Deltek TrafficLIVE vs. Workbooks

Traffic is suitable for most agencies, regardless of size. You don't need to use all of the features in order to get good results. And it can be linked to Maconomy which is useful for larger agencies. We have around 80 employees and it works great.

It's a really great system for small to medium organizations that are willing to spend some time thinking about how their workflow can be improved by designing processes which will allow them to streamline and automate their business. For people who are not serious about making a commitment to bettering their business, Workbooks may not be a correct fit. For instance there are a lot of features which many people think they don't need, but they haven't really spent the time to figure out what the needs of the business are. The nice thing about Workbooks is that you can turn off things you don't need, and then when the business demands, they will be there for you to utilize.

• The time sheet area is really good - it's easy to drag and drop and fill in time sheets with allocated tasks quickly, which makes it more likely that people will actually do it!
• It's invaluable to be able to see the time spent on different tasks across a job - both for keeping track of ongoing projects, but also to plan resourcing and costs for the next time.
• It's useful to be able to mark parts of a job as 'complete' before the full job is finished - this makes it easier to track which tasks still have to be finished, and makes sure that people are tracking time to the correct task within the job.
• Job templates are very useful to make sure the same set of tasks is added to each job automatically.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Sales process management from enquiry to delivery of product
• This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books
• Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes
• The FD loved it
• The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency
• Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over

• I would like to be able to colour code my clients, so I can see at a snapshot what projects staff are working on.
• I would like to be able to colour code staff holidays, public holidays so I can easily see what resources I have available.
• As an administrator, I can't see at a glance the actual time spent on a task work or comments a user has logged.

Incentivized

Invited by the Vendor

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc.
• While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet.
• I am sure that would increase productivity even further (if it's of the same standard as the main environment).

the product works. support has been good or great so far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.

Workbooks CRM never let me down.

Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..

Deltek TrafficLIVE was the pre-existing system when I joined the company. When we decided to purchase a new system, we considered a number of options such as Kimble PSA, Oracle NetSuite & Mavenlink. We decided to go ahead with Kimble PSA because we felt that as a package, it provided all the functionality we need against its competitors. It had far more functionality than TrafficLIVE and was more suited to the scale of our business.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Much more clarity as to how much time each different type of brief should take to complete as we can back reference as to how long it took last season.
• It has lead to better customer service. We can visibly demonstrate where we are with jobs and who has been assigned. In the past verbally confirming the different stages did not always convince the project leaders that they were being given the actual real time.
• From the Studio users point of view it has empowered them to manage their time more efficiently. If they receive a request to move onto another job their calendars can be reviewed to see if they are available or not.

• Allows us easy management of leads and clear visibility of opportunities for the sales team
• User levels allows us to lock down various parts of the system to only allow them to view or edit certain areas
• Allows us to manage customers in one piece of software and avoid having to use separate software for support, sales and operations

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info