Highspot vs Ocrolus

Side-by-side comparison of features, reviews, pricing and more

Highspot

Category: Documentation Tool
Industries: Marketing, Financial, Business

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Ocrolus

Category: Documentation Tool
Industries: Marketing, Financial, Business

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20M+ Downloads
5/5

#1 in Magazines & Newspapers

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Highspot reviews

The platform is extremely easy to use and scale. I like how content moves around between spots seamlessly and I can customize the different views and pages. I find it easy to administer while still being able to customize for different teams. The unique architecture behind spots is what makes a huge difference. I've administered large amounts of content on other platforms before and Highspot is by far the easiest.

- Victor W. Sr. Revenue Enablement Manager

It is easy to use, quick and efficient at getting the job done. I like that it also provides info on how is viewing my content and even diving deeper into which pages they are viewing.

- Vijey P. Sales Development Representative

Usability and simplicity of usage are Highspot's primary strengths. Because our Sellers utilize the same system regularly, it's a great spot to make sales pitches because they get a head start on learning the system's ins and outs. I've struggled with training and administrative document management as a Salesforce administrator. Before utilizing Highspot, I had not found a solution as successful.

- Ndanga F. Finance & Administration

Ocrolus reviews

In the beginning it was like an amazing dream come true to make our role efficient and effective!!! BUT now I feel like OC is a burnt out toaster not wanting to toast anymore.

- LeErin H. Loan Specialist

Ocrolus has been a great resource for our company over the last several years. It has sped up our underwriting process, requires less resources than hiring additional employees and keeps our bank statement review process consistent.

- Jarett I. Director

Sometimes the analytics take a little longer to complete, which at the end of the month can be hampering.

- Janice J. Due Diligence Analyst

Pros & cons

Highspot

Pros
I love the ability to upload the content and share it with the clients/prospects and tracking when a customer is opening the content which we had sent
The ability to see others' comments and reactions to documents is helpful to as I seek those that are most heavily used
I like the organization of documentation and resources in Highspot and I like that I can easily preview documents before downloading them or accessing them to send to a customer
It's much cleaner and a better experience for the end-user."

Cons
I had some issues earlier where there was some lag in accessing docs but it's all been sorted
Sometimes it can be difficult as more content is being added to the system to find exactly what you want to use
I was hesitant to use the software before because I was unsure of how easy or hard it might be to use
I am still undecided in that category
It can be difficult to understand the interface at the beginning, it is not very intuitive."

Ocrolus

Pros
Great Product to Streamline Bank Statement Review Efficiency
Ocrolus has been a great resource for our company over the last several years
Overall this product is great an we will continue to use it
It is also a great double check for me and sometimes finds things that I may not have noticed."

Cons
Turn time on improvements and error investigations
Needs more transparent process to review Suspicious Activity Flags
I dont know how long it will take anymore
Chase, Bank of AM, Wells Fargo took no time, NOW it could take 30-1 hour to extract
Credit Unions and other unknown banks could take time i get that but when i pull up the bank statements and finish before OC has even completed one month something has gone wrong
I work twice to double check the missing information on missed lenders on financial documents and I wait twice as long to process information."

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4.6/5

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