What users are saying about
2 Ratings
4 Ratings
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Score 7.1 out of 100
2 Ratings
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Score 8.5 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

Salesboom

Make sure you give them a good idea about your sales process and discuss with them how your data will be imported.
Steve Berkman | TrustRadius Reviewer

Feature Rating Comparison

Project Management

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

Professional Services Automation

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

Sales Force Automation

Deltek WorkBook
Salesboom
8.4
Customer data management / contact management
Deltek WorkBook
Salesboom
9.1
Workflow management
Deltek WorkBook
Salesboom
8.2
Territory management
Deltek WorkBook
Salesboom
7.9
Opportunity management
Deltek WorkBook
Salesboom
9.1
Integration with email client (e.g., Outlook or Gmail)
Deltek WorkBook
Salesboom
7.9
Contract management
Deltek WorkBook
Salesboom
7.3
Quote & order management
Deltek WorkBook
Salesboom
9.1
Interaction tracking
Deltek WorkBook
Salesboom
9.1
Channel / partner relationship management
Deltek WorkBook
Salesboom
7.6

Customer Service & Support

Deltek WorkBook
Salesboom
7.5
Case management
Deltek WorkBook
Salesboom
7.9
Call center management
Deltek WorkBook
Salesboom
7.3
Help desk management
Deltek WorkBook
Salesboom
7.3

Marketing Automation

Deltek WorkBook
Salesboom
9.1
Lead management
Deltek WorkBook
Salesboom
9.1
Email marketing
Deltek WorkBook
Salesboom
9.1

CRM Project Management

Deltek WorkBook
Salesboom
9.0
Task management
Deltek WorkBook
Salesboom
9.1
Billing and invoicing management
Deltek WorkBook
Salesboom
8.8
Reporting
Deltek WorkBook
Salesboom
9.1

CRM Reporting & Analytics

Deltek WorkBook
Salesboom
8.9
Forecasting
Deltek WorkBook
Salesboom
9.1
Pipeline visualization
Deltek WorkBook
Salesboom
8.8
Customizable reports
Deltek WorkBook
Salesboom
8.8

Customization

Deltek WorkBook
Salesboom
8.6
Custom fields
Deltek WorkBook
Salesboom
9.1
Custom objects
Deltek WorkBook
Salesboom
8.8
Scripting environment
Deltek WorkBook
Salesboom
7.3
API for custom integration
Deltek WorkBook
Salesboom
9.1

Security

Deltek WorkBook
Salesboom
8.2
Single sign-on capability
Deltek WorkBook
Salesboom
7.3
Role-based user permissions
Deltek WorkBook
Salesboom
9.1

Social CRM

Deltek WorkBook
Salesboom
8.0
Social data
Deltek WorkBook
Salesboom
8.2
Social engagement
Deltek WorkBook
Salesboom
7.9

Integrations with 3rd-party Software

Deltek WorkBook
Salesboom
8.6
Marketing automation
Deltek WorkBook
Salesboom
9.1
Compensation management
Deltek WorkBook
Salesboom
8.2

Platform

Deltek WorkBook
Salesboom
7.3
Mobile access
Deltek WorkBook
Salesboom
7.3

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

Salesboom

  • As a customer of Salesboom we get a dedicated CRM consultant that helps out with customizations, data importing, etc.
  • Customer support is great.
  • The CRM gets updated quarterly without user intervention.
Tom Greenberg | 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

Salesboom

  • The billing and invoicing needs a bit of improvement.
  • We would like to see more ERP-like features.
  • The customer self service portal needs improvement.
Steve Berkman | TrustRadius Reviewer

Support Rating

Deltek WorkBook

No score
No answers yet
No answers on this topic

Salesboom

Salesboom 8.2
Based on 1 answer
We have a dedicated account manager and support. Whenever we need help we get it.
Steve Berkman | TrustRadius Reviewer

Alternatives Considered

Deltek WorkBook

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

Salesboom

Salesboom worked with us from day one before purchasing our requirements. Once we rolled out the CRM implementation, their customer support is very helpful. The system is very user friendly, feature rich and the prices are very competitive.

Another Important advantage for Salesboom.com CRM is that they have a service level agreement, with an up time guarantee.
Tom Greenberg | 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

Salesboom

  • Less sales opportunities slip through the cracks.
  • Reduces sales redundant tasks and saves time.
  • Makes customers.
Tom Greenberg | 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

Salesboom

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

Rating Summary

Likelihood to Recommend

Deltek WorkBook
7.1
Salesboom
8.5

Support Rating

Deltek WorkBook
Salesboom
8.2

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