative burden. Multi-Channel Content Distribution: Businesses needing to push content across different touchpoints (web, mobile, email, and customer portals) benefit from Salesforce CMS’s ability to deliver consistent messaging seamlessly. A sales enablement team can publish case studies and product updates on a customer portal while simultaneously integrating content into marketing emails. Personalized & Dynamic Content: Companies using Salesforce CRM can leverage Salesforce CMS to deliver AI-driven, tailored content based on user behavior, preferences, or past interactions. For example, a recruiting team can show custom job recommendations based on a candidate’s past applications.

Incentivized

• Very reliable, once setup it is usually pretty flawless outside of Outlook-related issues.
• Simple and easy to use organization of files and groups.
• Customizable for different departments or sections to divide up access and partition document system.
• Allows collaboration with outside parties and makes sharing documents quick and easy.

Incentivized

• Easy to use, just like Salesforce's other products. Many users can sit down and figure it out in no time, and with a little training become power users.
• Fast and secure - Salesforce is a leader in the cloud world so you get consistently fast results and security that is top notch in the industry.
• Accessible from anywhere - if you use cloud CMS already this is a no-brainer, but for those that do in-house CMS still, this is a major difference. Mobile access from anywhere on the planet without a VPN is something you just can't do without the cloud.

Incentivized

• The system can be fairly buggy. I have issues with freezing, and a lack of responsiveness each time I use it ( although not for long and does not prevent me from getting what I need to be done, it's just annoying).
• It has a slightly larger learning curve to use than other more simplistic records managers

Incentivized

• The documentation for implementing Experience Cloud can be a bit confusing as their rebranding hasn't made it's way into all articles, resulting in different terminology being used to refer to the same thing
• Some things are not as intuitive regarding their customizability, so there's a bit of a learning curve (i.e. Lightning apps can't be used to customize layouts in Experience Cloud)

Incentivized

It has been what our firm has always used, and overall everyone seems to be pleased with it. It is user friendly and intuitive and it doesn't appear we have any intention of changing what we use for our purposes.

Incentivized

Renewal exercise is already underway. Platform is to ubiquitous to not leverage, especially at a Fortune 50 firm

Incentivized

To me iManage is very intuitive and user friendly. The switch from the application vs the Outlook extension was an adjustment, but it was one I made pretty easily once it happened.

Incentivized

It's very easy to train users on this, even external facing customers. Our users were already familiar with Salesforce user interface since we use the platform for other reasons. We built custom Visualforce pages with a simple, clean layout so we didn't need to train customers. That's ultimately the goal for external facing stuff, that we don't need to train them; they just "get it."

Incentivized

Again, since we provide and recommend solutions, I can't speak to every client's individual experience, but can offer general reflections as to keep their collaborations private, that they are satisfied with the experience. We hear a lot about how this system helps to encourage collaborations between their own business partners, customers, and internal members, and enables quality integrations with other products that help drive revenue.

Incentivized

We had an issue a few years ago where a plug-in of some sort which allowed the viewing of PDFs got updated and then whenever some people previewed PDFs in iManage then Outlook would crash. My outlook crashed over 20 times in a single day once. It was a pretty bad time. I know one of our information technology professionals in another office worked non-stop with iManage to get it resolved, and it seemed like they did take the issue pretty seriously.

Incentivized

Although support from Salesforce itself can be quite unresponsive sometimes, the community hub is incredibly helpful. The large user base of Salesforce products contribute to troubleshooting and the forums are a powerful tool for finding solutions and possible bugs and response times can be quite fast compared to your regular support channels.

Incentivized

MS SharePoint requires a lot of time to integrate and efforts are expensive compared to iManage product. iManage is quick setup and well integrates with existing on-premise environments and integrates well with major iDP systems for authentications and manage RBAC systems for permissions via API calls.

Incentivized

Yeah, so we've utilized a few different evaluations of products. Most of them are website or WordPress base, intranet, hidden backend applications. It's just because all the data we have already and we have multiple experience clouds, it allows us to leverage SSO or single sign-on approach across of our experience cloud. So it's less because all one platform, it's less complex for the end user and less confusing.

Incentivized

• Since our policy is that all client documents are saved into iManage, we have been able to keep an email retention policy for Exchange to 90days to delete. This has saved us significant resources in both Exchange management and hardware to support excessive email storage for archived databases or extremely large databases.
• The ability to search documents quickly by text inside the documents allows to review previously created contracts and use similar language that is well suited to a new project over again without having to spend time manually opening and searching ourselves. The software does it for us.
• We used to store old files at an offsite storage facility for a monthly fee. We have implemented a new procedure, where we now scan these old paper files into our iManage system, making them text searchable PDFs. Since the software has such robust searching capabilities, this makes the documents much more accessible when needed than requesting an offsite storage delivery and having to manually pull paper files. In addition, we have saved thousands of dollars a month by not storing paper files offsite any longer. If the searching were not so powerful, we would not done this because our old paper storage system worked well for us previously.

Incentivized

• Before using Salesforce, different teams managed content separately, leading to duplication and inconsistencies.
• Using Salesforce within Experience Cloud, we have improved our customer service portal, reducing ticket volume.
• Our sales team can access and share content directly from Salesforce without searching external folders.

Incentivized