What users are saying about
4 Ratings
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Score 7.1 out of 100
33 Ratings
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Score 9.2 out of 100

Likelihood to Recommend

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

Infor CloudSuite CRM

If you have a mobile workforce, it likely wouldn't be as appropriate (keep in mind we're using the desktop client, and have very limited experience with the web app). It is well suited if your business needs lots of custom processes- find a good vendor. We utilize SimpleSoft out of Ohio, and they have been excellent. Key question: think about where your business is going to be in 5-10 years, and will this CRM solution be able to grow with us?
John Collman | TrustRadius Reviewer

Feature Rating Comparison

Project Management

Deltek WorkBook
7.8
Infor CloudSuite CRM
Task Management
Deltek WorkBook
8.1
Infor CloudSuite CRM
Resource Management
Deltek WorkBook
9.0
Infor CloudSuite CRM
Gantt Charts
Deltek WorkBook
9.0
Infor CloudSuite CRM
Scheduling
Deltek WorkBook
9.0
Infor CloudSuite CRM
Workflow Automation
Deltek WorkBook
6.1
Infor CloudSuite CRM
Team Collaboration
Deltek WorkBook
6.1
Infor CloudSuite CRM
Support for Agile Methodology
Deltek WorkBook
10.0
Infor CloudSuite CRM
Support for Waterfall Methodology
Deltek WorkBook
10.0
Infor CloudSuite CRM
Document Management
Deltek WorkBook
6.1
Infor CloudSuite CRM
Email integration
Deltek WorkBook
6.1
Infor CloudSuite CRM
Mobile Access
Deltek WorkBook
4.1
Infor CloudSuite CRM
Timesheet Tracking
Deltek WorkBook
7.1
Infor CloudSuite CRM
Change request and Case Management
Deltek WorkBook
10.0
Infor CloudSuite CRM
Budget and Expense Management
Deltek WorkBook
8.0
Infor CloudSuite CRM

Professional Services Automation

Deltek WorkBook
6.1
Infor CloudSuite CRM
Quotes/estimates
Deltek WorkBook
5.2
Infor CloudSuite CRM
Invoicing
Deltek WorkBook
6.1
Infor CloudSuite CRM
Project & financial reporting
Deltek WorkBook
6.1
Infor CloudSuite CRM
Integration with accounting software
Deltek WorkBook
7.1
Infor CloudSuite CRM

Sales Force Automation

Deltek WorkBook
Infor CloudSuite CRM
7.8
Customer data management / contact management
Deltek WorkBook
Infor CloudSuite CRM
8.4
Workflow management
Deltek WorkBook
Infor CloudSuite CRM
10.0
Territory management
Deltek WorkBook
Infor CloudSuite CRM
5.4
Opportunity management
Deltek WorkBook
Infor CloudSuite CRM
8.4
Integration with email client (e.g., Outlook or Gmail)
Deltek WorkBook
Infor CloudSuite CRM
5.4
Contract management
Deltek WorkBook
Infor CloudSuite CRM
5.7
Quote & order management
Deltek WorkBook
Infor CloudSuite CRM
7.3
Interaction tracking
Deltek WorkBook
Infor CloudSuite CRM
10.0
Channel / partner relationship management
Deltek WorkBook
Infor CloudSuite CRM
9.9

Customer Service & Support

Deltek WorkBook
Infor CloudSuite CRM
8.3
Case management
Deltek WorkBook
Infor CloudSuite CRM
10.0
Call center management
Deltek WorkBook
Infor CloudSuite CRM
5.0
Help desk management
Deltek WorkBook
Infor CloudSuite CRM
10.0

Marketing Automation

Deltek WorkBook
Infor CloudSuite CRM
2.5
Lead management
Deltek WorkBook
Infor CloudSuite CRM
3.9
Email marketing
Deltek WorkBook
Infor CloudSuite CRM
1.0

CRM Project Management

Deltek WorkBook
Infor CloudSuite CRM
4.2
Task management
Deltek WorkBook
Infor CloudSuite CRM
7.1
Billing and invoicing management
Deltek WorkBook
Infor CloudSuite CRM
3.6
Reporting
Deltek WorkBook
Infor CloudSuite CRM
2.1

CRM Reporting & Analytics

Deltek WorkBook
Infor CloudSuite CRM
4.2
Forecasting
Deltek WorkBook
Infor CloudSuite CRM
3.6
Pipeline visualization
Deltek WorkBook
Infor CloudSuite CRM
7.0
Customizable reports
Deltek WorkBook
Infor CloudSuite CRM
2.1

Customization

Deltek WorkBook
Infor CloudSuite CRM
8.5
Custom fields
Deltek WorkBook
Infor CloudSuite CRM
10.0
Custom objects
Deltek WorkBook
Infor CloudSuite CRM
7.0
Scripting environment
Deltek WorkBook
Infor CloudSuite CRM
7.2
API for custom integration
Deltek WorkBook
Infor CloudSuite CRM
10.0

Security

Deltek WorkBook
Infor CloudSuite CRM
10.0
Single sign-on capability
Deltek WorkBook
Infor CloudSuite CRM
10.0
Role-based user permissions
Deltek WorkBook
Infor CloudSuite CRM
10.0

Social CRM

Deltek WorkBook
Infor CloudSuite CRM
3.5
Social data
Deltek WorkBook
Infor CloudSuite CRM
4.0
Social engagement
Deltek WorkBook
Infor CloudSuite CRM
3.0

Integrations with 3rd-party Software

Deltek WorkBook
Infor CloudSuite CRM
2.9
Marketing automation
Deltek WorkBook
Infor CloudSuite CRM
3.0
Compensation management
Deltek WorkBook
Infor CloudSuite CRM
2.7

Platform

Deltek WorkBook
Infor CloudSuite CRM
5.0
Mobile access
Deltek WorkBook
Infor CloudSuite CRM
5.0

Pros

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

Infor CloudSuite CRM

  • Saleslogix functionality can be managed to a very granular level for each individual using it. Within the users profile you can restrict access to modules, remove write permission, remove export privileges, etc.
  • Saleslogix has one of the best sync engines I have ever seen. If you allow your outside sales reps to have their own database, they can modify customer record while off line and when they do have internet access they can sync changes in both directions. This functionality works great when you have inside and outside sales staff covering the same territory.
  • Saleslogix can be customized using Visual Basic Code syntax. This is a positive aspect as well as a negative. Our existing Saleslogix is so customized that if we were to upgrade to 8.0 it would cost us over $20k to redo some of the customizations. Upgrades are frequently incompatible with customizations.
Dave Mattingly | TrustRadius Reviewer

Cons

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

Infor CloudSuite CRM

  • InforCRM has made dramatic improvements in the web client though in some cases it has been painfully slow to get the most needed things updated. An example is the slow speed of the web client. The newest update is supposed to fix this.
  • The web client does not autosave, so users have to remember to hit the 'save' button at each screen. This is the biggest complaint of users going from the desktop client to the web client.
  • I personally would like to see data panes (account, contact, etc.) with the capability to set up a different view for each team and/or security level that would access the data.
Tonya Payne | TrustRadius Reviewer

Likelihood to Renew

Deltek WorkBook

No score
No answers yet
No answers on this topic

Infor CloudSuite CRM

Infor CloudSuite CRM 9.0
Based on 8 answers
Because we've already made the investment in the original on-premise version, the cost per user is relatively low. The product has grown with us and we can now choose a LAN or Web client version and host the site internally, giving us total control of our data. The iPhone and iPad versions allow the sales team quick access in the field and the voice-to-text option is quite handy. SalesLogix doesn't require that our technology stack be constantly up to date which again, keeps our cost down. They are always making enhancements to the product and we can choose to update/upgrade when those enhancements appeal to us enough to justify adding the service pack.
Anonymous | TrustRadius Reviewer

Usability

Deltek WorkBook

No score
No answers yet
No answers on this topic

Infor CloudSuite CRM

Infor CloudSuite CRM 7.8
Based on 4 answers
It can be a bit slow at times. Its that refresh don't always need to refresh slowing down the user.
LeVar Berry | TrustRadius Reviewer

Support Rating

Deltek WorkBook

No score
No answers yet
No answers on this topic

Infor CloudSuite CRM

Infor CloudSuite CRM 8.0
Based on 1 answer
We utilize the support of a local-ish vendor. SimpleSoft is their name. they are great, and very responsive
John Collman | TrustRadius Reviewer

Alternatives Considered

Deltek WorkBook

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

Infor CloudSuite CRM

We selected INFOR CRM over Salesforce simply because it was affordable and didn't have so many 'bells & whistles' that Salesforce has that we were not using. We didn't realize that the compatibility with upgrades were going to be such an issue.
Penny Bell | TrustRadius Reviewer

Return on Investment

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

Infor CloudSuite CRM

  • It's a CRM, so using a CRM as opposed to not using one is typically a step in the right direction.
  • Slightly lower TCO than other CRMs.
  • Complete end-to-end workflows allow you to quantify and analyze every step in the business process, leading to improved efficiency.
Anonymous | TrustRadius Reviewer

Screenshots

Pricing Details

Deltek WorkBook

General

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

* per month

Infor CloudSuite CRM

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

Deltek WorkBook
7.1
Infor CloudSuite CRM
8.9

Likelihood to Renew

Deltek WorkBook
Infor CloudSuite CRM
9.0

Usability

Deltek WorkBook
Infor CloudSuite CRM
7.8

Reliability and Availability

Deltek WorkBook
Infor CloudSuite CRM
9.0

Support Rating

Deltek WorkBook
Infor CloudSuite CRM
8.0

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