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189 Ratings
4 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 7.1 out of 100

Oracle CX Sales (formerly Oracle Engagement Cloud)

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189 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 7.3 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)

It is a really good solution when it comes to insights on companies where you want to place your products because it tells you all the information where you can attach the use of your solution, the only thing is that it needs more information on mid-market.
ABRAHAM PABLO | TrustRadius Reviewer

Feature Rating Comparison

Project Management

Deltek WorkBook
7.8
Oracle CX Sales (formerly Oracle Engagement Cloud)
Task Management
Deltek WorkBook
8.1
Oracle CX Sales (formerly Oracle Engagement Cloud)
Resource Management
Deltek WorkBook
9.0
Oracle CX Sales (formerly Oracle Engagement Cloud)
Gantt Charts
Deltek WorkBook
9.0
Oracle CX Sales (formerly Oracle Engagement Cloud)
Scheduling
Deltek WorkBook
9.0
Oracle CX Sales (formerly Oracle Engagement Cloud)
Workflow Automation
Deltek WorkBook
6.1
Oracle CX Sales (formerly Oracle Engagement Cloud)
Team Collaboration
Deltek WorkBook
6.1
Oracle CX Sales (formerly Oracle Engagement Cloud)
Support for Agile Methodology
Deltek WorkBook
10.0
Oracle CX Sales (formerly Oracle Engagement Cloud)
Support for Waterfall Methodology
Deltek WorkBook
10.0
Oracle CX Sales (formerly Oracle Engagement Cloud)
Document Management
Deltek WorkBook
6.1
Oracle CX Sales (formerly Oracle Engagement Cloud)
Email integration
Deltek WorkBook
6.1
Oracle CX Sales (formerly Oracle Engagement Cloud)
Mobile Access
Deltek WorkBook
4.1
Oracle CX Sales (formerly Oracle Engagement Cloud)
Timesheet Tracking
Deltek WorkBook
7.1
Oracle CX Sales (formerly Oracle Engagement Cloud)
Change request and Case Management
Deltek WorkBook
10.0
Oracle CX Sales (formerly Oracle Engagement Cloud)
Budget and Expense Management
Deltek WorkBook
8.0
Oracle CX Sales (formerly Oracle Engagement Cloud)

Professional Services Automation

Deltek WorkBook
6.1
Oracle CX Sales (formerly Oracle Engagement Cloud)
Quotes/estimates
Deltek WorkBook
5.2
Oracle CX Sales (formerly Oracle Engagement Cloud)
Invoicing
Deltek WorkBook
6.1
Oracle CX Sales (formerly Oracle Engagement Cloud)
Project & financial reporting
Deltek WorkBook
6.1
Oracle CX Sales (formerly Oracle Engagement Cloud)
Integration with accounting software
Deltek WorkBook
7.1
Oracle CX Sales (formerly Oracle Engagement Cloud)

Sales Force Automation

Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.0
Customer data management / contact management
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.5
Workflow management
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.1
Territory management
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.1
Opportunity management
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.5
Integration with email client (e.g., Outlook or Gmail)
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.3
Contract management
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
7.8
Quote & order management
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.2
Interaction tracking
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.2
Channel / partner relationship management
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
6.7

Customer Service & Support

Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
10.0
Case management
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
10.0
Call center management
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
10.0
Help desk management
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
10.0

Marketing Automation

Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.5
Lead management
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
9.0
Email marketing
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.0

CRM Project Management

Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.7
Task management
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
9.0
Reporting
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.4

CRM Reporting & Analytics

Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.6
Forecasting
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.4
Pipeline visualization
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
7.9
Customizable reports
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
9.5

Customization

Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.4
Custom fields
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.8
Custom objects
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.8
Scripting environment
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
7.7
API for custom integration
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.1

Security

Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.7
Single sign-on capability
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
9.0
Role-based user permissions
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.5

Social CRM

Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.0
Social data
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.0
Social engagement
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.0

Integrations with 3rd-party Software

Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
9.2
Marketing automation
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
8.4
Compensation management
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
10.0

Platform

Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
6.6
Mobile access
Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
6.6

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)

  • Each time we've had a hurdle, we were given internal assistance to ensure we were not left alone.
  • It is easily customizable to add and subtract anything you see fit (we've added additional filters down to the zip code, state, rep's name, etc. to filter through data most effectively.
  • There is no lag in the system. If you see it there, it is tracked in real time.
Simon Vargas | 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)

  • Although not necessarily designed for it, our sales team finds it difficult to use the product for tracking demo units.
  • The mobile version of the application falls very short. Our IT department fields a lot of complaints regarding its functionality.
  • Following application upgrades - which are frequent - we often have to rebuild some of the custom screens we created.
Anonymous | TrustRadius Reviewer

Likelihood to Renew

Deltek WorkBook

No score
No answers yet
No answers on this topic

Oracle CX Sales (formerly Oracle Engagement Cloud)

Oracle CX Sales (formerly Oracle Engagement Cloud) 7.0
Based on 26 answers
So far it is all good with BigMachines, looking for new features since Oracle acquisition has created a lot of expectations. We have outlined our limitations (out of box functionality) in our periodic customer successor advice meetings for a while, hope we get a resolution soon. Also, the BigMachines user license fee has increased a lot in the last three years.
Eugine G Amalraj | TrustRadius Reviewer

Usability

Deltek WorkBook

No score
No answers yet
No answers on this topic

Oracle CX Sales (formerly Oracle Engagement Cloud)

Oracle CX Sales (formerly Oracle Engagement Cloud) 4.0
Based on 6 answers
The software UI can be as complex or as simple as you need it to be (depending on the business). It does require training others on quote configuration and the order in which to build out order positions prior to configuring a quote. Once users are trained;however, it is fairly straight-forward. The UI is still more static than other new wizard/drag-and-drop models, but it get's the job done
Stephen Crane | TrustRadius Reviewer

Reliability and Availability

Deltek WorkBook

No score
No answers yet
No answers on this topic

Oracle CX Sales (formerly Oracle Engagement Cloud)

Oracle CX Sales (formerly Oracle Engagement Cloud) 10.0
Based on 6 answers
Other than one day two years ago and an hour or two a few times since then due to data center outages, it has been very reliable
Anonymous | TrustRadius Reviewer

Performance

Deltek WorkBook

No score
No answers yet
No answers on this topic

Oracle CX Sales (formerly Oracle Engagement Cloud)

Oracle CX Sales (formerly Oracle Engagement Cloud) 8.0
Based on 4 answers
It depends upon the day however there are so many failure points with online services, including our internet service, that this is probably closer to 9 with the latest version
Anonymous | TrustRadius Reviewer

Support Rating

Deltek WorkBook

No score
No answers yet
No answers on this topic

Oracle CX Sales (formerly Oracle Engagement Cloud)

Oracle CX Sales (formerly Oracle Engagement Cloud) 2.2
Based on 6 answers
Some specific support personal was good and fixed some problems fast using proper solutions. But when one of them went to sleep when we had critical issues and they do unreported commits to our production environment which caused issues and they were hiding it?? you can not give more than a two (maybe even that is too much). They also failed to add a feature for us which also bring the grade down.
Anonymous | TrustRadius Reviewer

In-Person Training

Deltek WorkBook

No score
No answers yet
No answers on this topic

Oracle CX Sales (formerly Oracle Engagement Cloud)

Oracle CX Sales (formerly Oracle Engagement Cloud) 8.0
Based on 2 answers
They have pretty good training. Our business analysts have been able to go to entry and advanced level training. They have a train the trainer model. Our business analyst attended training, then trained the rest of our staff.
Anonymous | TrustRadius Reviewer

Implementation Rating

Deltek WorkBook

No score
No answers yet
No answers on this topic

Oracle CX Sales (formerly Oracle Engagement Cloud)

Oracle CX Sales (formerly Oracle Engagement Cloud) 2.0
Based on 12 answers
It was a much more technical implementation than we thought. It involved much more code.

Future releases have made and will make administering the tool easier.

EDL consulting had one good developer, but when he was moved off, they were horrible to work with.

The BMI sales team does a “BOA” or a “Business Operation Assessment” which is extremely valuable, not only for them to scope an implementation and get more reach within the organization, but it is also a documentation of business process that most organizations don’t have. It highlights inefficiencies and allows for correction during implementation.

Having a dedicated team (in-house) for implementation is key
Anonymous | 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)

We debated a few different options, including a home-grown custom program, uCommerce, and just using only Oracle Commerce Cloud. Since we had already decided to use Oracle Commerce Cloud over uCommerce, the integrations available between OCC, Oracle's ERP system, and Oracle CPQ definitely seemed like the easiest option with the greatest benefits. However, the cost/benefit of Oracle CPQ was more apparent when we were ready to launch more complex configurations across all of our product groups.
Michael Weissberg | 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)

  • As an account manager who does a lot of their own prospecting, DataFox has literally saved myself and my co-workers hours per week in prospecting. Manually finding companies and assembling lists can take a long time, but with DataFox what took hours before can now be accomplished in 15 minutes.
  • DataFox has allowed our team to reach more companies faster. Expanding our reach means more exposure, which means more demos and more closed deals.
Shane Finnegan | 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

Oracle CX Sales (formerly Oracle Engagement Cloud)

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
Oracle CX Sales (formerly Oracle Engagement Cloud)
7.4

Likelihood to Renew

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

Usability

Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
4.0

Reliability and Availability

Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
10.0

Performance

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

Support Rating

Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
2.2

In-Person Training

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

Implementation Rating

Deltek WorkBook
Oracle CX Sales (formerly Oracle Engagement Cloud)
2.0

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