

Salesforce Platform and Hyland OnBase cater to businesses seeking robust software solutions for their operations. Salesforce Platform excels in customer relationship management, while Hyland OnBase is strong in enterprise content management.
Features: Users appreciate Salesforce Platform for its extensive CRM functionalities, integration capabilities, and analytics tools. On the other hand, Hyland OnBase is praised for its document management, workflow automation, and compliance features. While both platforms offer valuable features, Salesforce’s CRM tools stand out, whereas Hyland OnBase’s document management features are unrivaled.
Room for Improvement: Salesforce Platform users note the need for a more intuitive learning curve and better customization options. Conversely, users suggest Hyland OnBase could improve its integration with third-party applications and enhance user training resources. Both platforms have areas to refine, but the emphasis varies, with Salesforce focusing on user accessibility and Hyland on integration.
Ease of Deployment and Customer Service: Salesforce Platform is generally seen as easier to deploy, with comprehensive support services and a large community. Hyland OnBase's deployment complexity is mentioned more frequently, though its customer service is commendable. Salesforce offers a smoother deployment experience, while Hyland counters with strong support.
Pricing and ROI: Users indicate Salesforce Platform has a higher upfront cost but yields rapid ROI through its extensive features. Hyland OnBase, while potentially less costly initially, shows significant ROI over time, particularly in document management efficiencies. Users find Salesforce costly but justified by its capabilities, whereas Hyland OnBase is seen as a cost-effective, long-term investment.
I have seen a return on investment with Hyland OnBase because it provides a very reliable ECM platform for my organization, helps to remove the dependency on paper files and file folders, saves real estate costs, and facilitates the ability to work from anywhere.
I have been able to see a return on investment as the time for approvals has been reduced, and since they are centralized, everything is in one place.
Salesforce saved about 40% to 50% of my time by allowing me to manage and maintain client data and account progress.
In terms of productivity, my ROI is definitely at an eight or nine out of a scale of one to ten.
Our vendor relationship facilitated integration with our system and offered additional service beyond the Hyland OnBase product.
I would describe the customer service and technical support of Hyland OnBase as being based on the partner that is used.
I find technical support from Hyland to be good.
Transitioning to cloud-based services may reduce these costs in the future.
Salesforce's scalability was not a problem.
Salesforce Platform is absolutely scalable for us.
We are using it globally in thirty countries.
Hyland OnBase was a stable solution that worked effectively for us.
On occasion, we had to log in and out frequently, open tickets with our IT team for account reconfiguration, or request permissions to access the system.
We have never had any problems with it.
It is definitely very stable.
The application could potentially be more open-source, allowing integration with more solutions.
Hyland is working on a new platform (HXP) to integrate features from all products, addressing some concerns.
The experience with the platform's learning curve is quite steep, especially for less technical staff.
Salesforce could improve by adding more capabilities to the dashboard, such as additional fields for more filters and more control over what I would like to see.
Salesforce could improve by offering AI features or functionalities to help business decision-makers analyze business history, suggest forward strategies, and participate in events.
Using AI extensively to make the platform easier to use would also be beneficial.
We also paid for workflow licenses, which allowed up to 250 concurrent users.
I find pricing to be on the higher side due to its monolithic architecture.
My experience with pricing, setup cost, and licensing is that it is very cost-effective and affordable.
Salesforce Platform may be on the expensive side.
It is on the expensive side, unfortunately.
It provided data security features, allowing restrictions on sensitive documents, such as who could view or modify them.
The workflow engine has made the biggest difference for me because it is excellent for automating approval processes.
Hyland OnBase is valued for its security, especially for those in the finance domain who require data confidentiality.
This integration allows us to manage customers from all aspects in one place, providing a clear view.
The biggest benefit is seamless usage in terms of an easy-to-use interface and GUI that makes it easy to interact with the entire platform and generate reports effortlessly.
Salesforce offers control over the opportunities to see where we are and gives me high-level dashboards on each opportunity stage.
| Product | Mindshare (%) |
|---|---|
| Salesforce Platform | 3.4% |
| Hyland OnBase | 2.0% |
| Other | 94.6% |


| Company Size | Count |
|---|---|
| Small Business | 6 |
| Midsize Enterprise | 3 |
| Large Enterprise | 13 |
| Company Size | Count |
|---|---|
| Small Business | 40 |
| Midsize Enterprise | 25 |
| Large Enterprise | 44 |
Hyland OnBase is acclaimed for its robust document management, automating workflows, and improving organizational efficiency across various industries. Praised for its ability to manage records compliantly, especially in regulated sectors like healthcare and finance, the tool also integrates smoothly with other enterprise systems. Users benefit significantly from streamlined processes, reduced manual tasks, and enhanced data accuracy, boosting productivity and customer satisfaction.
Salesforce Platform offers a flexible, scalable CRM solution with user-friendly customization, robust mobile access, seamless third-party integration, and real-time data visibility, making it ideal for businesses to manage customer relationships and drive marketing efforts efficiently.
Salesforce Platform delivers comprehensive CRM capabilities with a focus on customization and integration with third-party tools. Users benefit from a robust mobile app, global reach, and the ability to handle diverse business requirements through scalable infrastructure. Automated workflows and dashboards enhance productivity, while detailed reporting and analytics support targeted marketing and data-driven decision-making. Despite the strengths, areas for improvement include search capabilities, data storage affordability, and user interface simplification. Users also seek better automation and AI-based features alongside quicker support services and more intuitive documentation.
What are the notable features of Salesforce Platform?In industries like sales, marketing, and project management, Salesforce Platform is a trusted tool for CRM, lead tracking, and process standardization. Its versatile nature makes it valuable for roles focusing on communication management, opportunity tracking, and sales forecasting, delivering tailored insights for enhanced customer interactions.
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