Nintex offers a platform that helps companies discover, automate, and optimize business processes.
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Salesforce Lightning Platform
Score 8.4 out of 10
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Salesforce Platform is designed for building and deploying scalable cloud applications with managed hardware provisioning and app stacks. It provides out-of-the-box tools and services to automate business processes, integrate with external apps, and provide responsive layouts and more.
Nintex is best suited when processes are drawed by the business and then can be furter enhanced by IT professionals. When only used by business units we see that there are some lose ends in processes and some bagic process knowledge is needed. Therefore it is wise that the persons in the business who will use Nintex have some basic knowledge on how to set up business processes
We use Salesforce Lightning Platform in everyday business as sales coordinators. By using this tool, we are able to send new requests to clients and communicate regarding pending proposals in real-time. This also tool holds many of our client accounts where we are able to monitor their sales and revenue.
Reporting and Dashboards are thorough and can show a wealth of important data to inform and scale processes. It's helpful in a high volume sales cycle to be able to quickly identify weak points in performance and productivity so that adjustments can be made.
Highly customizable. We are able to customize just about everything which allows us to track very specific things and in theory create better efficiency.
Parent/Child account hierarchy exists which is helpful.
Contact records can be associated with multiple accounts and opportunities. This, in theory, should minimize duplicates and mismanagement of contacts.
Console helps a lot with data nesting. Having a fairly comprehensive look at an account without searching through various tabs and sections speeds up an otherwise cumbersome platform.
Adding Machine learning features like the "Image and Text Automation" component, which allows bots to extract data from unstructured sources like scanned documents or PDFs.
Natural language processing (NLP) features to understand and interpret human language, which can be useful for tasks like customer service or data entry. mostly for middle east countries where Arabic language is used.
Integration with external systems where many industries uses their own legacy systems and they need RPA bot to interact with their systems as well.
Adding More OCR tools for Document data extraction and dynamic content.
We are currently investigating which collaboration platform best suits our needs. Chances are that we move to SharePoint Online and then we're going to also consider the microsoft power platform (power automate and power apps) to develop forms and workflows. Aspecially the pricing model for the cloud is currently a blocking factor to go for the Nintex solution in the Cloud.
Based on the on-prem experience with this tool, I believe that they have a lot of potential to help the online version catch up to where the on-prem left off. Nintex developed their online version and it is not as fully formed or capable compared to the on-prem version, and the licensing model scales back what we would have liked to be an expansion or at least continuous improvement of existing flows. It is also not near as user friendly specifically to non-developers and has an uncanny similarity to Microsoft Flow in the online instance. Consistent with my reviews of the tool - I believe they have some good approaches to design thinking that, if translated well from on-prem to online, could make this a clear winner again.
This builds off a number of things I have already mentioned. This question completely depends on the competence of the developer. This makes the user friendliness of the UI 50/50. However if you have the ability I would say it is quite UI friendly.
The Nintex Process Platform has never crashed or had any availability issues during my usage. However there was an issue that was of my own making that caused a slowdown of the system. I had set up a process to run once a day and check for employees on a list that had certain parameters selected, and for some reason that I had to troubleshoot, the process instead ran constantly, which filled the cache quickly. I ended up having to dismantle that process so the system didn't crash.
Unlike any other process automation product out there. Not only is it a low-code, easy to use tool for building processes in environments like SharePoint or Salesforce, they have really started to expand their tool-set by offering tools to manage other things like process mapping, RPA, mobile,etc.
The support team works as fast as they can and they are usually fast to solver the issues. Sometimes they need more time to solve one of them because our workflows and so on are more complex than usual clients.
Salesforce's support is top-notch. They have subject-matter experts that are accessible at all times to address needs as they come up. They let you know in advance when there are system updates and enhancements so that you are prepared for upcoming changes. I've never had an issue that wasn't addressed immediately when reaching out for support.
I used the Nintex training software, it was easy to watch and follow along. It didn't go too fast and was descriptive enough to understand what the steps needed were in order to produce efficient workflows and user friendly forms.
test runs for key persons to insure the system is set up prior to rolling out I think the platform is good, I think the roll out and the local implantations is where we are failing as a company in using Nintex
It's much more reasonably priced and we were able to actually experience the platform for a bit before we made a decision. And by the time our demo was finished we had already started depending on it for some of our processes so it would've been very hard to separate from it
We were previously using an older version prior to it becoming Salesforce Lightning Platform so we were well adverse on the advantages of using a CRM, to begin with. It made sense to convert to Salesforce Lightning Platform after we were given a free trial of the platform. Certain reps were chosen to experiment with it and from there a decision was made to move forward. We've been customers ever since.
The scalability is really bottlenecked by the imagination of the user. I was able to make processes for my own personal usage, making my daily tasks easier. I was also able to make processes that affected hundreds of employees, making large standardization and efficiency gains. So either way, the system is used the same way, and I was the limiting factor.
We have saved our company thousands of dollars by creating our own customer support system rather than using a 3rd party tool.
The ability to generate documents/PDFs in workflows has solved a great number of process issues for us and groups who had previously been using paper documents.
Automating many permissions updates through workflows has been a huge time saver for repetitive processes.
