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Compare workbooks.com vs Merchant Relationship Management

Comparison Summary

For workbooks.com vs Merchant Relationship Management comparison, Our AI algorithm looked at 6154 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using workbooks.com and Merchant Relationship Management to solve their respective business needs.

Pros and cons of workbooks.com and Merchant Relationship Management

workbooks.com is more suited to businesses that require Sales Document Management and Engagement Management where as Merchant Relationship Management is focused towards Sales Document Management and Lead Management .

Both workbooks.com and Merchant Relationship Management are CRM software, peers recommend workbooks.com for campaign management and order management where as Merchant Relationship Management is more known for helpdesk management and digital signature .

logo workbooks.com

Focus area

workbooks.com is better than Merchant Relationship Management for

Software Failure Risk

  • low

logo Merchant Relationship Management

Focus area

Merchant Relationship Management 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

CRM & Underwriting Platform

Financials

SEED

PRIVATE

Business Need

Total Processes
(we found evidences for)

79

53

Total Goals
(we found evidences for)

16

11

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 management

campaign monitoring

campaign analytics


workflow management


helpdesk 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


products & pricelist management



payment 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

  • Increase sales & revenue

  • Enhance customer relationships

  • Manage risk

  • Improve efficiency

  • Improve visibility

  • Improve internal communications

  • Improve stakeholder relations

  • Launch new products

  • Improve digital and social presence

  • Reduce bounce

  • See 8 more

Top Channels

Channels Used

  • phone calls

  • e-mail

  • website

  • user generated content

  • blogs

  • chat

  • Slack

  • text SMS

  • social media

  • Facebook

  • offline

  • point of sale

  • causes and charity

  • support groups

  • See 11 more
  • phone calls

  • e-mail

  • website

  • user generated content

  • blogs

  • chat

  • Slack

  • text SMS

  • social media

  • Facebook

  • offline

  • point of sale

  • causes and charity

  • support groups

  • See 11 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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low

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Security & Privacy Risk

low

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low

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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