What users are saying about
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51 Ratings
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Top Rated
2562 Ratings

OnBase by Hyland

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51 Ratings
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Score 8 out of 100

Salesforce

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Top Rated
2562 Ratings
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Score 8.3 out of 100

Likelihood to Recommend

OnBase by Hyland

Hyland Onbase is simple, effective, and just works for when it comes to content management systems. Many companies rely on static folder structures for storing information or Excel/Access tables which can easily become a mess whereas with Onbase every document is unique and access can be restricted/audited depending on user permissions. It allows for a company to easily take control of their information and be more productive.
Anonymous | TrustRadius Reviewer

Salesforce

I'd be likely to recommend Salesforce to anyone who has time or resources to develop the system to meet their needs - or to hire that out to another firm. Salesforce is a HUGE tool that comes as a blank slate. and not appropriate for any firm that cannot have a near full time support person or developer.
Jeff Fralick | TrustRadius Reviewer

Feature Rating Comparison

Enterprise Content Management

OnBase by Hyland
9.0
Salesforce
Content capture & imaging
OnBase by Hyland
9.1
Salesforce
File sync, storage & archiving
OnBase by Hyland
9.5
Salesforce
Document management
OnBase by Hyland
9.6
Salesforce
Records management
OnBase by Hyland
8.5
Salesforce
Content search & retrieval
OnBase by Hyland
9.2
Salesforce
Enterprise content collaboration
OnBase by Hyland
9.4
Salesforce
Content publishing & creation
OnBase by Hyland
9.0
Salesforce
Security, risk management & information governance
OnBase by Hyland
9.4
Salesforce
Contract lifecycle management
OnBase by Hyland
8.8
Salesforce
Automated workflows
OnBase by Hyland
9.0
Salesforce
Artificial intelligence
OnBase by Hyland
7.0
Salesforce
Mobile support
OnBase by Hyland
8.8
Salesforce
Integration
OnBase by Hyland
9.3
Salesforce

Sales Force Automation

OnBase by Hyland
Salesforce
8.3
Customer data management / contact management
OnBase by Hyland
Salesforce
9.1
Workflow management
OnBase by Hyland
Salesforce
8.1
Territory management
OnBase by Hyland
Salesforce
8.1
Opportunity management
OnBase by Hyland
Salesforce
8.8
Integration with email client (e.g., Outlook or Gmail)
OnBase by Hyland
Salesforce
8.3
Contract management
OnBase by Hyland
Salesforce
8.3
Quote & order management
OnBase by Hyland
Salesforce
7.7
Interaction tracking
OnBase by Hyland
Salesforce
8.6
Channel / partner relationship management
OnBase by Hyland
Salesforce
8.0

Customer Service & Support

OnBase by Hyland
Salesforce
8.5
Case management
OnBase by Hyland
Salesforce
9.0
Call center management
OnBase by Hyland
Salesforce
8.4
Help desk management
OnBase by Hyland
Salesforce
8.3

Marketing Automation

OnBase by Hyland
Salesforce
8.2
Lead management
OnBase by Hyland
Salesforce
8.3
Email marketing
OnBase by Hyland
Salesforce
8.1

CRM Project Management

OnBase by Hyland
Salesforce
8.0
Task management
OnBase by Hyland
Salesforce
8.4
Billing and invoicing management
OnBase by Hyland
Salesforce
6.7
Reporting
OnBase by Hyland
Salesforce
8.8

CRM Reporting & Analytics

OnBase by Hyland
Salesforce
8.8
Forecasting
OnBase by Hyland
Salesforce
8.5
Pipeline visualization
OnBase by Hyland
Salesforce
8.9
Customizable reports
OnBase by Hyland
Salesforce
9.1

Customization

OnBase by Hyland
Salesforce
8.7
Custom fields
OnBase by Hyland
Salesforce
8.7
Custom objects
OnBase by Hyland
Salesforce
8.8
Scripting environment
OnBase by Hyland
Salesforce
8.3
API for custom integration
OnBase by Hyland
Salesforce
8.8

Security

OnBase by Hyland
Salesforce
8.9
Single sign-on capability
OnBase by Hyland
Salesforce
8.8
Role-based user permissions
OnBase by Hyland
Salesforce
8.9

Social CRM

OnBase by Hyland
Salesforce
8.2
Social data
OnBase by Hyland
Salesforce
8.2
Social engagement
OnBase by Hyland
Salesforce
8.1

Integrations with 3rd-party Software

OnBase by Hyland
Salesforce
8.3
Marketing automation
OnBase by Hyland
Salesforce
8.5
Compensation management
OnBase by Hyland
Salesforce
8.2

Platform

OnBase by Hyland
Salesforce
8.0
Mobile access
OnBase by Hyland
Salesforce
8.0

Pros

OnBase by Hyland

  • Tools to assist with configuration changes especially for Workflow processes.
  • Easy to query the database to pull reports on usage.
  • Support for a wide variety of files that can be stored within the product.
  • Great support channels for resolving application issues.
Andrew Yoder | TrustRadius Reviewer

Salesforce

  • Salesforce nails the reporting suite. It's so robust and refined, that it makes my job 10 times more efficient.
  • Task and recurring meetings. I love logging in everyday and knowing exactly what I have lined up for the day, or at least an idea of it. This helps me organize my calendar.
  • Notes, emails, plugins. I love being able to take notes directly into the Account/Opportunity, and then in turn send emails directly to the client from there as well. Also, if i'm in my work email, and I email a client directly, I can then easily attach said email into my Salesforce account via one easy click.
John Hilburn | TrustRadius Reviewer

Cons

OnBase by Hyland

  • Printing multiple drawings from a hit list.
  • We are currently working with our Value Added Reseller and Hyland to enable a print button that would allow us to print multiple drawings from a hit list. Our users might need entire sets of electrical one line diagrams or piping and instrument diagrams for plant operations or project work. The disabled option stems from the fact that some engineering drawings are created with external drawings (XRefs or external references) that are referenced inside a drawing. Because 99% of our drawings are simple drawings that do not use external references, the disable print button is a handicap. If not resolved in this issue, which is still our hope, Hyland is aware that the issue needs to be fixed in the future.
Anonymous | TrustRadius Reviewer

Salesforce

  • Quick access to report "button(s)" on dashboard. Right now you have to go to the Reports Tab, find the report template and run it. In Sales, we look at the same reports daily, and for individual sales personnel, being able to click 1 button to get to their accounts with the through date always being updated to "today" (so it doesn't have to be selected every single day before running the report) - would be of great help.
Leslie Bradford | TrustRadius Reviewer

Likelihood to Renew

OnBase by Hyland

OnBase by Hyland 9.3
Based on 3 answers
Onbase is a multifunctional application that can integrate with nearly anything.
Anonymous | TrustRadius Reviewer

Salesforce

Salesforce 10.0
Based on 48 answers
While it's not perfect and can be overly complicated at times, there is not another solution out there that can do what it does. To get the same functionality you would need numerous disparate tools to match the amount of functionality Salesforce has. Having it all aggregated on one platform makes the complicated parts far more bearable
John Cupoli | TrustRadius Reviewer

Usability

OnBase by Hyland

OnBase by Hyland 7.7
Based on 4 answers
Adoption and usability of OnBase have gone extremely well for us due to the system's ability to integrate with nearly any other system your organization uses. In addition to ease-of-use of Hyland's Unity and Web clients, modules like Application Enabler allow us to read information from any app in order to serve-up OnBase content to the end-user
Andy Barker | TrustRadius Reviewer

Salesforce

Salesforce 7.5
Based on 36 answers
Salesforce is like a bucket of legos. Everyone gets the same bucket, but can build anything you want out of it. I've worked on Salesforce instances for: construction, non-profits, job training, music industries, medical insurance, medical billing, paid parking, and international medical diagnostic companies.
Kyle Dugger | TrustRadius Reviewer

Reliability and Availability

OnBase by Hyland

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 9.8
Based on 27 answers
All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years. Accordingly, I only recall our instance of Salesforce having one unscheduled, brief down time over 6 years. I can't remember for sure, but it may have been due to our Internet Service Provider (ISP) versus Salesforce itself. Also, Salesforce does it's best to keep customers in the loop:

Trust.salesforce.com is the salesforce.com community's home for real-time information on system performance and security. On this site you'll find:

Live and historical data on system performance
Up-to-the minute information on planned maintenance
Phishing, malicious software and social engineering threats
Best security practices for your organization
Information on how we safeguard your data
Rob Gottschalk | TrustRadius Reviewer

Performance

OnBase by Hyland

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 9.0
Based on 18 answers
Salesforce performance in general is excellent. "The cloud infrastructure beneath Force.com has been fine-tuned over the past 10 years. It powers nearly 100,000+ businesses running more than 185,000 applications that 3 million users count on every day."
Points per Salesforce -
1) Multitenant kernel - With a multitenant platform, each business that uses the app doesn’t have its own copy. Instead, all businesses share a single copy and then customize it for their specific needs.
2) ISO 27001 certified security - You can’t compromise when it comes to enterprise-level security. Force.com is road-tested and trusted by nearly 100,000+ companies, including many of the world’s most security-conscious organizations, such as banks and health care providers.
3) Proven reliability - All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years.
4) Proven, real-time scalability - Force.com is used by many of the world's largest enterprises, including Cisco, Japan Post Network, and Symantec. Applications can automatically scale from a few users to millions of page views, as needed.
5) Real-time query optimizer - You need fast access to your data. The Force.com query optimizer delivers under 300ms response time, at a massive scale.
6) Real-time transparent system status - You can always see real-time system performance, availability, and security information at trust.salesforce.com.
7) Real-time upgrades - Unlike traditional software platforms, our upgrades never break your customizations, code, or integrations. We upgrade the platform for you 3 to 4 times each year. As a result, you’re always on the latest version, with access to the latest features, performance, and security enhancements.
8) Real-time sandbox environments - With a single click, you can create copies of your applications, configuration, and data in separate environments for development, testing, and training.
9) Three global production data centers and disaster recovery - Force.com runs on three geographically dispersed, mirrored data centers with built-in replication, disaster recovery, a redundant network backbone, and no single points of failure
Rob Gottschalk | TrustRadius Reviewer

Support Rating

OnBase by Hyland

OnBase by Hyland 9.3
Based on 11 answers
In my experience with the customer support of OnBase, the issues that have been submitted were all addressed and fixed in a timely manner. There are also several ways to submit a ticket such as creating one online or calling the phone number provided on their site. An account manager, success advisor, and support team are all assigned to helping you with any questions or issues that arise and phone numbers and email addresses for each of those areas are provided as well.
Eric Zelina | TrustRadius Reviewer

Salesforce

Salesforce 6.0
Based on 32 answers
Since we do not pay for Premier Support, the agreed upon response times are still pretty good. It is a little ridiculous that you should need to pay tens of thousands of dollars for their best support options and training.
Brent Booth | TrustRadius Reviewer

In-Person Training

OnBase by Hyland

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 7.9
Based on 11 answers
All instructors are Salesforce certified. If you have done any type of customization, then it probably makes more sense to use the consulting partner who implemented your instance of Salesforce for training
Rob Gottschalk | TrustRadius Reviewer

Online Training

OnBase by Hyland

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 9.1
Based on 15 answers
The quality of Salesforce's standard online training is high, but limited by nature as to what it covers.
Here are some common online courses -
Getting Started: Navigating Salesforce
Getting Started: Using the Sales Cloud
Getting Started: Administering Salesforce
Getting Started with Reports and Dashboards
Social Media Goes to Work: Chatter
Securing your Salesforce Organization
Getting Started with Data.com
Getting Started with Force.com Pages (Visualforce)
Writing Secure Applications on Force.com
Rob Gottschalk | TrustRadius Reviewer

Implementation Rating

OnBase by Hyland

OnBase by Hyland 10.0
Based on 1 answer
N/a was not part of this decision process.
Anonymous | TrustRadius Reviewer

Salesforce

Salesforce 9.4
Based on 16 answers
Executive involvement is critical. Make sure you have a good handle on the metrics you would like to ultimately manage. Work as a team to document your business requirements. Whiteboard often. Understand Salesforce's best practice capabilities.

Have a central person identified to handle all report and analysis requests (ie - don't allow multiple people to create reports; have one person create reports and distribute them to decision makers via the Salesforce dashboard or whatever form). Make sure you understand critical dates and develop the project plan accordingly
Rob Gottschalk | TrustRadius Reviewer

Alternatives Considered

OnBase by Hyland

We switched off of Perceptive Content because their support was absolutely horrendous and the company just completely stopped innovating. Their platform didn't provide the ability to integrate like OnBase does today. There are no limits to what we can achieve within OnBase. whereas we were very limited in what could be automated within Perceptive.
DocFinity (Evaluated)
We evaluated DocFinity at the same time as OnBase. They had similar capabilities in terms of integrations but severely lacked the infrastructure and team to implement it well. We were overwhelmed with their lack of knowledge around their system and their inability to listen to their customers.
Kyle Swearingen | TrustRadius Reviewer

Salesforce

Salesforce is head and shoulders above any other CRM available on the market. It integrates with Gmail and almost any other third-party tool that your company plans to use, making it the most robust and integrated tool available.
Zach Ettelman | TrustRadius Reviewer

Scalability

OnBase by Hyland

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 10.0
Based on 2 answers
Salesforce has the unique ability to scale to new products and offerings quickly growing with your enterprise.
Todd Duclos | TrustRadius Reviewer

Return on Investment

OnBase by Hyland

  • We have leveraged OnBase to automate many tasks that have been paper driven in the past and are now electronic.
  • Because OnBase is so versatile, it has been the solution for projects that otherwise would have caused the system to purchase another application.
Anonymous | TrustRadius Reviewer

Salesforce

  • Salesforce.com has contributed to a more efficient overall organization in particular lowering cycle times required by technology in the field and in finance.
  • Salesforce.com has played a large part in a formidable increase in our sales close rate.
  • Salesforce.com has dramatically increased our insight into our business.
Irene Chivily Von Toussaint | TrustRadius Reviewer

Screenshots

Pricing Details

OnBase by Hyland

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Salesforce

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

OnBase by Hyland
8.8
Salesforce
8.5

Likelihood to Renew

OnBase by Hyland
9.3
Salesforce
10.0

Usability

OnBase by Hyland
7.7
Salesforce
7.5

Reliability and Availability

OnBase by Hyland
Salesforce
9.8

Performance

OnBase by Hyland
Salesforce
9.0

Support Rating

OnBase by Hyland
9.3
Salesforce
6.0

In-Person Training

OnBase by Hyland
Salesforce
7.9

Online Training

OnBase by Hyland
Salesforce
9.1

Implementation Rating

OnBase by Hyland
10.0
Salesforce
9.4

Scalability

OnBase by Hyland
Salesforce
10.0

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