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Streak vs workbooks.com: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Streak vs. workbooks.com is based on a specific set of business needs and context. The comparison uses 7071 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Streak and workbooks.com

Streak, workbooks.com, NetHunt CRM, Agile 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.

Streak covers Communication Management with E-Mail, Engagement Management with E-Mail, Workflow Management, Contact List Management with E-Mail, etc.

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

"Streak is great! It keeps me organized, reminds me when to follow up, and puts all the historical information I need for my client and prospect interactions in one place. " - Becky Schroeder

"We Didn’t Find (Microsoft Dynamics) Particularly Good at Managing Relationships Between Organisations, Each With Different Business Units and Various Contacts Within Each. It Was a Nightmare to Navigate And Manage the Numerous Sales Contacts, Contra...cts and Licenses. We Needed to Find Another Solution - Our Business Was Growing in Scale And Complexity. " - John Glover

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 Streak

Focus area

Software Failure Risk

  • low

logo workbooks.com

Focus area

workbooks.com is better than Streak for

Software Failure Risk

  • low

About

Streak | CRM In Your Inbox | Your CRM Right Inside Gmail‎

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

Financials

PRIVATE

SEED

Business Need

Total Processes
(we found evidences for)

76

79

Total Goals
(we found evidences for)

10

16

Top Processes

Evidences indicate better relative satisfaction


communication management

tracking & monitoring communications

sending & publishing communications


engagement management

engaging and following up


workflow management


contact list management




sales document management

contract management

proposal & quote management



generation of new leads


pipeline management


helpdesk management



promotion management



relationship management


content management


campaign management

campaign analytics

campaign monitoring


business development


training & onboarding


conversion management


discount management



follower management



products & pricelist management


account management




lifetime value management


knowledge management




sales call management


rating and review management



opportunity management



competitive intelligence



lead qualification

lead qualification: technographic


billing and invoice management



loyalty management

identify target customers



trade show marketing


measuring customer satisfaction


measuring net promoter score


customer feedback management

measuring customer satisfaction

measuring net promoter score


customer case management


performance management



sales review & feedback


segmentation and targeting


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Scale best practices

  • Improve internal communications

  • Launch new products

  • Improve stakeholder relations

  • Grow market share

  • Improve digital and social presence

  • Improve ROI

  • See 7 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