Verint Workforce Management is a solution that
forecasts customer demand, analyzes and predicts the number of employees
needed, and optimizes employee schedules to align with demand across contact
center and back-office operations, to help organizations to meet CX and efficiency
goals.
Verint WFM is part of Verint Open Platform,
which helps organizations' customer service operations to lower costs and elevate EX and CX
with AI-powered bots that automate CX workflows. The…
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Zoho Books
Score8.8 out of 10
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Zoho Books is an accounting solution that is designed to help small businesses manage their finances. This solution includes dashboards and a wide variety of reports. Business users can automate tasks and set up custom workflows.
Zoho offers a 14 day free trial.
$20
per month
Pricing
Verint Workforce Management
Zoho Books
Editions & Modules
WFM Enterprise
-
per month per user
WFM Enterprise SaaS
-
per month per user
Free
$0
For businesses with turnover <50K USD per annum
Standard
$20
per month per org
Professional
$50
per month per org
Premium
$70
per month per org
Offerings
Pricing Offerings
Verint Workforce Management
Zoho Books
Free Trial
No
Yes
Free/Freemium Version
No
Yes
Premium Consulting/Integration Services
Yes
No
Entry-level Setup Fee
No setup fee
No setup fee
Additional Details
Verint offers a named user pricing model with SaaS and on-premise delivery methods.
Zoho Books is available for both monthly and yearly plans. Users who sign up for the annual plan get a discount.
I think Verint Workforce Managementi s well suited for all scenarios. No system is perfect, but understanding the gaps allow you to be effective considering those gaps. The one scenario I can think of is if you don't need to forecast. We have some departments where volume is controlled (example Outbound). Because of the business model we have staffing on a given day or hour isn't important. Only agents are working 40 hours a week.
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
If using other cloud applications and you wish to create Zoho Books transactions via APIs, Zoho Books is great. The overall UI and flow of the application are great. If you need a detailed job cost accounting solution and robust reporting there is some room for improvement here.
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
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
Zoho Books invoicing and receipting features are second to none. We find it easy to quickly invoice clients and add items to their bills and also for our own receipting internally.
The accounting features are great for our accounting team to be able to see where we are financially and how the business is doing.
The ability to add contacts and run a mini CRM channel with clients within Zoho is invaluable. Since we use this in conjunction with our other CRM channels, it helps to have a centralized place to follow up and see through a sales funnel.
Zoho Books allows us to take payments from clients around the globe a feature we didn't have when we used another accounting system.
The pricing for Zoho Books is fairly reasonable for an SME organization which is a great for us as it pays itself back many times over every month.
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
Usability from the end user. Our leaders in particular struggle with navigation and getting the information they need
Forecasting solutions outside of the basic call center. We do forecasting for back office groups and need to use different models than what is offered today, This requires us to do forecasting outside of Verint Workforce Management.
Improved Schedule Change request. Our business has a more flexible model for SCR. While we use the shift bid for other purposes, we need more flexible way to allow reps to submit for SCR
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
Zoho Books is only available in Texas and California. There is no integration allowed for paying employee expenses. The absolute worst aspect is the fact that if you make even the slightest error in data input there is no backing up. You cannot undo an error.
The system does not allow change once implemented, so you must get every one of your beginning balances perfect. The practice of Journal Entries is cumbersome. When reconciling, Zoho Books has adopted a number of required steps that significantly overcomplicate reconciliation using practices that are not consistent with general accounting principles in the US.
On the customer side, you must look in two places to see the beginning balance and the current receivables that might exist for current invoicing.
The way the system works, you must avoid having much trust with the balances depicted. So far, it appears that Zoho Books uses what we called in school "that new math."
It would be terrifying to rely on this bookkeeping system to support an IRS Audit. The system violates too many fundamental accounting principles.
The software is used by so few people that there is concern that we might never find a skilled bookkeeper.
Whilst Verint Workforce Management is doing much of the work we were hoping it would do, there are some limitations that cause hesitancy when deciding if it is the tool for the future. No further exploration has taken place to seek alternatives to date. It is good for the Contact element of our business but not for the rest of the business, meaning we have to use two planning tools currently.
As someone who was new to the WFM world just over 2 years ago but very tech savvy I found it very not user friendly. The interface is not intuitive from a rep perspective or an administrator perspective. While Verint Workforce Management could benefit many organizations at our company the user interface is holding back other organizations from wanting to implement it.
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
Customization is the biggest struggle for us and most of the time we need to involve a tech person. The chat support is a great feature and very helpful. It would be great to be able to customize and create invoices and correspondence (templates) such are reminders in multiple languages within one organization. The currency (USD) would be the same. We have clients in different countries that don't speak English but pay in USD.
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
The team always work diligently to provide answers to my questions and fixes to my issues. The support team has remained consistent and is familiar with our business needs and that is something that is very beneficial as we grow and change
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
The support team feels very disjointed. We have filtered through a number of "lead" contacts and are frequently spammed by other Zoho members. Once getting an appropriate support contact on the phone - the team is very helpful, it just takes a lot of hoop jumping to get there. We actually unsubscribed from their support package as we were not getting the value we were looking for.
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
Training was covered in full day sessions that went very fast with no way of recording the information for later review. This made it hard to capture & retain all the details of information.
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
Training is more broad on specific use cases. It would be good to have training based on our current situations as we deal with so many unique setups & client needs.
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
The team helping us did a great job training our WFM leaders on how to use the tool from forecasting, to schedule updates to maintenance. They allowed us to be involved in implementation but also did a lot of the initial heavy lifting allowing us to stay focussed on the tasks at hand. It was a great experience and one I would hope occurs again should we ever need to implement a new tool again.
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
I find that Verint wants to give you a lot of customisation options, but this can potentially lead to a lot of work, but is also offers us something that we didn't have before, the opportunity to give benefits back to our employees with tools like request leave, shift swap, shift bidding, timeflex, etc. This is why we chose Verint Workforce Management.
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 had a lot of problems with Exact Online, support-wise and price-wise. So Zoho Books wins on every point there. While Exact offers way more options, it tends to be really slow... and complex. Again Zoho Books wins. If you want an easy-to-use tool and not pay a lot of money, or if you are a small administration office with a few clients, this tool will be perfect for you.
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
Staffing optimization - With the Verint tool, we have been able to optimize our workforce, reduce our staff and centralize our processes.
Employee Engagement - Our employees always know where their performance stands so they can take ownership in their performance.
We have implemented WFM in several areas of the company and have been able to improve those departments which have never had a tool to help in back office operations.
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. TR verified that a representative sample of customers was invited. More Info
Integration: Zoho Books offers out of the box integrations to extend the functionality and connect with the applications you love like MailChimp, Microsoft Outlook, PandaDoc, and Quickbooks, etc.
Flexibility makes Zoho Books great!
Since I can use forecast reports, I can create customizable sales forecast data from the dashboard to accurately measure revenue forecasts and establish sales quotas.
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
