What users are saying about
1 Rating
1 Rating
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Score 9 out of 100
4 Ratings
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Score 7 out of 100

Likelihood to Recommend

Custora

I think Custora is a great fit for B2C companies that are trying to take their relationship marketing programs to the next level and outside of basic segmentation. It's a great platform to consolidate all customer, order history, and campaign history type data into one platform to obtain a 360 degree view of the customer.Additionally I would say, if an organization is resource constrained from an analytics perspective, the platform also makes great sense to invest in. It provides out of the box predictive analytics, and custom lifecycle triggers to align a retention marketing program around. Outside of the upfront work to get the platform up and running, it's very marketer friendly to utilize
Anonymous | TrustRadius Reviewer

Deltek WorkBook

My recommendation very much depends on who the colleague is. I would recommend WorkBook if it is an accountant, project manager or someone similar, and if the setup is done within WorkBook and passwords, etc. are being used within WorkBook only. I would tell IT Managers to avoid the application and think twice in terms of access management etc.
Christopher Fritz | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Custora
8.5
Deltek WorkBook
Customer data management / contact management
Custora
9.0
Deltek WorkBook
Workflow management
Custora
8.0
Deltek WorkBook
Territory management
Custora
8.0
Deltek WorkBook
Integration with email client (e.g., Outlook or Gmail)
Custora
9.0
Deltek WorkBook

Customization

Custora
9.0
Deltek WorkBook
Custom fields
Custora
9.0
Deltek WorkBook
Custom objects
Custora
9.0
Deltek WorkBook
API for custom integration
Custora
9.0
Deltek WorkBook

Integrations with 3rd-party Software

Custora
9.0
Deltek WorkBook
Marketing automation
Custora
9.0
Deltek WorkBook

Project Management

Custora
Deltek WorkBook
7.7
Task Management
Custora
Deltek WorkBook
8.0
Resource Management
Custora
Deltek WorkBook
9.0
Gantt Charts
Custora
Deltek WorkBook
9.0
Scheduling
Custora
Deltek WorkBook
9.0
Workflow Automation
Custora
Deltek WorkBook
6.0
Team Collaboration
Custora
Deltek WorkBook
6.0
Support for Agile Methodology
Custora
Deltek WorkBook
10.0
Support for Waterfall Methodology
Custora
Deltek WorkBook
10.0
Document Management
Custora
Deltek WorkBook
6.0
Email integration
Custora
Deltek WorkBook
6.0
Mobile Access
Custora
Deltek WorkBook
4.0
Timesheet Tracking
Custora
Deltek WorkBook
7.0
Change request and Case Management
Custora
Deltek WorkBook
10.0
Budget and Expense Management
Custora
Deltek WorkBook
8.0

Professional Services Automation

Custora
Deltek WorkBook
6.0
Quotes/estimates
Custora
Deltek WorkBook
5.0
Invoicing
Custora
Deltek WorkBook
6.0
Project & financial reporting
Custora
Deltek WorkBook
6.0
Integration with accounting software
Custora
Deltek WorkBook
7.0

Pros

Custora

  • Very clean user interface that allows a non-technical marketer to set up detailed segments for outbound marketing campaigns
  • Lifecycle triggers that are automatically programmed to set up triggered campaigns. One of the big benefits here is that they are individualized based off of a cusotmer's past purchase patterns
  • Reporting and analytics dashboards are great and allow a team that is resource constrained to quickly gauge status of customer retention
Anonymous | TrustRadius Reviewer

Deltek WorkBook

  • Workbook handles all processes in a consultancy company
  • Workflow options on all thinkable processes
  • Support global growth and intercompany management
  • Strong planning tool
  • Able to manage multiple clients to one project
  • Advanced template set-up
  • The communication module, so all relevant information is available on the projects
  • Flexible planning and project management
Frants E. Moraitis | TrustRadius Reviewer

Cons

Custora

  • Currently there are limitations with the number of personas that can be built in the instance, it would be great to have more flexibility here
  • We occasionally see issues with lists delivered to our ESP from the platform. Not a major problem, but could be an area of improvement
Anonymous | TrustRadius Reviewer

Deltek WorkBook

  • The integrations on IT level are not great and should be improved.
  • Change of IP's that's used for logins are being changed without reporting it to super users.
Christopher Fritz | TrustRadius Reviewer

Alternatives Considered

Custora

Bluecore was a solid platform, but Custora is differentiated in that it provides individualized triggers for customers based on their past purchase history
Anonymous | TrustRadius Reviewer

Deltek WorkBook

Timelog, e-conomic project module and podio
Frants E. Moraitis | TrustRadius Reviewer

Return on Investment

Custora

  • Overall we have been able to increase the mix of triggered related revenue in email from 20% to 50% of total revenue after implementing Custora's lifecycle triggers
  • We've also seen one off email tests with incremental conversion rates up to 75% when utilizing Custora personas to personal communications
Anonymous | TrustRadius Reviewer

Deltek WorkBook

  • WorkBook is one of the cheaper solutions on the market, which, in the long term, gives a great ROI.
  • We have spent a lot of time on support which is a negative impact.
Christopher Fritz | TrustRadius Reviewer

Screenshots

Pricing Details

Custora

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

Deltek WorkBook

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Required
$19*

* per month

Rating Summary

Likelihood to Recommend

Custora
9.0
Deltek WorkBook
7.0

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