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 6.4 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

TargetX

TargetX is very well suited for smaller colleges who do not have all of the resources to manage a pure Salesforce environment for their CRM. They provide great support and direction for different business use cases. They have a product that has been around longer than any other higher ed CRM solution out there in regards to Salesforce. It is likely less appropriate for a school that has a lot of resources and could handle using Salesforce and their HEDA approach to higher ed CRM solutions.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Project Management

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

Professional Services Automation

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

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

TargetX

  • Addresses the higher education infrastructure to integrate Salesforce
  • Email marketing is done at huge cost savings over other marketing platforms in Salesforce
  • Helps facilitate events on an off-campus
  • Helps our admissions counselors keep up on tasks and contacts
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

TargetX

  • When sending large volumes of email the campaigns can be slow to send
  • The events functions are not as robust as some of the competition
  • Their telemarketing component has not been updated in a while and leaves a bit for current call centers.
Anonymous | TrustRadius Reviewer

Alternatives Considered

Deltek WorkBook

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

TargetX

We transitioned from Hobsons older CRM, Connect, as it was an aging CRM that was not going to be supported much longer. TargetX was right for us at the time as Salesforce did not have a pure data structure for higher education. TargetX provided all of the support and infrastructure to get a Salesforce CRM suited for higher ed. Hobsons Radius is their newer CRM but it is not based on Salesforce and thus is not the leading industry standard.
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

TargetX

  • We have saved a great deal of money on email campaigns with over half a million contacts
  • Managing of on-campus event registration has been very successful for us.
  • By creating a call center using their Telemarketing component we have been able to increase our enrollment for a number of programs
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

TargetX

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

Deltek WorkBook
7.1
TargetX
5.0

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