Deltek Vantagepoint vs. Workbooks

It is well suited to connecting customer relationship databases and a project lifecycle. Business development people and other personnel should be able to get good use out of it in their daily jobs and functions. It is helpful to keep a record of ongoing projects and new pursuits among the team.

Incentivized

Workbooks offers great support, as do ( in our experience) local partners. It works really well for our sales and marketing departments. Workbooks is really effective in tracking our marketing campaigns. It also keeps tabs on existing clients, and gives insight on how quickly potentials are turned to customers.

As with all CRM it strongly depends on how well it is being maintained and used by the user. We have found that with the ease of use of Workbooks its become much less of an issue. Where as before we didn't only look at the data produced but actually had to keep track of the system being used accurately. We constantly needed to keep tabs on the actual level of maintaining.

The fact that we see data being produced organically (naturally being updated and tracked) to me is a testament of the user friendly nature of workbooks.

• Time logging
• Checking remaining PTO
• Checking total hours on a project.

Incentivized

• 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

• Reporting is very clunky and anything but intuitive.
• Compared to Vision, Vantagepoint layouts are very cookie-cutter. The latest release allows you to create up to 5 columns, still, it is so much less customizable than Vision in look and feel.
• Customer service is poor. If you have a question or issue you can expect it to be addressed in 2-4 weeks, minimum.
• Software testing has been poor in the past. Too many bugs have made it through to release on things that should have easily been caught, such as certain workflows not working, etc.

Incentivized

• We use it for support but find it difficult to easily link support emails that arrive to organisations, it requires a lot of manual input to open/close a case
• The flexibility can be a hindrance as it can be difficult to work out exactly what you wish to see, especially in reports. Sometimes a simple report is all thats required but it provides a lot of information
• Can sometimes be a little slow and goes down from time to time but this is fairly rare

Incentivized

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.

It is ok to use; it is not the easiest to use in terms of usability and user-friendliness but it is not the worst. It still feels somewhat outdated. Many cloud options are cleaner or look more modern. But it is good enough and you should be able to get the hang of it.

Incentivized

Workbooks CRM never let me down.

I would rate Deltek VantagePoint highly in terms of the overall support. You can receive support any time you need it and there is a representative from Deltek assigned to your account so that you can always get the help when you need it. Sometimes, they want to go more in-depth than I would like, however.

Incentivized

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

The one-stop-shop of CRM, accounting, reporting, and planning is the biggest appeal for Vantagepoint. When you set up your system to provide a "single source of truth" it makes use of other systems impractical and obsolete. Other systems can provide a portion (CRM, accounting, planning, etc.) of what Vantagepoint offers in a single package, but very few provide the one-stop-shop Vantagepoint provides.

Incentivized

Workbooks is highly customizable, affordable, scalable, and a workhorse when it comes to being able to design a system to get things done. There is almost no limitations to what can be done with it, and even if you don't want to use their built in automation engine to design highly specific workflows, the functionality out of the gates is a tremendous asset for most businesses

• It had no ROI for us

Incentivized

• Tracking of customers who are in active support or not has benefited the support team's time by not supporting non paying customers.
• Keeping track of why sales are won or lost has meant we can call upon times when new leads have the same characteristics as old wins/loses.
• Creating auto invoicing scripts has drastically cut the finance team's invoicing time.

Incentivized