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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Deltek WorkBook

    Score8.3 out of 10
    N/ANow from Deltek (acquired 2017), WorkBook is a project management solution. Designed for advertising and communications agencies with 30+ employees, the vendor says WorkBook is the perfect solution for multiple locations and collaboration through integrated conversations. Additionally the vendor says it is ideal for project-driven organizations that require CRM, forecasting, project and resource management, traffic as well as integrated billing and accounting. It's a customizable solution with…N/A

    SAP Sales Cloud

    Score8.6 out of 10
    N/ASAP Sales Cloud (formerly SAP Cloud for Sales) is a cloud sales application with sales automation, enterprise resource planning (ERP) integration, and collaboration capabilities.N/A
    Pricing
    Deltek WorkBookSAP Sales Cloud
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    Deltek WorkBookSAP Sales Cloud
    Free Trial
    YesNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup Fee$19 per monthNo setup fee
    Additional DetailsBASIC PLAN INCLUDES TIME SHEET INCLUDES IPHONE & ANDROID APP Log your time on any job you have access to and get a reminder if you forget to submit hours. You can log your time on any job; billable, non-billable, customer jobs, and internal jobs. WorkBook also keeps track of absence entries and holiday requests. CUSTOMERS & PROJECTS Add as many customers, contacts, and projects/jobs as you like. Jobs are connected to clients and each job can be set to be billable, non-billable, internal, or a client job. COLLABORATION Collaborate with your colleagues and clients and keep track of comments, news, events, and notifications. Receive notifications whenever you need to approve anything, or a warning if something is about to go wrong. FILE SHARING Save all of your files in WorkBook and benefit from having them being kept secure in one, central location. Whenever a new customer or job is added, WorkBook will automatically create a folder structure (decided by you), allowing you to upload all of your documents and briefings to WorkBook. WorkBook will connect directly to your local file server or online storage, which means that you can save your files locally and have them be shown in WorkBook. Moreover, we have options to integrate with Google Drive or Dropbox.—
    More Pricing Information
    Community Pulse
    Deltek WorkBookSAP Sales Cloud
    Considered Both Products
    Deltek Inc.
    No answer on this topic
    SAP
    No answer on this topic
    Key User Insights
    Would buy again
    No answers on this topic
    91%
    Would buy again
    120 Answers
    Delivers good value for the price
    No answers on this topic
    95%
    Delivers good value for the price
    111 Answers
    Happy with the feature set
    No answers on this topic
    96%
    Happy with the feature set
    127 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    93%
    Lived up to sales and marketing promises
    98 Answers
    Implementation went as expected
    No answers on this topic
    89%
    Implementation went as expected
    99 Answers
    Features
    Deltek WorkBookSAP Sales Cloud
    Project Management
    Comparison of Project Management features of Deltek WorkBook and SAP Sales Cloud
    Feature
    Deltek WorkBook
    4.6
    3 Ratings
    50% below category average
    SAP Sales Cloud
    -
    Ratings
    Task Management4.03 Ratings00 Ratings
    Resource Management6.03 Ratings00 Ratings
    Gantt Charts4.03 Ratings00 Ratings
    Scheduling2.03 Ratings00 Ratings
    Workflow Automation2.03 Ratings00 Ratings
    Team Collaboration7.03 Ratings00 Ratings
    Support for Agile Methodology3.02 Ratings00 Ratings
    Support for Waterfall Methodology3.02 Ratings00 Ratings
    Document Management2.03 Ratings00 Ratings
    Email integration3.03 Ratings00 Ratings
    Mobile Access5.03 Ratings00 Ratings
    Timesheet Tracking10.03 Ratings00 Ratings
    Change request and Case Management4.02 Ratings00 Ratings
    Budget and Expense Management10.02 Ratings00 Ratings
    Professional Services Automation
    Comparison of Professional Services Automation features of Deltek WorkBook and SAP Sales Cloud
    Feature
    Deltek WorkBook
    9.0
    3 Ratings
    16% above category average
    SAP Sales Cloud
    -
    Ratings
    Quotes/estimates10.03 Ratings00 Ratings
    Invoicing8.03 Ratings00 Ratings
    Project & financial reporting8.03 Ratings00 Ratings
    Integration with accounting software10.03 Ratings00 Ratings
    Sales Force Automation
    Comparison of Sales Force Automation features of Deltek WorkBook and SAP Sales Cloud
    Feature
    Deltek WorkBook
    -
    Ratings
    SAP Sales Cloud
    8.5
    152 Ratings
    8% above category average
    Customer data management / contact management00 Ratings8.2144 Ratings
    Workflow management00 Ratings8.8146 Ratings
    Territory management00 Ratings8.1130 Ratings
    Opportunity management00 Ratings9.0142 Ratings
    Integration with email client (e.g., Outlook or Gmail)00 Ratings8.3136 Ratings
    Contract management00 Ratings7.9133 Ratings
    Quote & order management00 Ratings8.6133 Ratings
    Interaction tracking00 Ratings9.0137 Ratings
    Channel / partner relationship management00 Ratings8.4131 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Deltek WorkBook and SAP Sales Cloud
    Feature
    Deltek WorkBook
    -
    Ratings
    SAP Sales Cloud
    8.9
    130 Ratings
    14% above category average
    Case management00 Ratings8.7125 Ratings
    Call center management00 Ratings9.1114 Ratings
    Help desk management00 Ratings8.8115 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Deltek WorkBook and SAP Sales Cloud
    Feature
    Deltek WorkBook
    -
    Ratings
    SAP Sales Cloud
    8.0
    131 Ratings
    3% above category average
    Lead management00 Ratings8.0130 Ratings
    Email marketing00 Ratings7.9112 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Deltek WorkBook and SAP Sales Cloud
    Feature
    Deltek WorkBook
    -
    Ratings
    SAP Sales Cloud
    8.3
    143 Ratings
    8% above category average
    Task management00 Ratings8.4135 Ratings
    Billing and invoicing management00 Ratings8.4113 Ratings
    Reporting00 Ratings8.1131 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Deltek WorkBook and SAP Sales Cloud
    Feature
    Deltek WorkBook
    -
    Ratings
    SAP Sales Cloud
    8.3
    141 Ratings
    8% above category average
    Forecasting00 Ratings8.1131 Ratings
    Pipeline visualization00 Ratings8.9132 Ratings
    Customizable reports00 Ratings8.0136 Ratings
    Customization
    Comparison of Customization features of Deltek WorkBook and SAP Sales Cloud
    Feature
    Deltek WorkBook
    -
    Ratings
    SAP Sales Cloud
    8.2
    138 Ratings
    7% above category average
    Custom fields00 Ratings8.0138 Ratings
    Custom objects00 Ratings7.9131 Ratings
    Scripting environment00 Ratings8.6114 Ratings
    API for custom integration00 Ratings8.3123 Ratings
    Security
    Comparison of Security features of Deltek WorkBook and SAP Sales Cloud
    Feature
    Deltek WorkBook
    -
    Ratings
    SAP Sales Cloud
    9.2
    141 Ratings
    9% above category average
    Single sign-on capability00 Ratings9.3135 Ratings
    Role-based user permissions00 Ratings9.1135 Ratings
    Social CRM
    Comparison of Social CRM features of Deltek WorkBook and SAP Sales Cloud
    Feature
    Deltek WorkBook
    -
    Ratings
    SAP Sales Cloud
    9.0
    98 Ratings
    18% above category average
    Social data00 Ratings8.698 Ratings
    Social engagement00 Ratings9.494 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Deltek WorkBook and SAP Sales Cloud
    Feature
    Deltek WorkBook
    -
    Ratings
    SAP Sales Cloud
    8.5
    117 Ratings
    12% above category average
    Marketing automation00 Ratings8.3113 Ratings
    Compensation management00 Ratings8.693 Ratings
    Platform
    Comparison of Platform features of Deltek WorkBook and SAP Sales Cloud
    Feature
    Deltek WorkBook
    -
    Ratings
    SAP Sales Cloud
    8.1
    122 Ratings
    6% above category average
    Mobile access00 Ratings8.1122 Ratings
    Best Alternatives
    Deltek WorkBookSAP Sales Cloud
    Small Businesses
    Any.do
    Score8 out of 10
    Salesflare
    Score10 out of 10
    Medium-sized Companies
    KanbanFlow
    Score7.3 out of 10
    Kintone
    Score9.7 out of 10
    Enterprises
    Microsoft To Do
    Score7.9 out of 10
    Oracle Sales
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Deltek WorkBookSAP Sales Cloud
    Likelihood to Recommend
    8.0
    (3 ratings)
    8.4
    (163 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    8.1
    (15 ratings)
    Usability
    9.0
    (1 ratings)
    7.0
    (10 ratings)
    Availability
    -
    (0 ratings)
    9.1
    (2 ratings)
    Performance
    -
    (0 ratings)
    9.1
    (2 ratings)
    Support Rating
    9.0
    (1 ratings)
    5.8
    (13 ratings)
    Online Training
    -
    (0 ratings)
    9.1
    (3 ratings)
    Implementation Rating
    -
    (0 ratings)
    7.5
    (4 ratings)
    Configurability
    -
    (0 ratings)
    9.1
    (1 ratings)
    Contract Terms and Pricing Model
    -
    (0 ratings)
    9.1
    (1 ratings)
    Ease of integration
    -
    (0 ratings)
    9.1
    (1 ratings)
    Product Scalability
    -
    (0 ratings)
    8.5
    (123 ratings)
    Professional Services
    -
    (0 ratings)
    9.1
    (1 ratings)
    Vendor post-sale
    -
    (0 ratings)
    8.2
    (1 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    9.1
    (1 ratings)
    User Testimonials
    Deltek WorkBookSAP Sales Cloud
    Likelihood to Recommend
    Deltek Inc.
    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
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    SAP
    SAP Sales Cloud is highly suited for manufacturing and distribution enterprises and especially for people and companies who are already into SAP architecture. It is also great for industries which are consumer-packaged goods oriented, and it is highly structured for B2B sales which has predictive pipelines. I would say it is less suited for hyper growth or newer startups, especially people who are not familiar with the SAP ERP. It is multi-dimensional and has complex matrix structures, so it is a bit difficult to learn, and it might be daunting for new people.
    Incentivized
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    Pros
    Deltek Inc.
    • 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
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    SAP
    • I love its ability to automate the entire sales process for us.
    • Another thing I love is how it combines data from different touchpoints to provide a 360-degree view of the customer.
    • What I like best about SAP Sales Cloud is the real-time analytics it provides for my organization.
    Incentivized
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    Cons
    Deltek Inc.
    • 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
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    SAP
    • One area of concern is the many data silos that are present within SAP sales cloud
    • While creating filters for accessing sales lead reports, the accuracy is missing sometimes.
    • The product is quite vast and a lot more learning material and knowledge base documents are required.
    Read full review
    Likelihood to Renew
    Deltek Inc.
    No answers on this topic
    SAP
    SAP sales enables organizations to manage their sales activities, such as inquiries, quotations, orders, deliveries, billing, and payments. Also integrates with other SAP modules, such as finance, logistics, and marketing, to provide a comprehensive solution for managing the entire sales cycle. thats makes SAP a good choice
    Incentivized
    Read full review
    Usability
    Deltek Inc.
    Gets the job done, just not the sexiest.
    Incentivized
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    SAP
    In short, SAP CRM is a complete service that will help improve marketing strategy and productivity. It covers various topics, from big data analytics to resource management and housing sales data. SAP CRM has a long list of features and can do them all.
    Incentivized
    Read full review
    Reliability and Availability
    Deltek Inc.
    No answers on this topic
    SAP
    Product was mostly available. A couple accessibility issues did exist when sending API calls, and there was either no response, or a delayed response.
    Read full review
    Support Rating
    Deltek Inc.
    Great implementation support, but haven't had many questions since.
    Incentivized
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    SAP
    SAP's customer service is quick and efficient, with a response time of fewer than some minutes. In either case, you'll get instant help from the vendor or online forums. In addition, the vendor provides excellent global support for this tool. Like Salesforce, SugarCRM, etc., it's probably fine as a standalone CRM option.
    Read full review
    Online Training
    Deltek Inc.
    No answers on this topic
    SAP
    Training was mostly completed over a couple conference calls, and reading the API documentation. Our developers were able to implement quickly after reading the documentation.
    Read full review
    Implementation Rating
    Deltek Inc.
    No answers on this topic
    SAP
    I would rate the implementation a 7. While the process overall was successful, there were challenges related to data migration, integration with other systems, and initial user adoption. However, the support from SAP during the implementation phase was helpful, and we were able to resolve the major issues as the process progressed.
    Incentivized
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    Alternatives Considered
    Deltek Inc.
    Timelog, e-conomic project module and podio
    Incentivized
    Read full review
    SAP
    These other products are not fully focused on sales. Of course you can create a workflow for your employees but they have too much info that youll probably won't end Up using. Also their AI assistance is not that accurate when you need some advice or personalized Insights. That's why we swapped to another software that was focused on the sales funnel.
    Incentivized
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    Scalability
    Deltek Inc.
    No answers on this topic
    SAP
    1. It much needed to the end-user like sales person and marketing team to read the real time analysis for better decision making and deal closing. 2. Cost calculation and tracking becomes easier on go. 3. HR department, sales and marketing teams are getting insights for further improvement of the process of sales and conversion rate. 4. Easier to know customer behavior and taste.
    Incentivized
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    Return on Investment
    Deltek Inc.
    • 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
    Read full review
    SAP
    • Integration with additional sales tools, such as LinkedIn Sales Navigator, greatly improves the speed and efficiency of our entire process.
    • Standard templates facilitate easy and efficient lead interaction.
    • The time is reduced and representative job productivity increases when SAP Sales Cloud is used.
    Incentivized
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    ScreenShots

    Deltek WorkBook Screenshots

    Screenshot of TasksScreenshot of Weekly SchedulesProduct screenshotScreenshot of Gantt Chart – Streamline project planning by converting and approved quotes into a schedule with drag ‘n drop resource allocation.Screenshot of Time Entry – Facilitate adoption and ensure accurate time data by integrating task management and time entry.Screenshot of Net Revenue Forecast – Reduce input errors and save valuable time by integrating resourcing, project management and finance to fully control AR and AP and get precise cash flow and net revenue forecasts.

    SAP Sales Cloud Screenshots

    Screenshot of the SAP Sales Cloud dashboard, where users can can automate critical selling processes and give sellers AI-based recommendations. The dashboard features:
Cloud deployment
A unified view of customers
An optimised mobile selling experience
AI-driven insights, recommendations, and analytics
Embedded generative AI highlights and summarization