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Description

Crafted by industry experts, Deltek WorkBook serves as a comprehensive management solution tailored for agencies, offering effective strategies to foster growth. By simplifying the management of projects, personnel, and finances from start to finish, WorkBook enables you to concentrate on client needs while making informed decisions for the future, ensuring enhanced control, insights, and visibility whenever required. Additionally, by integrating Deltek ConceptShare, you can effortlessly incorporate online proofing into your project management processes without sacrificing essential features. Moreover, with the Deltek Power Launch implementation, you can rapidly adopt WorkBook’s tailored, role-specific configurations, further enhancing your agency’s management capabilities. This all-in-one best practice solution streamlines projects, resources, and finances, paving the way for your agency's growth. By refining project management and resource allocation, you can significantly elevate productivity and improve overall utilization rates. Embrace this innovative approach to agency management and witness the transformation in your operational efficiency.

Description

As virtual sales presentations become increasingly prevalent, it is essential to present product information in a format that is both easily accessible and conducive to effective sales discussions during video meetings. aWorkbook is crafted with the buyer's journey at the forefront, equipping you with the necessary tools to navigate through product selections while integrating all available brand materials such as videos, images, and 3D visuals. Implementing a ‘channel right’ product strategy emphasizes the importance of presenting the appropriate product to the corresponding buyer. The assortment planning capabilities of aWorkbook offer complete flexibility, allowing you to customize product details to align with your channel strategies. Building a strong relationship between the buyer and your brand is now more crucial than ever, as buyers seek to resonate with your values and marketing narratives to ensure they reflect their own. Additionally, aWorkbook offers essential tools for storytelling that enhance this connection and engagement with potential customers. In this way, it not only supports the sales process but also fosters a deeper understanding of your brand’s mission.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ActiveCampaign Yes 
BI Book Yes 
Deltek Replicon Time Yes 
Dropbox Yes 
Flexspring Yes 
GoSimplo Yes 
Google Drive Yes 
Google Workspace Yes 
Microsoft Dynamics 365 Yes 
Microsoft Dynamics 365 Business Central Yes 
Microsoft OneDrive Yes 
Project.BI Yes 
SAP Financials Yes 
Storagepipe Yes 
Sympa Yes 
Synatic Yes 

Integrations

ActiveCampaign No 
BI Book No 
Deltek Replicon Time No 
Dropbox No 
Flexspring No 
GoSimplo No 
Google Drive No 
Google Workspace No 
Microsoft Dynamics 365 No 
Microsoft Dynamics 365 Business Central No 
Microsoft OneDrive No 
Project.BI No 
SAP Financials No 
Storagepipe No 
Sympa No 
Synatic No 

Pricing Details

$19.00/month/user
Starting at $19 per user / per month
30 users minimum
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Deltek

Founded

1983

Country

United States

Website

www.deltek.com/en/products/project-erp/workbook

Vendor Details

Company Name

aWorkbook

Founded

2004

Country

United Kingdom

Website

www.aworkbook.com

Product Features

Advertising Agency

Campaign Management Yes 
Collaboration Yes 
Document Management Yes 
File Sharing Yes 
Project Management Yes 
Task Management Yes 
Time Tracking Yes 

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

Product Features

Catalog Management

Catalog Creation Yes 
Content Library Yes 
Content Management No 
Cross Selling Functionality Yes 
Custom Product Attributes Yes 
Customizable Catalogs Yes 
Desktop Publishing No 
Pricing Management Yes 
Product Comparison Yes 
Search Yes 

Order Management

Back Order Management No 
Catalog Management Yes 
Inventory Management No 
Order Entry Yes 
Order Fulfillment Yes 
Order Tracking No 
Recurring Orders No 
Returns Management No 
Shipping Management No 
Special Order Management No 

Sales Enablement

Collaboration Yes 
Contact Management No 
Content Management Yes 
Document Management Yes 
Goals / Quota Management No 
Lead Management No 
Meeting Management No 
Performance Management No 
Presentation Management Yes 
Proposal Management Yes 
Territory Management No 
Training Management No 

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