Deltek Vision (legacy product) vs. Zoho One

Deltek Vision is perfect for both small and large businesses to implement. Especially when this program can be hosted in the cloud, users then can access from anywhere across the globe via the internet to print reports & track time spent on various projects.

Incentivized

Zoho One helps me to create and document each of my closures by creating deals. Zoho One helps me to generate reports, which helps me to track my contact. Zoho One helps me on creating tasks and reminds me to get it done on time. Zoho One keeps each steps and actions I took from lead to a deal.

Incentivized

• The ability to build out your own user-defined fields, grids, and even whole Info Centers is a huge plus. We can build out what we need in-house, without needing to engage outside consultants for most needs.
• The ability to create both user-initiated and scheduled workflows allows us to add intelligence to our actions within the system. We have weekly scheduled reports going out to the various levels of our organization, as well as workflows to trigger multiple field updates, alerts, emails, etc. to keep necessary people on the path and informed.

Incentivized

• Customized dashboards
• Easy to see the kpis for different aspects of my business
• And offers a consolidation of CRM campaign and other applications without having to use other technologies from other companies so it's great to consulate consolidated
• The analytics is great what else
• Collaboration tools are excellent

Incentivized

• Mac users have a different view from PC users and it is not as robust as what you can do on a PC.
• You can only access the platform through Internet Explorer on a PC, which is an outdated browser not a lot of employees use for anything else.
• User interface is a bit outdated, it could use a refresh.

Incentivized

• In my opinion, SUPPORT IS AWFUL!!!
• If you want to get in touch with a support representative, your best bet is to call the sales number and demand to speak with an agent.
• Each of the tools operates in a silo, from a support perspective. Some applications, like books, have chat-based support and others require an e-mail.
• In my experience, expect any e-mail to the main support e-mail to go unanswered.
• The first year of support was great, but after we renewed for the second year, it has become terrible.

Because we are looking to upgrade to the next software level of Deltek.

Incentivized

It's on the verge of being awesome. Right now it's a matter of money -- if you have the money to hire consultants round the clock, yeah this is awesome.

Incentivized

ZOHO is very easy to use. All you need to do is follow the steps and features aligned in it. ZOHO doesn't need complex coding or training; anyone can easily access and use it. You may feel a bit of difficulty initially, but show me an easy tool when you are using it for the first time.

Incentivized

99% of the customer service specialists and technicians that I've encountered are quite awesome!

Incentivized

Support is great as a customer, as a partner I get moved to that team more often and find issues in the support being provided. It also appears that the support agents do not take into account all the information provided and default back to the "step 1 of the playbook" instead of taking into account the business reason the support is being requested and understanding the steps already taken.

Incentivized

I've used QuickBooks Online and other QuickBooks products but they were not for the same purposes as my experience with Deltek. I also was not part of the team that selected Deltek as that was prior to my arrival at my firm.

Incentivized

The primary reason we switched from Daylite is when we started using Virtual Assistants and wanted a cloud based alternative which Daylite didn't provide. We left MYOB when I think it stopped supporting Apple computers. We left AccountEdge when it stopped supporting payroll tax tables for Apple computers. Thankfully, each time we left one software company we were led to Zoho and have remained ever since.

Incentivized

• Deltek Vision allows us to configure the standard info centers to capture the information we need to support our business model and decision making processes. We are able to create user-defined fields (date, numeric, currency, character, drop down list, pick lists, memo/rtf and relational database fields) on both standard tabs and user-defined tabs. This has made the product very valuable to using the system to support our business policies and help data management to support decisions easier.
• Deltek Vision's custom proposal module and government forms modules shaves hours off of proposal preparation. Because Deltek Vision is the "source of truth" for our employee history and project history we are able to easily and quickly pull information from Vision onto proposal templates in minutes. Pulling information from a centralized repository gives our users confidence in the data, employee updates/feedback are made one time (in Vision) rather than every time a new proposal document is put in front of the employee, and gives our marketing professionals the extra time needed to craft the proposal to meet the RFP and client requested information. We use Deltek Vision to support of Strategic Plan goal for our company growing and win more work!
• Deltek Vision has utilities that can be managed by designated system administrators. You don't have to have a SQL expert or DBA on staff to write basic workflows, queries and reports. If you have savvy staff on hand, that takes the time to learn the front end of the Vision product, you will be able to set up some automation and configuration that doesn't require an expert. Deltek Vision also allows you to design the layout of your screens using a easy Screen Designer tool.

• Projects is a lifeline for the onboarding team, as it does the major heavy lifting in onboarding project management
• Data flow between apps is a must have for contextual information to pass on between teams
• In terms of ROI, it happens much quicker compared to having multiple apps to do the job, as Zoho One is a lot cheaper than having many tools.

Incentivized