What users are saying about
43 Ratings
4 Ratings
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Score 7.1 out of 100
43 Ratings
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Score 6 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

Zendesk Sell

Zendesk sell is best for organizations that want a clean and simple, yet powerfully effective CRM tool. It's intuitive, extremely user-friendly, supplies lots of video tutorials and access to the California team for FAQ's, and has all the features other, more complicated, expensive CRM's have. Great for institutions that have a need to tailor their database to fit your needs; and track sales, tasks, and pipeline projects in graphic form. It's affordable and has a great app for mobile phones that allows access to contacts, notes, tasks, and a workable platform while on the go in real time. It's simple to teach new users how to navigate and utilize. Adding or deleting users is simple, and access to the CRM information can be limited/private or made public for the entire team to access. Not as costly as some of the competing products, so if you are on a tight budget this may be the tool for you.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

Project Management

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

Professional Services Automation

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

Sales Force Automation

Deltek WorkBook
Zendesk Sell
4.9
Customer data management / contact management
Deltek WorkBook
Zendesk Sell
6.7
Workflow management
Deltek WorkBook
Zendesk Sell
4.0
Territory management
Deltek WorkBook
Zendesk Sell
2.9
Opportunity management
Deltek WorkBook
Zendesk Sell
6.0
Integration with email client (e.g., Outlook or Gmail)
Deltek WorkBook
Zendesk Sell
6.2
Contract management
Deltek WorkBook
Zendesk Sell
5.5
Quote & order management
Deltek WorkBook
Zendesk Sell
3.3
Interaction tracking
Deltek WorkBook
Zendesk Sell
6.0
Channel / partner relationship management
Deltek WorkBook
Zendesk Sell
3.3

Customer Service & Support

Deltek WorkBook
Zendesk Sell
3.2
Case management
Deltek WorkBook
Zendesk Sell
3.3
Call center management
Deltek WorkBook
Zendesk Sell
2.6
Help desk management
Deltek WorkBook
Zendesk Sell
3.9

Marketing Automation

Deltek WorkBook
Zendesk Sell
5.0
Lead management
Deltek WorkBook
Zendesk Sell
5.4
Email marketing
Deltek WorkBook
Zendesk Sell
4.6

CRM Project Management

Deltek WorkBook
Zendesk Sell
3.8
Task management
Deltek WorkBook
Zendesk Sell
4.7
Billing and invoicing management
Deltek WorkBook
Zendesk Sell
3.2
Reporting
Deltek WorkBook
Zendesk Sell
3.5

CRM Reporting & Analytics

Deltek WorkBook
Zendesk Sell
4.7
Forecasting
Deltek WorkBook
Zendesk Sell
4.3
Pipeline visualization
Deltek WorkBook
Zendesk Sell
5.4
Customizable reports
Deltek WorkBook
Zendesk Sell
4.4

Customization

Deltek WorkBook
Zendesk Sell
5.1
Custom fields
Deltek WorkBook
Zendesk Sell
6.9
Custom objects
Deltek WorkBook
Zendesk Sell
3.7
Scripting environment
Deltek WorkBook
Zendesk Sell
4.0
API for custom integration
Deltek WorkBook
Zendesk Sell
5.9

Security

Deltek WorkBook
Zendesk Sell
4.7
Single sign-on capability
Deltek WorkBook
Zendesk Sell
3.1
Role-based user permissions
Deltek WorkBook
Zendesk Sell
6.2

Social CRM

Deltek WorkBook
Zendesk Sell
3.1
Social data
Deltek WorkBook
Zendesk Sell
3.3
Social engagement
Deltek WorkBook
Zendesk Sell
2.9

Integrations with 3rd-party Software

Deltek WorkBook
Zendesk Sell
4.3
Marketing automation
Deltek WorkBook
Zendesk Sell
5.7
Compensation management
Deltek WorkBook
Zendesk Sell
2.9

Platform

Deltek WorkBook
Zendesk Sell
6.5
Mobile access
Deltek WorkBook
Zendesk Sell
6.5

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

Zendesk Sell

  • My favorite piece is the Tasks connected to the Clients OR the Deals themselves that keep the process moving with the right steps, and helps our team from doubling our work, or missing a piece that is crucial for the completion of the sale.
  • The email integration helps to keep all things housed in one place also, so that you're not bouncing back and forth in multiple platforms to stay on top of the orders.
  • Customizations are a HUGE part of why we use Base CRM right now. We can make sure we are recording all of the right information, and not wasting time by having to fill in or skip over content that doesn't apply to our business model.
  • I also like the ability to tied Deals to multiple people, especially as Referrals come across, so we don't forget how we got in touch with different clients.
bryan robison | 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

Zendesk Sell

  • My manager and I both tried the trial before we purchased Zendesk Sell. We had multiple and reoccurring times of signing in problems. Zendesk support was confused a handful of times as well. This got to be very old when one just wants to sign and start working
  • Customer support was very helpful at other times but when we finally needed to cancel as the login just never seemed to smooth out, and some other using options had cliches, we wouldn't just cancel over the phone OR via email. SO we had to keep and pay $59 for three more months, though never using the program.
  • I do not recommend them. We had several glitches that snagged the work flow and productivity. We are in process of finding a new CRM.
Faerie Grace | TrustRadius Reviewer

Likelihood to Renew

Deltek WorkBook

No score
No answers yet
No answers on this topic

Zendesk Sell

Zendesk Sell 3.0
Based on 1 answer
We have moved on to a more robust option of CMS.
Jeremy Doyle | TrustRadius Reviewer

Usability

Deltek WorkBook

No score
No answers yet
No answers on this topic

Zendesk Sell

Zendesk Sell 7.0
Based on 1 answer
It really is easy to use, but just not enough behind it.
Jeremy Doyle | TrustRadius Reviewer

Support Rating

Deltek WorkBook

No score
No answers yet
No answers on this topic

Zendesk Sell

Zendesk Sell 6.0
Based on 1 answer
The support team is good, but not great.
Jeremy Doyle | TrustRadius Reviewer

Online Training

Deltek WorkBook

No score
No answers yet
No answers on this topic

Zendesk Sell

Zendesk Sell 7.0
Based on 1 answer
This product has a great backing of users, but needs more options direct from Base CRM on all operations of the software. YouTube videos do a great job of helping implement, and the back end support is a great help as well. The CRM is a great free option, and should be treated as such.
Jeremy Doyle | TrustRadius Reviewer

Implementation Rating

Deltek WorkBook

No score
No answers yet
No answers on this topic

Zendesk Sell

Zendesk Sell 8.0
Based on 1 answer
Simple, and straight forward.
Jeremy Doyle | TrustRadius Reviewer

Alternatives Considered

Deltek WorkBook

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

Zendesk Sell

Simpler than most CRMs, which can be good if your sales team is not very tech savvy. We switched to HubSpot which provides a lot more value than Base did, but it isn't right for everyone. HubSpot is focused on capturing in-bound leads and has its own flaws and limitations, but overall it's a better fit for our needs.
Matt Suozzo | 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

Zendesk Sell

  • Using Base has allowed us to double the number of active sales and partner engagements that we can keep track of and make progress on.
  • This has led to us being able to follow up on many smaller deals that were falling through the cracks.
Matt Meinel | TrustRadius Reviewer

Screenshots

Zendesk Sell

Pricing Details

Deltek WorkBook

General

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

* per month

Zendesk Sell

General

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

Rating Summary

Likelihood to Recommend

Deltek WorkBook
7.1
Zendesk Sell
4.8

Likelihood to Renew

Deltek WorkBook
Zendesk Sell
3.0

Usability

Deltek WorkBook
Zendesk Sell
7.0

Support Rating

Deltek WorkBook
Zendesk Sell
6.0

Online Training

Deltek WorkBook
Zendesk Sell
7.0

Implementation Rating

Deltek WorkBook
Zendesk Sell
8.0

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