Daylite vs. Planview Daptiv

Well suited for any size company which needs CRM management. Easy to use. Great for individuals or teams that use Apple products. Daylite and ios expert integration has been key in capturing leads from our website into the Daylite database, plus then if they opt into email marketing, they are entered into the MailChimp database. The web forms also automate the creation of opportunities and are linked with the contacts/companies. Sales Managers with geographical responsibilities can easily filter contacts or projects based on these regions so they only see what they need. Daylite is not appropriate for Windows users.

Incentivized

I would recommend Daptiv for anyone who is look for a collaborative tool that is easy to use and provides excellent results for project management and resource allocation. The tool offers many various capabilities and is not isolated for use with one or two workgroups. Its versatility allows many workgroups across many different organizations to use it. In my previous role, I used Daptiv in both a Project Management and Account Services Information Technology role. In my current workplace, I would like to leverage Daptiv for Product Launch and tracking as well as change request visibility in the Release Management Organization of a pharmaceutical company. Both roles and companies are vastly different however Daptiv would serve a great purpose in both situations although my needs are different.

• Daylite allows you to link your email so when you email a client it will link to their contact in Daylite and save the communication so anyone on the team can see all the emails that have been sent between the client and our company.
• Daylite allows you to create "opportunities" for the different packages and services we offer. This lets us track where someone is in the process, if they are still thinking about a service, have been sold on it, or are not interested.
• Daylite lets you leave notes on the account that everyone on the team can see. This has been so helpful for our company because it lets us drop helpful notes on personal things about the client that would be good for everyone to know.

Incentivized

• Resource allocation, when fully integrated provides a in depth view of what everyone is working on, as well as their availability.
• Portfolio reporting provides a good view of where all projects are at in their lifecycle.
• Time tracking is simple to use.

• The main drawback of Daylite is that it becomes slow on its iOS mobile devices.
• Sometimes I face a lot of retries to log into the account. The mobile app needs a change and needs an upgrade. Apps are lacking in giving appointment reminders on time. Sometimes it does not notify on the right time about the appointment with the client.

Incentivized

• In my opinion, APIs / integrations are sometimes coming to their limit
• In my experience, no general archive available - therefore data sets cannot be frozen
• Data roll-up for different hierarchy levels (program / project / sub-project) is very limited, in my opinion.
• In my opinion, when having showing a large number projects navigation on project tab is not very handy

While we have enjoyed using Daylite, we have been looking into more expanded services that allow us to integrate our technologies further.

Incentivized

As previously mentioned, we were not able to get the product to solve our particular problem. After time spent implementing a custom solution, it was the decision of the executive team to discontinue the agreement. The costs of training the team didn't outweigh the cost of hiring an employee to do the translation of schedules to web view.

Easy to use for Mac OS users. Not possible for Windows Users. I will still give a rating of 10, though.

Incentivized

The main thing that I have to apologize for is the UI. Does the job but just not the flexible responsive experience that most users are used to.

Incentivized

It's been great for us and we have not had any major issues with accessing Daylite when needed

Incentivized

In the 3 years I have worked with Daptiv I think it is been down once. The ONLY partial outages I have ever had have been with report automation.

Incentivized

I have not noticed any loading or performance issues specifically with Daylite

Incentivized

The team at Marketcircle has always been good at support and usually quick to respond and usually under 1 hour. Keep up the good work here!

Incentivized

Good support team! Developed relationships and were very pleasant to talk to. Daptiv went above and beyond on ensuring the customers were satisfied

I was not involved

Incentivized

I recommend using daptiv resources on your implementation to help with setup and training.

Daylite provides authentic services and features with excellent programming. I have also collaborated on the Daylite calendar
with Apple Calendar so that I can never leave behind any updates of the
future. Moreover, it keeps on updating its feature for giving better services.

Incentivized

AdaptiveWork might not necessarily have robust Analytical abilities that Daptiv IBM Cognos BI tool have, but from the introduction I have seen of the product it has impressive capabilities. It is still work in progress and still learning about AdaptiveWork and looking forward to implementing and supporting it in the near future.

Was not involved

Incentivized

Daylite has worked well for our small company trying to get a client base, but as we grow we are wanting more integrations that are unavailable

Incentivized

We are quickly able to add more users as needed.

Incentivized

We did not use professional services

Incentivized

• Daylite has been very helpful for new employees to answer their own questions about contacts/passwords, etc.
• We found the tiny notification bell to be weak, sometimes a project comes in with a tight deadline and we have to double-check and ask an employee if they saw the notification. More time would be saved by just chatting about the project and its expectations.
• A huge benefit is the institutional knowledge that can be had by reading past projects. We've tracked everything, so the history is there.

Incentivized

• I am in the process of establishing a hard dollar ROI received from Daptiv. However, there have been many soft dollar benefits we have achieved. Soft benefits include IT teams that are more aligned to business objectives, "one version of the truth" for where work is being performed and resources consumed, and more accurate estimation of project requests.

Incentivized