Comparison Summary
This comparison report of workbooks.com vs. Merchant Relationship Management is based on a specific set of business needs and context. The comparison uses 6154 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing workbooks.com and Merchant Relationship Management
workbooks.com, Merchant Relationship Management, 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.
Merchant Relationship Management focuses on Sales Document Management, Lead Management, Helpdesk Management, Training & Onboarding, etc.
"The administrator training was just right. It didn’t assume too much Prior knowledge – or too little. It was also really useful to chat to Other delegates about their pain points and find out how they dealt With them. It really enabled improved thin...king thereafter. " - Darren Roberts
"I couldn’t be happier with our decision to use IRIS CRM. Our closing ratio has increased by 300% and I owe it all to the team at IRIS! " - William Adam Boyd
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.
workbooks.com
Focus area
workbooks.com is better than Merchant Relationship Management for
Software Failure Risk
Merchant Relationship Management
Focus area
Merchant Relationship Management is better than workbooks.com for
Software Failure Risk
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
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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Increase sales & revenue
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Enhance customer relationships
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Manage risk
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Improve efficiency
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Improve visibility
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Improve internal communications
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Improve stakeholder relations
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Launch new products
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Improve digital and social presence
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Reduce bounce
- See 8 more
Top Channels
Channels Used
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phone calls
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e-mail
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website
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user generated content
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blogs
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chat
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Slack
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text SMS
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social media
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Facebook
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offline
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point of sale
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causes and charity
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support groups
- See 11 more
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phone calls
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e-mail
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website
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user generated content
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blogs
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chat
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Slack
-
text SMS
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social media
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Facebook
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offline
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point of sale
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causes and charity
-
support groups
- See 11 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
