What users are saying about
4 Ratings
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Score 7.1 out of 100
32 Ratings
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Score 8.7 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

SalesforceIQ CRM

SalesforceIQ is a perfect CRM to start with and get your organization used to tracking customer contact. It was an easy setup and well adopted. It allowed us to rollout completely in just 30 days. We have seen a large increase in our ability to communicate. It may be lacking in some items if you already have a tracking method but was the perfect starting point for us.
Melanie Zehr | TrustRadius Reviewer

Feature Rating Comparison

Project Management

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

Professional Services Automation

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

Sales Force Automation

Deltek WorkBook
SalesforceIQ CRM
9.1
Customer data management / contact management
Deltek WorkBook
SalesforceIQ CRM
9.0
Territory management
Deltek WorkBook
SalesforceIQ CRM
9.5
Opportunity management
Deltek WorkBook
SalesforceIQ CRM
8.0
Integration with email client (e.g., Outlook or Gmail)
Deltek WorkBook
SalesforceIQ CRM
9.5
Quote & order management
Deltek WorkBook
SalesforceIQ CRM
9.0
Interaction tracking
Deltek WorkBook
SalesforceIQ CRM
9.5
Channel / partner relationship management
Deltek WorkBook
SalesforceIQ CRM
9.0

Marketing Automation

Deltek WorkBook
SalesforceIQ CRM
7.4
Lead management
Deltek WorkBook
SalesforceIQ CRM
7.4

CRM Project Management

Deltek WorkBook
SalesforceIQ CRM
9.0
Task management
Deltek WorkBook
SalesforceIQ CRM
9.0
Billing and invoicing management
Deltek WorkBook
SalesforceIQ CRM
9.0
Reporting
Deltek WorkBook
SalesforceIQ CRM
9.0

CRM Reporting & Analytics

Deltek WorkBook
SalesforceIQ CRM
9.0
Forecasting
Deltek WorkBook
SalesforceIQ CRM
9.0
Pipeline visualization
Deltek WorkBook
SalesforceIQ CRM
9.0
Customizable reports
Deltek WorkBook
SalesforceIQ CRM
9.0

Customization

Deltek WorkBook
SalesforceIQ CRM
9.1
Custom fields
Deltek WorkBook
SalesforceIQ CRM
9.5
Custom objects
Deltek WorkBook
SalesforceIQ CRM
9.0
Scripting environment
Deltek WorkBook
SalesforceIQ CRM
9.0
API for custom integration
Deltek WorkBook
SalesforceIQ CRM
9.0

Security

Deltek WorkBook
SalesforceIQ CRM
9.3
Single sign-on capability
Deltek WorkBook
SalesforceIQ CRM
9.5
Role-based user permissions
Deltek WorkBook
SalesforceIQ CRM
9.0

Social CRM

Deltek WorkBook
SalesforceIQ CRM
9.0
Social engagement
Deltek WorkBook
SalesforceIQ CRM
9.0

Integrations with 3rd-party Software

Deltek WorkBook
SalesforceIQ CRM
9.0
Marketing automation
Deltek WorkBook
SalesforceIQ CRM
9.0
Compensation management
Deltek WorkBook
SalesforceIQ CRM
9.0

Platform

Deltek WorkBook
SalesforceIQ CRM
9.5
Mobile access
Deltek WorkBook
SalesforceIQ CRM
9.5

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

SalesforceIQ CRM

  • CRM Managment
  • Streamlining Sales Funnel
  • Providing data sets and analytics
Anonymous | 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

SalesforceIQ CRM

  • SalesforceIQ has some reporting items that are a little harder to easily uncover but I have found work arounds or manually created reporting to get that information, such as number of times a salesperson was at a location.
  • Some of the upgrade items I would like to see are available in salesforce sales cloud that allow easier automation for marketing.
Melanie Zehr | TrustRadius Reviewer

Alternatives Considered

Deltek WorkBook

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

SalesforceIQ CRM

We selected SalesforceIQ over Insightly because of the email automation they offered. Their app also seemed to be a little more robust. I highly recommend a trial before you make a decision. The trial with SalesforceIQ is what sold us on the product
Melanie Zehr | 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

SalesforceIQ CRM

  • Not budget friendly for smaller start-ups.
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*

* per month

SalesforceIQ CRM

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
SalesforceIQ CRM
9.5

Add comparison