Deltek WorkBook vs. Salesboom

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

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

• 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

• 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.

• 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

• 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.

Gets the job done, just not the sexiest.

Incentivized

Great implementation support, but haven't had many questions since.

Incentivized

We have a dedicated account manager and support. Whenever we need help we get it.

Timelog, e-conomic project module and podio

Incentivized

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.

• 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

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