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Teamgate CRM vs workbooks.com: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Teamgate CRM vs. workbooks.com is based on a specific set of business needs and context. The comparison uses 6755 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Teamgate CRM and workbooks.com

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

Teamgate CRM covers Contact List Management with Phone Calls, Generation Of New Leads, Lead Management, Forecasting, etc.

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

"We’re reaching a deeper level of engagement with clients and landing more retainers. " - AVIS

"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 Teamgate CRM

Focus area

Teamgate CRM is better than workbooks.com for

Software Failure Risk

  • low

logo workbooks.com

Focus area

workbooks.com is better than Teamgate CRM for

Software Failure Risk

  • low

About

Teamgate CRM | Sales CRM software to power your growth

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

Financials

SEED

SEED

Business Need

Total Processes
(we found evidences for)

74

79

Total Goals
(we found evidences for)

12

16

Top Processes

Evidences indicate better relative satisfaction


contact list management


generation of new leads




pipeline management


social media management

social media analytics


communication management

sending & publishing communications

tracking & monitoring communications



sales call management

meeting management


engagement management

engaging and following up


conversion management


lead qualification

lead qualification: behavioural

lead qualification: technographic



products & pricelist management


opportunity management



helpdesk management



campaign management

campaign monitoring




relationship management



training & onboarding


trade show marketing


promotion management


sales document management

contract management

proposal & quote management


workflow management


competitive intelligence



discount management



content management


performance management


account management


revenue cycle management




rating and review management


segmentation and targeting


customer case management



business development


sales review & feedback


customer feedback management


billing and invoice management


lifetime value management



knowledge management





identify target customers


customise loyalty program


loyalty management

identify target customers

customise loyalty program


follower management


Top Goals

Goals Achieved

  • Increase sales & revenue

  • Improve efficiency

  • Enhance customer relationships

  • Acquire customers

  • Improve internal communications

  • Manage risk

  • Improve ROI

  • Improve stakeholder relations

  • Enter new markets internationally or locally

  • Build brand awareness

  • Scale best practices

  • Improve digital and social presence

  • See 9 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