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Compare workbooks.com vs BUSINESSNEXT '' formerly CRMNEXT ''

Comparison Summary

For workbooks.com vs BUSINESSNEXT '' formerly CRMNEXT '' comparison, Our AI algorithm looked at 7999 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using workbooks.com and BUSINESSNEXT '' formerly CRMNEXT '' to solve their respective business needs.

Pros and cons of workbooks.com and BUSINESSNEXT '' formerly CRMNEXT ''

workbooks.com is more suited to businesses that require Sales Document Management and Engagement Management where as BUSINESSNEXT '' formerly CRMNEXT '' is focused towards Lead Management with E-Mail and Service Management .

Both workbooks.com and BUSINESSNEXT '' formerly CRMNEXT '' are CRM software, peers recommend workbooks.com for lead tracking and engagement management where as BUSINESSNEXT '' formerly CRMNEXT '' is more known for helpdesk management and offer management .

logo workbooks.com

Focus area

workbooks.com is better than BUSINESSNEXT '' formerly CRMNEXT '' for

Software Failure Risk

  • low

logo BUSINESSNEXT '' formerly CRMNEXT ''

Focus area

BUSINESSNEXT '' formerly CRMNEXT '' is better than workbooks.com for

Software Failure Risk

  • low

About

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

The #1 CRM For Banking And Insurance

Financials

SEED

SERIES A

Business Need

Total Processes
(we found evidences for)

79

24

Total Goals
(we found evidences for)

16

5

Top Processes

Evidences indicate better relative satisfaction


sales document management

proposal & quote management

contract management


engagement management

engaging and following up


contact list management



campaign monitoring


workflow management





generation of new leads


communication management

sending & publishing communications

tracking & monitoring communications


training & onboarding


pipeline management


relationship management


conversion management



trade show marketing


opportunity management



sales call management


customer feedback management

measuring customer satisfaction

measuring net promoter score


business development


billing and invoice management


customer case management


knowledge management


performance management






account management




competitive intelligence



loyalty management

identify target customers

customise loyalty program


sales review & feedback


lifetime value management


segmentation and targeting


follower management


rating and review management


lead qualification

lead qualification: technographic


social media management





calendar management


Top Goals

Goals Achieved

  • 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
  • Acquire customers

  • Improve efficiency

  • Improve ROI

  • Enhance customer relationships

  • Improve brand engagement

  • See 2 more

Top Channels

Channels Used

  • social media

  • e-mail

  • text SMS

  • offline

  • mobile

  • See 2 more
  • social media

  • e-mail

  • text SMS

  • offline

  • mobile

  • See 2 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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No Data

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Security & Privacy Risk

low

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No Data

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Integration Risk

medium

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low

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Migration Risk

low

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low

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Business Setting