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Salesforce Sales Cloud vs workbooks.com: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Salesforce Sales Cloud vs. workbooks.com is based on a specific set of business needs and context. The comparison uses 40137 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Salesforce Sales Cloud and workbooks.com

Salesforce Sales Cloud, workbooks.com, Pipedrive, HubSpot 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 Sales Cloud covers Contact List Management, Engagement Management, Lead Tracking, Workflow Management, etc.

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

"Our relationships with small vendors make loop & tie the platform it is; we pride ourselves on being part of a healthy and stable economy. With salesforce, we have a better understanding of our own opportunities to support growing businesses. " - Mk Getler

"We were very keen to move to a system we could use straight out of the Box. We wanted something that would need one or two tweaks rather Than the heavily customised system we were used to. We knew that using A system that was as near standard as pos...sible would mean we’d be Able to keep it up to date much more easily. " - Jane Connors

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 Sales Cloud

Focus area

Salesforce Sales Cloud is better than workbooks.com for

Software Failure Risk

  • medium

logo workbooks.com

Focus area

workbooks.com is better than Salesforce Sales Cloud for

Software Failure Risk

  • low

About

Sales Performance Management Software

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)

131

79

Total Goals
(we found evidences for)

22

16

Top Processes

Evidences indicate better relative satisfaction


contact list management

creating contact list


engagement management

engaging and following up

engaging with scheduling & cadence




communication management

sending & publishing communications

tracking & monitoring communications


sales document management

proposal & quote management




generation of new leads



campaign monitoring

campaign analytics



social media management

social media analytics

monitoring social media

managing social media account

scheduling post to social media

engaging on social media


training & onboarding


relationship management



sales call management

meeting management


customer case management



business development


customer feedback management

measuring customer satisfaction

measuring net promoter score



knowledge management

creating knowledge base


products & pricelist management


conversion management


content management

content publishing

searching for content


opportunity management



competitive intelligence


lifetime value management




loyalty management

identify target customers

customise loyalty program


lead qualification

lead qualification: technographic

lead qualification: demographic







rating and review management


community building


sales review & feedback


performance management


follower management



promotion management




social media marketing



discount management


revenue cycle management


billing and invoice management





courses & assessment

create learning path





advocacy management




international marketing


personalized marketing


community marketing




relationship marketing


motivation management




conference call management


trade show marketing


sales quota management


license management


touchpoint management


subscription management



distribution management


segmentation and targeting


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve internal communications

  • Grow market share

  • Improve efficiency

  • Improve ROI

  • Improve stakeholder relations

  • Scale best practices

  • Improve visibility

  • Increase customer life time value

  • Enter new markets internationally or locally

  • Manage risk

  • Improve brand engagement

  • Launch new products

  • Improve digital and social presence

  • Build brand awareness

  • Improve consistency

  • Shorten ramp up time

  • Establish thought leadership

  • Increase average basket value

  • Improve navigation

  • See 19 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

low

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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