Comparison Summary
This comparison report of workbooks.com vs. Gold-Vision CRM is based on a specific set of business needs and context. The comparison uses 5523 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing workbooks.com and Gold-Vision CRM
workbooks.com, Gold-Vision CRM, Maximizer CRM, Suitecrm, 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.
workbooks.com covers Sales Document Management, Engagement Management, Lead Tracking, Contact List Management, etc.
Gold-Vision CRM focuses on Communication Management with E-Mail, Engagement Management, Campaign Management with E-Mail, Sales Document Management, etc.
"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
"The implementation was slick, professional and refreshingly free of ‘IT issues’. We had some custom work done to aid integration with our other business systems. All-in-all definitely one to consider if you are looking into CRM systems. " - Nathan Neal
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.
About
Workbooks | A platform to manage your business, designed and priced for the mid-market
A complete CRM solution, highly configurable and scales in-line with business needs.
Financials
SEED
PRIVATE
Business Need
Total Processes
(we found evidences for)
79
54
Total Goals
(we found evidences for)
16
9
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Enhance customer relationships
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Acquire customers
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Increase sales & revenue
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Improve ROI
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Improve internal communications
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Grow market share
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Improve efficiency
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Scale best practices
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Build brand awareness
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Improve stakeholder relations
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Improve consistency
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Improve visibility
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Improve brand engagement
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Enter new markets internationally or locally
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Launch new products
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Improve digital and social presence
- See 13 more
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Acquire customers
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Improve internal communications
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Enhance customer relationships
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Improve ROI
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Increase sales & revenue
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Build brand awareness
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Improve consistency
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Grow market share
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Scale best practices
- See 6 more
Top Channels
Channels Used
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e-mail
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phone calls
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offline
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user generated content
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blogs
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social media
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website
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point of sale
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trade shows
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mass media
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events
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promotions
- See 9 more
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e-mail
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phone calls
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offline
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user generated content
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blogs
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social media
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website
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point of sale
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trade shows
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mass media
-
events
-
promotions
- See 9 more
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
