Likelihood to Recommend 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.
Read full review UiPath Automation Platform is well-suited for automating repetitive and time-consuming tasks such as invoice processing, data entry, and report generation. By using UiPath Automation Platform, employees can focus on more strategic tasks, which leads to increased efficiency. Additionally, UiPath Automation Platform is highly effective at automating rule-based processes, such as financial processes like bank statement reconciliation, account payable, and account receivable processes that follow a set of predetermined rules.
Read full review Pros 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. Read full review UiPath is very simple to learn. Any type of application can be automated (Desktop Application, Web Application and also applications reachable only via remote technologies such as Citrix, Remote Desktop and so on). The writing of a process code takes place entirely through the use of objects. In the event that there were no objects capable of solving a particular problem, it is possible to use some languages of the .net platform such as: VB.net, C#. It is easy to scale the solution by adding more robots to run a process in case the solution requires more performance in the future. It can also be used by functional analysts to design the flow to be automated. An academy is available online where basic and advanced courses can be taken. It is also possible to take a completely free basic certification. Read full review Cons Can be cumbersome: takes multiple clicks to get where you need to go Lightning is slower than original Salesforce, and it is very noticeable The UI change means sometimes I can't find what I need, so I have to switch back to the Classic version to find it Read full review As I mentioned, Excel automation is not very effective, there are a number of packages to add, but there is nothing as smooth as a good macro. Working with selectors is certainly challenging and UiPath does a good job with that, but there is room for improvement since the interface could be smarter in selecting the right attributes and warn the user if something is not properly setup. Read full review Likelihood to Renew This platform has so much potential and have been garnering a lot of attention by proving benefits in terms of saving operational and manpower costs. I am sure with minute efforts we were able to achieve our ROI and the same is the case with many of our customers whom we have been working around Digital Automation initiatives.
Read full review Usability 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.
Read full review It's an easy to maintain and easy to use RPA Tool. It has a relatively low learning curve when compared to other RPA tools in the market. That is mostly due to it's Academy where the bulk of engineers gather their information from. And their Community Forum, is outstanding with support from around the world and almost, if not all, every topic imaginable in the RPA field.
The Community Edition is updated on a regular basis, and last year they even managed to release a build every month!
The Orchestrator, Platform, Go!, Academy is cloud based which makes access to information and data very easy.
Read full review Reliability and Availability Its a cloud based platform which is easily available and used
Read full review Performance It has proved and provided good performance across platforms and technologies.
Read full review Support Rating 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.
Read full review UiPath RPA has an exceptional studio interface. It has been a year and so since I am using UiPath RPA. Whether it is some my personal task to scrape information & links from the Journal or find a specific character string from multiple PDF collection using OCR, UiPath RPA has made its roots to our technological ecosystem
Read full review Online Training Video material supported by text. The training has evolved a lot in the past 3 years to become more attractive. Specific training tracks exist for the different roles in RPA development, where everyone is expected to learn basic development.
Read full review Implementation Rating The implementation was quick and practical
Read full review Alternatives Considered 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.
Simon Vargas Director Of Business Development - Operating Room, Vein Therapy, Personal Protective Equipment (PPE)
Read full review As compared to other products, we require programming knowledge and concepts to work but UiPath is for everyone. It provides us extensive event logging at various stages and effective exception handling for applications and business. It increases our agility and enhances the overall productivity further by using the source control SVC. The solution that we implemented is also very scalable in terms of incorporating new requirements.
The open source tools require lots of IT effort in order to set up and maintain over time. UiPath is like a complete package and customer service is also active in terms of solving issues arising while automating procession on a day to day basis.
Read full review Scalability It can be widely used across various departments regardless of platform the product,processes, use cases are build on.
Read full review Return on Investment Better visibility of Accounts and Contacts interactions makes it easier to maintain during employee transitions. Tracking of current jobs and relating them to past jobs is very useful. More efficient use of Sales Reps time. Sales Managers have good visibility into how their people are working. Read full review We are well on our way to automating our expenses, saving so many hours for project managers and engagement managers. Proofs-of-concept excite our clients, though we are yet to make a sale on a project. UiPath specifically has incited interest with our apprentices and has led them to join the RPA team. Read full review ScreenShots