Deltek TrafficLIVE vs. Workbooks

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Deltek TrafficLIVE
Score 4.0 out of 10
N/A
Deltek’s TrafficLIVE is a cloud-based agency management software solution. The vendor says that the solution provides unmatched visibility into an agency’s entire business; improves business processes and drives efficiency that sets an agency up for success and increased profitability. TrafficLIVE is designed to help agencies to be more connected, productive and profitable. The vendor says that with TrafficLIVE agencies can start: Attacking Over…N/A
Workbooks
Score 4.6 out of 10
N/A
Workbooks offers cloud-based CRM, marketing automation and business applications to the mid-market. Workbooks includes order management and fulfillment, invoicing, and supplier management. Workbooks aims to provide a single 360° view of customers, where the information is accessible anytime, anywhere.
$30
per user/per month
Pricing
Deltek TrafficLIVEWorkbooks
Editions & Modules
No answers on this topic
Workbooks CRM Edition
$30
per user/per month
Workbooks Business Edition
$65
per user/per month
Offerings
Pricing Offerings
Deltek TrafficLIVEWorkbooks
Free Trial
NoYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeRequiredOptional
Additional DetailsTrafficLIVE offers solutions for small to large agencies. Our prices range based on number of users and requirements.
More Pricing Information
Features
Deltek TrafficLIVEWorkbooks
Project Management
Comparison of Project Management features of Product A and Product B
Deltek TrafficLIVE
5.8
9 Ratings
26% below category average
Workbooks
-
Ratings
Task Management5.09 Ratings00 Ratings
Resource Management6.09 Ratings00 Ratings
Gantt Charts2.07 Ratings00 Ratings
Scheduling8.09 Ratings00 Ratings
Workflow Automation7.31 Ratings00 Ratings
Team Collaboration6.07 Ratings00 Ratings
Support for Waterfall Methodology7.15 Ratings00 Ratings
Document Management3.07 Ratings00 Ratings
Email integration5.51 Ratings00 Ratings
Timesheet Tracking8.09 Ratings00 Ratings
Change request and Case Management7.31 Ratings00 Ratings
Budget and Expense Management5.08 Ratings00 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
Deltek TrafficLIVE
2.0
7 Ratings
115% below category average
Workbooks
-
Ratings
Quotes/estimates2.07 Ratings00 Ratings
Invoicing2.07 Ratings00 Ratings
Project & financial reporting3.07 Ratings00 Ratings
Integration with accounting software1.07 Ratings00 Ratings
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Deltek TrafficLIVE
-
Ratings
Workbooks
7.7
9 Ratings
0% above category average
Customer data management / contact management00 Ratings8.59 Ratings
Workflow management00 Ratings8.27 Ratings
Territory management00 Ratings7.79 Ratings
Opportunity management00 Ratings8.89 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings6.49 Ratings
Contract management00 Ratings7.29 Ratings
Quote & order management00 Ratings7.68 Ratings
Interaction tracking00 Ratings6.48 Ratings
Channel / partner relationship management00 Ratings8.48 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Deltek TrafficLIVE
-
Ratings
Workbooks
6.3
8 Ratings
17% below category average
Case management00 Ratings6.28 Ratings
Call center management00 Ratings6.82 Ratings
Help desk management00 Ratings5.88 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Deltek TrafficLIVE
-
Ratings
Workbooks
7.3
7 Ratings
3% below category average
Lead management00 Ratings8.07 Ratings
Email marketing00 Ratings6.67 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Deltek TrafficLIVE
-
Ratings
Workbooks
7.5
9 Ratings
1% below category average
Task management00 Ratings7.77 Ratings
Billing and invoicing management00 Ratings6.88 Ratings
Reporting00 Ratings7.87 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Deltek TrafficLIVE
-
Ratings
Workbooks
8.6
8 Ratings
12% above category average
Forecasting00 Ratings8.28 Ratings
Pipeline visualization00 Ratings8.88 Ratings
Customizable reports00 Ratings8.88 Ratings
Customization
Comparison of Customization features of Product A and Product B
Deltek TrafficLIVE
-
Ratings
Workbooks
7.7
8 Ratings
2% above category average
Custom fields00 Ratings8.48 Ratings
Custom objects00 Ratings7.67 Ratings
Scripting environment00 Ratings7.56 Ratings
API for custom integration00 Ratings7.57 Ratings
Security
Comparison of Security features of Product A and Product B
Deltek TrafficLIVE
-
Ratings
Workbooks
7.5
8 Ratings
10% below category average
Single sign-on capability00 Ratings7.05 Ratings
Role-based user permissions00 Ratings8.07 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Deltek TrafficLIVE
-
Ratings
Workbooks
6.6
3 Ratings
9% below category average
Social data00 Ratings6.03 Ratings
Social engagement00 Ratings7.31 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Deltek TrafficLIVE
-
Ratings
Workbooks
6.9
6 Ratings
3% below category average
Marketing automation00 Ratings6.76 Ratings
Compensation management00 Ratings7.02 Ratings
Platform
Comparison of Platform features of Product A and Product B
Deltek TrafficLIVE
-
Ratings
Workbooks
4.2
7 Ratings
56% below category average
Mobile access00 Ratings4.27 Ratings
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Deltek TrafficLIVEWorkbooks
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User Ratings
Deltek TrafficLIVEWorkbooks
Likelihood to Recommend
4.0
(9 ratings)
7.0
(18 ratings)
Likelihood to Renew
-
(0 ratings)
8.5
(7 ratings)
Usability
-
(0 ratings)
7.3
(1 ratings)
Availability
-
(0 ratings)
9.1
(2 ratings)
Support Rating
-
(0 ratings)
8.2
(1 ratings)
Online Training
-
(0 ratings)
6.4
(1 ratings)
User Testimonials
Deltek TrafficLIVEWorkbooks
Likelihood to Recommend
Deltek, Inc.
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.
Read full review
Workbooks Online
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.
Read full review
Pros
Deltek, Inc.
  • 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.
Read full review
Workbooks Online
  • 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
Read full review
Cons
Deltek, Inc.
  • 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.
Read full review
Workbooks Online
  • 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).
Read full review
Likelihood to Renew
Deltek, Inc.
No answers on this topic
Workbooks Online
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.
Read full review
Reliability and Availability
Deltek, Inc.
No answers on this topic
Workbooks Online
Workbooks CRM never let me down.
Read full review
Online Training
Deltek, Inc.
No answers on this topic
Workbooks Online
Workbooks online trianing does what it needs to; but some training will always be better suited to face to face..
Read full review
Alternatives Considered
Deltek, Inc.
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.
Read full review
Workbooks Online
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.
Read full review
Return on Investment
Deltek, Inc.
  • 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.
Read full review
Workbooks Online
  • 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
Read full review
ScreenShots

Deltek TrafficLIVE Screenshots

Screenshot of TrafficLIVE Job Overview DashboardScreenshot of TrafficLIVE My CalendarScreenshot of TrafficLIVE Job Schedule Gantt ChartScreenshot of TrafficLIVE Resource & Capacity View

Workbooks Screenshots

Screenshot of Activity ManagementScreenshot of Dashboard for Customer ServiceScreenshot of Dashboard for SalesScreenshot of Marketing CampaignsScreenshot of Organisation RecordScreenshot of Person Record