What users are saying about
31 Ratings
4 Ratings
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Score 7.1 out of 100
31 Ratings
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Score 7.2 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

SalesOutlook

It is good for situations where you are emailing with clients about pertinent information that needs to be included in the SalesForce account for that client. It is much easier than having to copy and paste. It is not as appropriate for attachments because you cannot attach PDFs etc., to the SalesForce account page from Outlook.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Project Management

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

Professional Services Automation

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

Sales Force Automation

Deltek WorkBook
SalesOutlook
7.0
Customer data management / contact management
Deltek WorkBook
SalesOutlook
7.0
Workflow management
Deltek WorkBook
SalesOutlook
7.0
Territory management
Deltek WorkBook
SalesOutlook
5.0
Opportunity management
Deltek WorkBook
SalesOutlook
5.0
Integration with email client (e.g., Outlook or Gmail)
Deltek WorkBook
SalesOutlook
9.0
Contract management
Deltek WorkBook
SalesOutlook
9.0
Quote & order management
Deltek WorkBook
SalesOutlook
5.0
Interaction tracking
Deltek WorkBook
SalesOutlook
9.0
Channel / partner relationship management
Deltek WorkBook
SalesOutlook
7.0

Customer Service & Support

Deltek WorkBook
SalesOutlook
8.0
Case management
Deltek WorkBook
SalesOutlook
8.0

Marketing Automation

Deltek WorkBook
SalesOutlook
5.5
Lead management
Deltek WorkBook
SalesOutlook
5.0
Email marketing
Deltek WorkBook
SalesOutlook
6.0

CRM Project Management

Deltek WorkBook
SalesOutlook
9.0
Task management
Deltek WorkBook
SalesOutlook
9.0

Integrations with 3rd-party Software

Deltek WorkBook
SalesOutlook
6.0
Marketing automation
Deltek WorkBook
SalesOutlook
6.0

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

SalesOutlook

  • It makes it easy to transfer information
  • It is easy to view in conjunction with Outlook
  • Keeps people accountable for details in the file
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

SalesOutlook

  • Sometimes it doesn't load properly
  • Would like some of the buttons to be a bit more user-friendly
Anonymous | TrustRadius Reviewer

Alternatives Considered

Deltek WorkBook

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

SalesOutlook

I have never used a similar product to this. So far my experience with this product is pretty good. I would recommend it to colleagues and other businesses
Anonymous | 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

SalesOutlook

  • Easier to track case details
  • Speeds up the process of getting cases through all the steps
  • Sometimes there are glitches and takes time out of business to reload etc.
Anonymous | TrustRadius Reviewer

Screenshots

SalesOutlook

Pricing Details

Deltek WorkBook

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
Required
$19*

* per month

SalesOutlook

General

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

Rating Summary

Likelihood to Recommend

Deltek WorkBook
7.1
SalesOutlook
9.0

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