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Salesforce CRM vs workbooks.com: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Salesforce CRM vs. workbooks.com is based on a specific set of business needs and context. The comparison uses 106561 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Salesforce CRM and workbooks.com

Salesforce CRM, workbooks.com, HubSpot CRM, Zoho CRM, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Salesforce CRM covers Engagement Management, Contact List Management, Communication Management with E-Mail, Sales Document Management, etc.

workbooks.com focuses on Sales Document Management, Engagement Management, Lead Tracking, Contact List Management, etc.

"Trailhead has made learning Salesforce so much more accessible for me and my colleagues. " - Tami Lau

"This Process Became Too Arduous and Time-consuming So We Wanted a System That Could Hold All of the Data and Enable Us to Quickly Find the Right People When We Needed to. " - Clive Stelfox

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Salesforce CRM

Focus area

Salesforce CRM is better than workbooks.com for

Software Failure Risk

  • medium

logo workbooks.com

Focus area

workbooks.com is better than Salesforce CRM for

Software Failure Risk

  • low

About

Salesforce CRM | Customer Relationship Management solution that brings companies and customers together

Workbooks | A platform to manage your business, designed and priced for the mid-market

Age

1999

Financials

IPO

SEED

Business Need

Total Processes
(we found evidences for)

168

79

Total Goals
(we found evidences for)

23

16

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up

engaging with scheduling & cadence


sales document management

proposal & quote management


contact list management

creating contact list

enriching contact list


communication management

sending & publishing communications

tracking & monitoring communications







generation of new leads



campaign monitoring


training & onboarding


social media management

social media analytics

engaging on social media

scheduling post to social media

managing social media account

monitoring social media


relationship management




customer feedback management

measuring customer satisfaction

measuring net promoter score


content publishing

searching for content


customer case management


knowledge management

creating knowledge base


sales call management

meeting management

call transcription

objection handling


conversion management


products & pricelist management


opportunity management


competitive intelligence




business development


lead qualification: technographic

lead qualification: demographic

lead qualification: firmographic

lead qualification: behavioural




lifetime value management



customise loyalty program

identify target customers





rating and review management



courses & assessment

create learning path

identify skill gaps

track learning progress


promotion management






performance management


social media marketing


personalized marketing




follower management


discount management




revenue cycle management



trade show marketing


sales review & feedback





conference call management


billing and invoice management


relationship marketing



international marketing


segmentation and targeting




touchpoint management


community marketing








channel management


calendar management


sales quota management


motivation management


advocacy management


subscription management



database marketing


license management


influencer marketing




category management


renewal management



referral management



distribution management


merger and acquisition


compliance & governance


sales commission management


outbound marketing


evangelist management


payment management



membership management



bundling of products


influencer management


sales incentive management


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Scale best practices

  • Improve ROI

  • Improve internal communications

  • Grow market share

  • Launch new products

  • Improve stakeholder relations

  • Enter new markets internationally or locally

  • Improve efficiency

  • Establish thought leadership

  • Improve brand engagement

  • Improve digital and social presence

  • Build brand awareness

  • Improve visibility

  • Manage risk

  • Increase customer life time value

  • Improve consistency

  • Shorten ramp up time

  • Improve navigation

  • Increase average basket value

  • Reduce bounce

  • See 20 more
  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve ROI

  • Improve internal communications

  • Grow market share

  • Improve efficiency

  • Scale best practices

  • Build brand awareness

  • Improve stakeholder relations

  • Improve consistency

  • Improve visibility

  • Improve brand engagement

  • Enter new markets internationally or locally

  • Launch new products

  • Improve digital and social presence

  • See 13 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • mobile

  • offline

  • website

  • channel partners

  • trade shows

  • promotions

  • user generated content

  • blogs

  • mobile app

  • point of sale

  • video

  • on premises

  • social media

  • events

  • chat

  • See 14 more
  • e-mail

  • phone calls

  • mobile

  • offline

  • website

  • channel partners

  • trade shows

  • promotions

  • user generated content

  • blogs

  • mobile app

  • point of sale

  • video

  • on premises

  • social media

  • events

  • chat

  • See 14 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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low

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Security & Privacy Risk

medium

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low

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Integration Risk

medium

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medium

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Migration Risk

medium

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low

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Business Setting