CoSchedule Marketing Suite vs. Upland PSA

CoSchedule is great for businesses or agencies who need an overview of all their marketing efforts, and who want to establish collaboration between multiple departments. The calendar view is one of the best we've worked with and makes it easy to see exactly what's happening. There is some slight clunkiness when it comes to admin-related tasks, and a few things aren't easy to find, but there's great support.

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We have discovered over the last few years using Tenrox that we could adapt our needs or processes to fit in the Tenrox box rather than adapting Tenrox to fit in ours completely. I feel like Tenrox would be better suited for a company that has fewer clients and projects over the course of a year, as well as fewer users. We have approximately 350 clients, 21,077 projects in Tenrox at this exact moment (we close projects as we can), 188 active users currently, and 415,635 tasks (some of course assigned to now closed projects).
With this much information hosted through the Tenrox cloud server, we experience increased lag time frequently. This causes a lot of unwanted rejection towards Tenrox in our company.

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• Best time to post is great at updating to when we get the most engagement by platform
• Requeue tool to slate out additional posts for a given piece of content is a huge time saver
• Aggregate analytics tool shows us a peek across our posts on a given platform that's actually easier to read than the platform itself

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• We love that our timesheets are pre-populated with all our employee's assigned contracts and we get to control what is on their timesheet as far as funder and contract codes.
• Tenrox did very well with our integration and getting a timesheet that exports well with our payroll provider.
• Tenrox has a great email reminder system for when people need to submit or approve timesheets.

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• The platform seems sluggish as of late, likely as a result of the robust amount of data we are entering and the number of filters we're creating.
• Social media scheduling exists, but we do run into publishing errors more often then we'd like.
• Task templates when updated are not retroactive, so when you create projects for an entire year and then change a template, you need to go back and change them manually.

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• Tax calculation per state tax rules. Tenrox's current capabilities relative to tax codes is extremely limited and we have to do several time-consuming work-arounds in order to apply the tax as needed for our business. What is particularly frustrating about this aspect is that our need is based on tax laws and codes set by states and I feel a financial system should be able to sufficiently structure for legally-defined tax codes.
• Tenrox Project Planning add-on module. This portion of the system has never worked as seamlessly as you would assume given they were designed to work together. We've run in to many bugs and just oddities over the years. It's very finicky in my experience. We only use TPP for a small portion of our projects - those being our smaller or need to have huge task lists per client naming requirements.
• (The bad that became the good!) In the past, we have had significant customer-service challenges with Tenrox and then Upland, however over the past several months we have noticed a marked change in this. If we had not previously experienced issues with the customer service, I would not have any issue with the level of service that we are currently receiving. Given the history, I am cautiously optimistic that our current level of customer service will continue. I think our service concerns finally reached the 'right' people and I am reasonably confident the positive changes are here to stay!

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I am not in charge of renewing the Tenrox contract. However, if it was up to me, I would renew in a heartbeat. Tenrox is an asset to our organization and it keeps us focused. I am not aware of other products similar to Tenrox that provide the depth that they do.

The interface is very intuitive, from setting up social profiles, to posting, to tags, to optimizing for best day/time to post. It's super easy to scan the aggregate analytics. The calendar is very easy to grok at a glance, and the more advanced functionality is intuitive to set up.

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I feel like if the user interface could combine time and expense for users to be entered on one screen rather than two completely separate locations it would greatly improve usability. If the expense entry process could be improved completely, it would greatly improve the usability as well. Everything else within Tenrox, makes everything very user friendly.

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I didn't have to use their official support, but I can say that they put out a lot of content online to help users. Their YouTube page has quite an array of tutorial videos explaining how things work and how to get the most out of their tools. If you're struggling, before picking up a phone or blasting off an email, try searching for your problem on YouTube or their forums.

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The support team is always very helpful and strives to ensure they have met your needs and corrected your issues in a timely manner. If they need more information or cannot recreate the issue themselves, then they will follow-up to gather the necessary data themselves. They are constantly striving to meet the needs of all users and understand so many different industries and types of environments out there, it is very impressive.

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The main thing with implementation is to make sure you have taken full advantage of the "sandbox testing" site that Tenrox provides to you during development. Try out every scenario you can think of, have other people enter information if needed, so that you can make sure you have not missed any big items. If you have the opportunity, roll out implementation to small groups of users. Depending on how your company is set up, I would choose groups that are not all in the same department so that you can address questions across all areas before adding in more users in the next wave of implementation.

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CoSchedule provides collaborative planning of projects. The calendar view is very well designed. Meetings and tasks can be scheduled and tracked easily. Whatever is being done, no matter how big the task/project is, it gives a bird-eye view of everything. Additionally, it also integrated very well with WordPress. Their customer service team is also very helpful.

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The Tenrox software looks and feels older and is not as user friendly! Harvest, for example, is an upgraded version that is easier to track and compile. This is what I'm comparing it to and it's not even close! We only selected Tenrox because it was cheaper and we had a connection in the company with someone at Tenrox to use that platform. We are currently looking for a change.

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• It has saved me about 1 hour per day to keep things organized from Asana to WordPress.
• By not having a functioning Google Doc import feature, it costs me about 30 minutes for each blog post to copy paste all the content, images, etc.
• By bundling too many features into their plans, many of which we don't use (e.g. social media scheduling), we lose a little ROI because we are not using the full feature set. We use and prefer Buffer for social media, so when CoSchedule raised their price $40+ per month on features we would not be using, that hurt.

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• Tracking, tracking, tracking. It keeps the data we need and gives us the ability to look at it in countless different ways with just a few clicks, which is a big time saver. Without Tenrox, we would definitely have to increase our headcount in order to accomplish billing and payroll.
• We recently were able to automate a huge portion of business that was still (yes, still in 2014!) being managed out of an Excel spreadsheet. We experienced a great deal of resistance to the change with our own employees, however now that we have it going we have cleaned up our invoicing and impressed the highest-financial officer for two consecutive months - our first/only two months billing directly from Tenrox for that group.
• A newer development for our team - Some client managers in the other divisions our company have begun to look at what we are able to do with Tenrox and our other primary system and get some of their work moved over to our group. This is great and is giving us new opportunities - we will likely need to increase the headcount of our admin. team, but for a good reason (too much work coming our way!).

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