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Salesmate Sales CRM vs workbooks.com: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Salesmate Sales CRM vs. workbooks.com is based on a specific set of business needs and context. The comparison uses 7403 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Salesmate Sales CRM and workbooks.com

Salesmate Sales CRM, workbooks.com, Close CRM, Salesflare, 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.

Salesmate Sales CRM covers Communication Management with E-Mail, Sales Call Management with Phone Calls, Workflow Management with E-Mail, Engagement Management with E-Mail, etc.

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

"I have found Salesmate to be a breeze to use. After looking around for months to try and find a CRM that worked for my company, Salesmate had everything we needed. " - Izak Jackson

"With Workbooks We Can Quickly and Easily Convert a Customer Quotation Into a Sales Order and Then Seamlessly Create a Supplier Purchase Order … We Can Now Process Orders in Half the Time. " - Lorraine Blackwell

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 Salesmate Sales CRM

Focus area

Salesmate Sales CRM is better than workbooks.com for

Software Failure Risk

  • low

logo workbooks.com

Focus area

workbooks.com is better than Salesmate Sales CRM for

Software Failure Risk

  • low

About

Sales CRM Software for Growing Sales Teams

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

Age

2016

Financials

PRIVATE

SEED

Business Need

Total Processes
(we found evidences for)

80

79

Total Goals
(we found evidences for)

11

16

Top Processes

Evidences indicate better relative satisfaction


communication management

sending & publishing communications

tracking & monitoring communications


sales call management

meeting management



engagement management

engaging and following up


contact list management

creating contact list

enriching contact list





pipeline management


helpdesk management


generation of new leads


sales document management

contract management

proposal & quote management



discount management



training & onboarding


campaign management


products & pricelist management


social media management

social media analytics

engaging on social media



promotion management


conversion management



relationship management


customer feedback management

measuring customer satisfaction

measuring net promoter score


lead qualification

lead qualification: demographic


account management






content management


follower management




competitive intelligence




lifetime value management


loyalty management

identify target customers



performance management



business development


opportunity management


sales review & feedback



trade show marketing



billing and invoice management


customer case management


knowledge management





segmentation and targeting


rating and review management


Top Goals

Goals Achieved

  • Increase sales & revenue

  • Acquire customers

  • Enhance customer relationships

  • Scale best practices

  • Improve efficiency

  • Establish thought leadership

  • Launch new products

  • Enter new markets internationally or locally

  • Grow market share

  • Build brand awareness

  • Increase customer life time value

  • See 8 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

medium

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low

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Security & Privacy Risk

medium

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low

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Integration Risk

low

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medium

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Migration Risk

medium

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low

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Business Setting