Deltek WorkBook vs. Veeva CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Deltek WorkBook
Score 8.3 out of 10
N/A
Now 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
Veeva CRM
Score 9.3 out of 10
N/A
Veeva CRM is a customer relationship management (CRM) solution with features such as collaboration, sales utilization and alignment, and customer engagement.N/A
Pricing
Deltek WorkBookVeeva CRM
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Deltek WorkBookVeeva CRM
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
Features
Deltek WorkBookVeeva CRM
Project Management
Comparison of Project Management features of Product A and Product B
Deltek WorkBook
4.6
3 Ratings
50% below category average
Veeva CRM
-
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 Product A and Product B
Deltek WorkBook
9.0
3 Ratings
16% above category average
Veeva CRM
-
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 Product A and Product B
Deltek WorkBook
-
Ratings
Veeva CRM
7.6
3 Ratings
4% below category average
Customer data management / contact management00 Ratings8.03 Ratings
Workflow management00 Ratings8.13 Ratings
Territory management00 Ratings7.13 Ratings
Opportunity management00 Ratings8.02 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings7.62 Ratings
Contract management00 Ratings7.12 Ratings
Quote & order management00 Ratings6.12 Ratings
Interaction tracking00 Ratings8.33 Ratings
Channel / partner relationship management00 Ratings8.02 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Deltek WorkBook
-
Ratings
Veeva CRM
8.0
2 Ratings
3% above category average
Case management00 Ratings8.02 Ratings
Call center management00 Ratings8.01 Ratings
Help desk management00 Ratings8.01 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Deltek WorkBook
-
Ratings
Veeva CRM
7.1
2 Ratings
10% below category average
Lead management00 Ratings7.02 Ratings
Email marketing00 Ratings7.12 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Deltek WorkBook
-
Ratings
Veeva CRM
7.5
2 Ratings
3% below category average
Task management00 Ratings8.02 Ratings
Billing and invoicing management00 Ratings7.62 Ratings
Reporting00 Ratings6.92 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Deltek WorkBook
-
Ratings
Veeva CRM
6.4
3 Ratings
19% below category average
Forecasting00 Ratings6.12 Ratings
Pipeline visualization00 Ratings7.72 Ratings
Customizable reports00 Ratings5.53 Ratings
Customization
Comparison of Customization features of Product A and Product B
Deltek WorkBook
-
Ratings
Veeva CRM
7.4
3 Ratings
5% below category average
Custom fields00 Ratings7.23 Ratings
Custom objects00 Ratings7.23 Ratings
Scripting environment00 Ratings7.32 Ratings
API for custom integration00 Ratings7.93 Ratings
Security
Comparison of Security features of Product A and Product B
Deltek WorkBook
-
Ratings
Veeva CRM
9.0
3 Ratings
6% above category average
Single sign-on capability00 Ratings9.03 Ratings
Role-based user permissions00 Ratings9.03 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Deltek WorkBook
-
Ratings
Veeva CRM
8.5
1 Ratings
13% above category average
Social data00 Ratings8.01 Ratings
Social engagement00 Ratings9.01 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Deltek WorkBook
-
Ratings
Veeva CRM
9.0
1 Ratings
19% above category average
Marketing automation00 Ratings9.01 Ratings
Platform
Comparison of Platform features of Product A and Product B
Deltek WorkBook
-
Ratings
Veeva CRM
9.2
3 Ratings
19% above category average
Mobile access00 Ratings9.23 Ratings
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User Ratings
Deltek WorkBookVeeva CRM
Likelihood to Recommend
8.0
(3 ratings)
8.1
(3 ratings)
Usability
9.0
(1 ratings)
-
(0 ratings)
Support Rating
9.0
(1 ratings)
-
(0 ratings)
User Testimonials
Deltek WorkBookVeeva CRM
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.
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Veeva Systems
Good for larger teams with a lot of activities and therefore a good justification for the investment. Great for 'as above' + the companies looking to integrate Veeva CRM with other Veeva offerings, such as Align, Inslight, Zinc/PromoMats etc. Not so great for smaller organisations or those with more slightly more restricting budgets.
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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
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Veeva Systems
  • Easily accessible with any devices such as ipads, iphones and desktop
  • Data mining - system provides insightful information to users which are targeted for each customer
  • Increases productivity of field staffs
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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.
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Veeva Systems
  • Configuration flexibility specific to Medical continues to be a challenge to differentiate from Commercial
  • Standardization of permissions and customization across teams
  • Pricing
Read full review
Usability
Deltek, Inc.
Gets the job done, just not the sexiest.
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Veeva Systems
No answers on this topic
Support Rating
Deltek, Inc.
Great implementation support, but haven't had many questions since.
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Veeva Systems
No answers on this topic
Alternatives Considered
Deltek, Inc.
Timelog, e-conomic project module and podio
Read full review
Veeva Systems
As Veeva CRM is built on Salesforce' platform, both solutions have rather similar look, feel and offered set of functionalities. Veeva CRM is geared up specifically for the pharmaceutical industry - to my understanding, there is an agreement between the companies, preventing Salesforce.com from stepping into the pharma market. So if you are familiar with the Salesforce.com experience - from the solution to their implementation, training and support approaches - you can expect similar from Veeva (CRM).
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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.
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Veeva Systems
  • The system has allowed our field staff to be more efficient
  • Target marketing based on the data analytics
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ScreenShots

Deltek WorkBook Screenshots

Screenshot of TasksScreenshot of Weekly SchedulesScreenshot of Screenshot 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.