SherpaDesk vs. Upland PSA

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
SherpaDesk
Score 8.4 out of 10
Mid-Size Companies (51-1,000 employees)
SherpaDesk is a help desk / ticketing platform with time tracking, invoice generation, and business intelligence capabilities.
$0
per agent
Upland PSA
Score 5.8 out of 10
N/A
Upland PSA helps professional services teams grow their business.
$15
per month
Pricing
SherpaDeskUpland PSA
Editions & Modules
1st Tech Free
$0
per agent
Adventure Package
$39
per agent
No answers on this topic
Offerings
Pricing Offerings
SherpaDeskUpland PSA
Free Trial
YesYes
Free/Freemium Version
YesNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
SherpaDeskUpland PSA
Features
SherpaDeskUpland PSA
Incident and problem management
Comparison of Incident and problem management features of Product A and Product B
SherpaDesk
8.5
3 Ratings
4% above category average
Upland PSA
-
Ratings
Organize and prioritize service tickets9.12 Ratings00 Ratings
Subscription-based notifications9.11 Ratings00 Ratings
ITSM collaboration and documentation6.82 Ratings00 Ratings
Ticket creation and submission8.93 Ratings00 Ratings
Ticket response8.93 Ratings00 Ratings
Self Help Community
Comparison of Self Help Community features of Product A and Product B
SherpaDesk
7.3
1 Ratings
9% below category average
Upland PSA
-
Ratings
External knowledge base5.51 Ratings00 Ratings
Internal knowledge base9.11 Ratings00 Ratings
Multi-Channel Help
Comparison of Multi-Channel Help features of Product A and Product B
SherpaDesk
9.1
2 Ratings
13% above category average
Upland PSA
-
Ratings
Customer portal9.12 Ratings00 Ratings
Email support9.12 Ratings00 Ratings
Help Desk CRM integration9.11 Ratings00 Ratings
Best Alternatives
SherpaDeskUpland PSA
Small Businesses
Agiloft Service Desk (discontinued)
Agiloft Service Desk (discontinued)
Score 9.0 out of 10
HaloPSA
HaloPSA
Score 8.1 out of 10
Medium-sized Companies
Agiloft Service Desk (discontinued)
Agiloft Service Desk (discontinued)
Score 9.0 out of 10
Planview AdaptiveWork
Planview AdaptiveWork
Score 8.1 out of 10
Enterprises
SysAid
SysAid
Score 8.9 out of 10
Planview AdaptiveWork
Planview AdaptiveWork
Score 8.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
SherpaDeskUpland PSA
Likelihood to Recommend
8.0
(3 ratings)
6.0
(11 ratings)
Likelihood to Renew
-
(0 ratings)
7.0
(6 ratings)
Usability
-
(0 ratings)
8.0
(1 ratings)
Support Rating
-
(0 ratings)
9.0
(1 ratings)
Implementation Rating
-
(0 ratings)
9.0
(1 ratings)
User Testimonials
SherpaDeskUpland PSA
Likelihood to Recommend
SherpaDesk
[It's] well suited for cloud support applications as there's no installation or maintenance required.
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Upland Software
We have discovered over the last few years using Tenrox that we could adapt our needs or processes to fit in the Tenrox box rather than adapting Tenrox to fit in ours completely. I feel like Tenrox would be better suited for a company that has fewer clients and projects over the course of a year, as well as fewer users. We have approximately 350 clients, 21,077 projects in Tenrox at this exact moment (we close projects as we can), 188 active users currently, and 415,635 tasks (some of course assigned to now closed projects).
With this much information hosted through the Tenrox cloud server, we experience increased lag time frequently. This causes a lot of unwanted rejection towards Tenrox in our company.
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Pros
SherpaDesk
  • Ticketing is very fast & easy
  • Tracking time is fast
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Upland Software
  • We love that our timesheets are pre-populated with all our employee's assigned contracts and we get to control what is on their timesheet as far as funder and contract codes.
  • Tenrox did very well with our integration and getting a timesheet that exports well with our payroll provider.
  • Tenrox has a great email reminder system for when people need to submit or approve timesheets.
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Cons
SherpaDesk
  • Its ability to switch between tickets, assets, etc., is a little clunky. A static menu bar would be helpful.
  • The ability to see the latest update in the ticket view.
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Upland Software
  • Tax calculation per state tax rules. Tenrox's current capabilities relative to tax codes is extremely limited and we have to do several time-consuming work-arounds in order to apply the tax as needed for our business. What is particularly frustrating about this aspect is that our need is based on tax laws and codes set by states and I feel a financial system should be able to sufficiently structure for legally-defined tax codes.
  • Tenrox Project Planning add-on module. This portion of the system has never worked as seamlessly as you would assume given they were designed to work together. We've run in to many bugs and just oddities over the years. It's very finicky in my experience. We only use TPP for a small portion of our projects - those being our smaller or need to have huge task lists per client naming requirements.
  • (The bad that became the good!) In the past, we have had significant customer-service challenges with Tenrox and then Upland, however over the past several months we have noticed a marked change in this. If we had not previously experienced issues with the customer service, I would not have any issue with the level of service that we are currently receiving. Given the history, I am cautiously optimistic that our current level of customer service will continue. I think our service concerns finally reached the 'right' people and I am reasonably confident the positive changes are here to stay!
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Likelihood to Renew
SherpaDesk
No answers on this topic
Upland Software
I am not in charge of renewing the Tenrox contract. However, if it was up to me, I would renew in a heartbeat. Tenrox is an asset to our organization and it keeps us focused. I am not aware of other products similar to Tenrox that provide the depth that they do.
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Usability
SherpaDesk
No answers on this topic
Upland Software
I feel like if the user interface could combine time and expense for users to be entered on one screen rather than two completely separate locations it would greatly improve usability. If the expense entry process could be improved completely, it would greatly improve the usability as well. Everything else within Tenrox, makes everything very user friendly.
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Support Rating
SherpaDesk
No answers on this topic
Upland Software
The support team is always very helpful and strives to ensure they have met your needs and corrected your issues in a timely manner. If they need more information or cannot recreate the issue themselves, then they will follow-up to gather the necessary data themselves. They are constantly striving to meet the needs of all users and understand so many different industries and types of environments out there, it is very impressive.
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Implementation Rating
SherpaDesk
No answers on this topic
Upland Software
The main thing with implementation is to make sure you have taken full advantage of the "sandbox testing" site that Tenrox provides to you during development. Try out every scenario you can think of, have other people enter information if needed, so that you can make sure you have not missed any big items. If you have the opportunity, roll out implementation to small groups of users. Depending on how your company is set up, I would choose groups that are not all in the same department so that you can address questions across all areas before adding in more users in the next wave of implementation.
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Alternatives Considered
SherpaDesk
When looking for solutions for our business, I personally looked at Aautotask. I am not the decision maker so I don't know what my boss looked at in full. Autotask seems good. It looked like it got a bit complicated and may be for very large enterprise customers. Just lots of features that we don't need.
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Upland Software
The Tenrox software looks and feels older and is not as user friendly! Harvest, for example, is an upgraded version that is easier to track and compile. This is what I'm comparing it to and it's not even close! We only selected Tenrox because it was cheaper and we had a connection in the company with someone at Tenrox to use that platform. We are currently looking for a change.
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Return on Investment
SherpaDesk
  • As a single freelance consultant Sherpadesk has exceptional ROI because it's free but if my company had more support people I would definetly go with SherpaDesk again.
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Upland Software
  • Tracking, tracking, tracking. It keeps the data we need and gives us the ability to look at it in countless different ways with just a few clicks, which is a big time saver. Without Tenrox, we would definitely have to increase our headcount in order to accomplish billing and payroll.
  • We recently were able to automate a huge portion of business that was still (yes, still in 2014!) being managed out of an Excel spreadsheet. We experienced a great deal of resistance to the change with our own employees, however now that we have it going we have cleaned up our invoicing and impressed the highest-financial officer for two consecutive months - our first/only two months billing directly from Tenrox for that group.
  • A newer development for our team - Some client managers in the other divisions our company have begun to look at what we are able to do with Tenrox and our other primary system and get some of their work moved over to our group. This is great and is giving us new opportunities - we will likely need to increase the headcount of our admin. team, but for a good reason (too much work coming our way!).
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ScreenShots

SherpaDesk Screenshots

Screenshot of Techs get instant access to what needs to be done and how they are performing against their teamScreenshot of Manage all open tickets and sort by priority on what needs to be completed firstScreenshot of Track and enter all billable and non-billable timeScreenshot of Review project progress and profitabilityScreenshot of Create flexible rate plans and compile invoices that can be sent out through QuickBooks or FreshBooks integrationsScreenshot of Update customer requests, add time and expenses remotely