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workbooks.com vs Pega Customer Engagement Suite: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of workbooks.com vs. Pega Customer Engagement Suite is based on a specific set of business needs and context. The comparison uses 4768 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing workbooks.com and Pega Customer Engagement Suite

workbooks.com, Pega Customer Engagement Suite, 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.

Pega Customer Engagement Suite focuses on Engagement Management, Helpdesk Management with Phone Calls, Communication Management with Phone Calls, Workflow Management with Phone Calls, etc.

"The Process Was Easier Than We Expected. Using Spreadsheets, We Consolidated All of the Data Across the Business. It Only Took Two Weeks to Populate the System With All the Names, Addresses, Emails, Phone Numbers, Relevant Documents and So on for Ou...r 700 Customers. And Then We Were Ready to Go. " - Adam Priestley

"Thankfully, we made the right decision and we chose Pega for both brands…So a single, real-time decisioning brain powering the decisions across the two brands and multiple channels. " - Leana Kielkowicz

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 workbooks.com

Focus area

workbooks.com is better than Pega Customer Engagement Suite for

Software Failure Risk

  • low

logo Pega Customer Engagement Suite

Focus area

Software Failure Risk

  • medium

About

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

Pega Customer Engagement Suite | Integrates customer analytics and business rules in real time, building deeper connections with customers

Age

2017

Financials

SEED

IPO

Business Need

Total Processes
(we found evidences for)

79

23

Total Goals
(we found evidences for)

16

8

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


personalized marketing


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
  • Enhance customer relationships

  • Improve visibility

  • Increase customer life time value

  • Acquire customers

  • Launch new products

  • Improve ROI

  • Manage risk

  • Scale best practices

  • See 5 more

Top Channels

Channels Used

  • phone calls

  • offline

  • on premises

  • omnichannel

  • mobile

  • social media

  • mobile app

  • See 4 more
  • phone calls

  • offline

  • on premises

  • omnichannel

  • mobile

  • social media

  • mobile app

  • See 4 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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medium

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Security & Privacy Risk

low

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medium

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Integration Risk

medium

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medium

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Migration Risk

low

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low

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Business Setting