5 Ratings
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Score 8.3 out of 100
163 Ratings
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Score 8.1 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

Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)

This is generally used where there is a large number of employees in the organisation who are doing sales as it is difficult to keep track of everyone, so it can fetch all the data in one place. This is CRM and used where all information related to sales needs to be stored like leads, pipeline, updates, closure, etc. This also does the implementation process.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Project Management

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

Professional Services Automation

Deltek WorkBook
6.0
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
Quotes/estimates
Deltek WorkBook
5.0
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
Invoicing
Deltek WorkBook
6.0
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
Project & financial reporting
Deltek WorkBook
6.0
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
Integration with accounting software
Deltek WorkBook
7.0
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)

Sales Force Automation

Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.4
Customer data management / contact management
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.8
Workflow management
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
7.8
Territory management
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.3
Opportunity management
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
9.0
Integration with email client (e.g., Outlook or Gmail)
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.0
Contract management
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.7
Quote & order management
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.5
Interaction tracking
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
7.7
Channel / partner relationship management
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.9

Customer Service & Support

Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.0
Case management
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.0
Call center management
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.8
Help desk management
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
7.1

Marketing Automation

Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.2
Lead management
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
9.0
Email marketing
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
7.3

CRM Project Management

Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.8
Task management
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
9.0
Reporting
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.6

CRM Reporting & Analytics

Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
9.0
Forecasting
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
9.2
Pipeline visualization
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
9.0
Customizable reports
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.9

Customization

Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.5
Custom fields
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.8
Custom objects
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.8
Scripting environment
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.6
API for custom integration
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
7.7

Security

Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
9.0
Single sign-on capability
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.8
Role-based user permissions
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
9.1

Social CRM

Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.6
Social data
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.9
Social engagement
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.2

Integrations with 3rd-party Software

Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
7.7
Marketing automation
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.0
Compensation management
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
7.4

Platform

Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.4
Mobile access
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.4

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

Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)

  • Insights of companies are really practical because gives you an overview of the company performance at the time you are looking at it.
  • Easy to use the Company Search Module where you can easily search for companies on DataFox.
  • The integration with Salesforce gives you a look at who is currently working with the prospect at this point and who has work in the past.
ABRAHAM PABLO | 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

Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)

  • I would like to see more integration with other CRMs such as Salesforce.
  • We have each business unit built into Salesforce and it can track the amount of gross profit that flows through our Oracle database. It then further it trickles to each sales rep and what they've closed during their time at the company. These figures are not always accurate.
  • It be difficult navigating to accounts and drilling down into each specific customer to understand details.
Simon Vargas | TrustRadius Reviewer

Usability

Deltek WorkBook

No score
No answers yet
No answers on this topic

Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)

Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud) 8.4
Based on 7 answers
Overall our organization has completely moved to Oracle CX Sales and now is able to utilize the latest technology backed by AI to provide a much better experience to customers and saving money at the same time. So it's a Win-Win situation. I believe there is a slight learning curve to derive [the] full value out of this but once you are there, you can delight your customers.
Priya Joshi | TrustRadius Reviewer

Support Rating

Deltek WorkBook

No score
No answers yet
No answers on this topic

Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)

Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud) 8.0
Based on 7 answers
The company has given us very great support since we started using this product. It has given our marketing and sales team the most useful lessons on effective use. The deployment cost was well managed and we were given appropriate offers until the platform started giving us profit. The customer support team has been always supportive when we face operational challenges or any problem that may arise.
Rachel Benson | TrustRadius Reviewer

Alternatives Considered

Deltek WorkBook

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

Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)

Oracle Sales Cloud was our preference for a CRM cloud system because it had great additional features that we also wanted to utilise in addition to the traditional CRM. We really liked the lead tracking and the incentive sales compensation feature. Several department heads debated which software to go with and in the end we all agreed on Oracle Sales Cloud because it addressed the needs of all the different departments that now utilise the software.
Alina Hera | 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

Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)

  • Unfortunately, our sales team has decreased productivity by trying to use the mobile application. It is poorly designed, and I've heard the same feedback from people at other organizations.
  • The ability to track and convert sales leads has proven to be a positive impact on ROI.
  • We are able to pass along leads and opportunities to our resellers.
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

Deltek WorkBook Editions & Modules

Additional Pricing Details
BASIC 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.

Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)

General

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

Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud) Editions & Modules

Edition
Professional$65.001
Standard$100.001
Enterprise$200.001
Premium$300.001
  1. Per User Per Month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Deltek WorkBook
7.0
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.3

Usability

Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.4

Support Rating

Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud and Oracle Sales Cloud)
8.0

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