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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Deltek WorkBook

    Score8.3 out of 10
    N/ANow from Deltek (acquired 2017), WorkBook is a project management solution. Designed for advertising and communications agencies with 30+ employees, the vendor says WorkBook is the perfect solution for multiple locations and collaboration through integrated conversations. Additionally the vendor says it is ideal for project-driven organizations that require CRM, forecasting, project and resource management, traffic as well as integrated billing and accounting. It's a customizable solution with…N/A

    Oracle CRM On Demand

    Score9.1 out of 10
    N/AThe basis of this offering is the Market2Lead product that Oracle acquired in 2010. It has now been fully integrated with Oracle's On Demand CRM product and is a full-featured marketing automation product with features from lead management and nurturing, to measuring marketing ROI.N/A
    Pricing
    Deltek WorkBookOracle CRM On Demand
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    Deltek WorkBookOracle CRM On Demand
    Free Trial
    YesNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup Fee$19 per monthNo setup fee
    Additional DetailsBASIC PLAN INCLUDES TIME SHEET INCLUDES IPHONE & ANDROID APP Log your time on any job you have access to and get a reminder if you forget to submit hours. You can log your time on any job; billable, non-billable, customer jobs, and internal jobs. WorkBook also keeps track of absence entries and holiday requests. CUSTOMERS & PROJECTS Add as many customers, contacts, and projects/jobs as you like. Jobs are connected to clients and each job can be set to be billable, non-billable, internal, or a client job. COLLABORATION Collaborate with your colleagues and clients and keep track of comments, news, events, and notifications. Receive notifications whenever you need to approve anything, or a warning if something is about to go wrong. FILE SHARING Save all of your files in WorkBook and benefit from having them being kept secure in one, central location. Whenever a new customer or job is added, WorkBook will automatically create a folder structure (decided by you), allowing you to upload all of your documents and briefings to WorkBook. WorkBook will connect directly to your local file server or online storage, which means that you can save your files locally and have them be shown in WorkBook. Moreover, we have options to integrate with Google Drive or Dropbox.—
    More Pricing Information
    Features
    Deltek WorkBookOracle CRM On Demand
    Project Management
    Comparison of Project Management features of Deltek WorkBook and Oracle CRM On Demand
    Feature
    Deltek WorkBook
    4.6
    3 Ratings
    50% below category average
    Oracle CRM On Demand
    -
    Ratings
    Task Management4.03 Ratings00 Ratings
    Resource Management6.03 Ratings00 Ratings
    Gantt Charts4.03 Ratings00 Ratings
    Scheduling2.03 Ratings00 Ratings
    Workflow Automation2.03 Ratings00 Ratings
    Team Collaboration7.03 Ratings00 Ratings
    Support for Agile Methodology3.02 Ratings00 Ratings
    Support for Waterfall Methodology3.02 Ratings00 Ratings
    Document Management2.03 Ratings00 Ratings
    Email integration3.03 Ratings00 Ratings
    Mobile Access5.03 Ratings00 Ratings
    Timesheet Tracking10.03 Ratings00 Ratings
    Change request and Case Management4.02 Ratings00 Ratings
    Budget and Expense Management10.02 Ratings00 Ratings
    Professional Services Automation
    Comparison of Professional Services Automation features of Deltek WorkBook and Oracle CRM On Demand
    Feature
    Deltek WorkBook
    9.0
    3 Ratings
    16% above category average
    Oracle CRM On Demand
    -
    Ratings
    Quotes/estimates10.03 Ratings00 Ratings
    Invoicing8.03 Ratings00 Ratings
    Project & financial reporting8.03 Ratings00 Ratings
    Integration with accounting software10.03 Ratings00 Ratings
    Sales Force Automation
    Comparison of Sales Force Automation features of Deltek WorkBook and Oracle CRM On Demand
    Feature
    Deltek WorkBook
    -
    Ratings
    Oracle CRM On Demand
    8.9
    25 Ratings
    13% above category average
    Customer data management / contact management00 Ratings8.025 Ratings
    Workflow management00 Ratings9.024 Ratings
    Territory management00 Ratings8.024 Ratings
    Opportunity management00 Ratings8.025 Ratings
    Integration with email client (e.g., Outlook or Gmail)00 Ratings9.022 Ratings
    Contract management00 Ratings9.024 Ratings
    Quote & order management00 Ratings10.023 Ratings
    Interaction tracking00 Ratings9.024 Ratings
    Channel / partner relationship management00 Ratings10.023 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Deltek WorkBook and Oracle CRM On Demand
    Feature
    Deltek WorkBook
    -
    Ratings
    Oracle CRM On Demand
    9.7
    24 Ratings
    23% above category average
    Case management00 Ratings10.024 Ratings
    Call center management00 Ratings10.023 Ratings
    Help desk management00 Ratings9.024 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Deltek WorkBook and Oracle CRM On Demand
    Feature
    Deltek WorkBook
    -
    Ratings
    Oracle CRM On Demand
    8.5
    24 Ratings
    9% above category average
    Lead management00 Ratings8.024 Ratings
    Email marketing00 Ratings9.022 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Deltek WorkBook and Oracle CRM On Demand
    Feature
    Deltek WorkBook
    -
    Ratings
    Oracle CRM On Demand
    9.0
    24 Ratings
    16% above category average
    Task management00 Ratings9.023 Ratings
    Billing and invoicing management00 Ratings9.022 Ratings
    Reporting00 Ratings9.023 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Deltek WorkBook and Oracle CRM On Demand
    Feature
    Deltek WorkBook
    -
    Ratings
    Oracle CRM On Demand
    8.5
    24 Ratings
    11% above category average
    Forecasting00 Ratings10.024 Ratings
    Pipeline visualization00 Ratings6.623 Ratings
    Customizable reports00 Ratings9.024 Ratings
    Customization
    Comparison of Customization features of Deltek WorkBook and Oracle CRM On Demand
    Feature
    Deltek WorkBook
    -
    Ratings
    Oracle CRM On Demand
    8.2
    24 Ratings
    7% above category average
    Custom fields00 Ratings9.024 Ratings
    Custom objects00 Ratings9.024 Ratings
    Scripting environment00 Ratings5.820 Ratings
    API for custom integration00 Ratings9.023 Ratings
    Security
    Comparison of Security features of Deltek WorkBook and Oracle CRM On Demand
    Feature
    Deltek WorkBook
    -
    Ratings
    Oracle CRM On Demand
    9.5
    25 Ratings
    12% above category average
    Single sign-on capability00 Ratings10.022 Ratings
    Role-based user permissions00 Ratings9.025 Ratings
    Social CRM
    Comparison of Social CRM features of Deltek WorkBook and Oracle CRM On Demand
    Feature
    Deltek WorkBook
    -
    Ratings
    Oracle CRM On Demand
    9.0
    18 Ratings
    18% above category average
    Social data00 Ratings9.018 Ratings
    Social engagement00 Ratings9.018 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Deltek WorkBook and Oracle CRM On Demand
    Feature
    Deltek WorkBook
    -
    Ratings
    Oracle CRM On Demand
    9.0
    22 Ratings
    18% above category average
    Marketing automation00 Ratings9.022 Ratings
    Compensation management00 Ratings9.020 Ratings
    Platform
    Comparison of Platform features of Deltek WorkBook and Oracle CRM On Demand
    Feature
    Deltek WorkBook
    -
    Ratings
    Oracle CRM On Demand
    9.0
    18 Ratings
    17% above category average
    Mobile access00 Ratings9.018 Ratings
    Best Alternatives
    Deltek WorkBookOracle CRM On Demand
    Small Businesses
    Any.do
    Score8 out of 10
    Salesflare
    Score10 out of 10
    Medium-sized Companies
    KanbanFlow
    Score7.3 out of 10
    Kintone
    Score9.7 out of 10
    Enterprises
    Microsoft To Do
    Score7.9 out of 10
    Oracle Sales
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Deltek WorkBookOracle CRM On Demand
    Likelihood to Recommend
    8.0
    (3 ratings)
    10.0
    (26 ratings)
    Usability
    9.0
    (1 ratings)
    9.0
    (2 ratings)
    Support Rating
    9.0
    (1 ratings)
    9.0
    (1 ratings)
    Implementation Rating
    -
    (0 ratings)
    10.0
    (1 ratings)
    User Testimonials
    Deltek WorkBookOracle CRM On Demand
    Likelihood to Recommend
    Deltek Inc.
    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.
    Incentivized
    Read full review
    Oracle
    I think it is well suited for organizations which are large with a lot of users so as to be able to minimize the cost of operations. Also, the organization which interacts mostly with customers can use Oracle CRM on demand.
    Incentivized
    Read full review
    Pros
    Deltek Inc.
    • 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
    Incentivized
    Read full review
    Oracle
    • Several of our members were not familiar with various IT functions within CRM prior to working with it and so they were able to develop a working knowledge of IT pretty quickly afterwards.
    • It has a familiar feel to it as it allows users to work the data into a spreadsheet type layout with pivot tables and graphs and so it is quick to adopt.
    • Customization is great with a working knowledge of HTML, which isn't too hard to learn. You can really adapt CRM to any needs stylistically or content wise.
    Incentivized
    Read full review
    Cons
    Deltek Inc.
    • 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.
    Incentivized
    Read full review
    Oracle
    • The ability to schedule and push out reports is missing from this system. If we want to mass deliver a report on a schedule, we must run it, export it and email it out to the group, or purchase a 3rd party system.
    • The ability to trigger workflow events on a schedule is missing this system. Currently, there has to be a trigger initiated by a user and we have situations where we'd like to be able to schedule a work flow routine to go out and check from specific situations and then trigger an action. We'd also like to be able to trigger workflow actions on one object based on something in another object and this capability is very limited.
    Incentivized
    Read full review
    Likelihood to Renew
    Deltek Inc.
    No answers on this topic
    Oracle
    Because am using oracle last 3 years and it’s great
    Read full review
    Usability
    Deltek Inc.
    Gets the job done, just not the sexiest.
    Incentivized
    Read full review
    Oracle
    Compared to other competitors I find it very easy to use and learn .It has been helpful in our organisation and we have been able to manage our projects and operations well without interference.
    Incentivized
    Read full review
    Support Rating
    Deltek Inc.
    Great implementation support, but haven't had many questions since.
    Incentivized
    Read full review
    Oracle
    As am using oracle very much satisfy.
    Read full review
    Implementation Rating
    Deltek Inc.
    No answers on this topic
    Oracle
    With the right partner Oracle CRM On Demand can be implemented very quickly and seamlessly.
    Incentivized
    Read full review
    Alternatives Considered
    Deltek Inc.
    Timelog, e-conomic project module and podio
    Incentivized
    Read full review
    Oracle
    MS Dynamics was easy to integrate to MS Power BI. This BI and reporting aspect is a clear strong point for Microsoft. MS solutions seem easier to integrate and learn, but this depends on the IT landscape and the complexity of integrations in a respective company.
    Incentivized
    Read full review
    Return on Investment
    Deltek Inc.
    • 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.
    Incentivized
    Read full review
    Oracle
    • This software can display in real-time when an order is submitted, received, fulfilled, and shipped out. We are able to know within the week of what new orders came in and how effective we are being from targeting specific regions of the nation.
    Incentivized
    Read full review
    ScreenShots

    Deltek WorkBook Screenshots

    Screenshot of TasksScreenshot of Weekly SchedulesProduct screenshotScreenshot of Gantt Chart – Streamline project planning by converting and approved quotes into a schedule with drag ‘n drop resource allocation.Screenshot of Time Entry – Facilitate adoption and ensure accurate time data by integrating task management and time entry.Screenshot of Net Revenue Forecast – Reduce input errors and save valuable time by integrating resourcing, project management and finance to fully control AR and AP and get precise cash flow and net revenue forecasts.