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
"Even with Discounted Licence Prices, the Cost of Staying With Salesforce Was Quickly Becoming Prohibitive. So We Had to Look for a More Cost-effective and Superior Solution and a Crm Consultant Recommended Workbooks. " - Craig Abrahart
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.
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
Top Goals
Goals Achieved
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Enhance customer relationships
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Acquire customers
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Increase sales & revenue
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Scale best practices
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Improve ROI
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Improve internal communications
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Grow market share
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Launch new products
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Improve stakeholder relations
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Enter new markets internationally or locally
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Improve efficiency
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Establish thought leadership
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Improve brand engagement
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Improve digital and social presence
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Build brand awareness
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Improve visibility
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Manage risk
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Increase customer life time value
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Improve consistency
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Shorten ramp up time
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Improve navigation
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Increase average basket value
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Reduce bounce
- See 20 more
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Enhance customer relationships
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Acquire customers
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Increase sales & revenue
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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
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e-mail
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phone calls
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mobile
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offline
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website
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channel partners
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trade shows
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promotions
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user generated content
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blogs
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mobile app
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point of sale
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video
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on premises
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social media
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events
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chat
- See 14 more
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e-mail
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phone calls
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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?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
