Guiding you to choose between workbooks.com vs. SalesNOW: 2024

Comparison Summary

workbooks.com: Workbooks offers a free interactive CRM demo with no login required. It is an affordable, feature-rich CRM tailored to boost business efficiency.

SalesNOW: SalesNOW is a mobile CRM solution providing real-time access to customer information and sales performance insights. Its features include contact management, sales forecasting, and email marketing.

workbooks.com and SalesNOW: Customer Satisfaction Data

Most deployed common Use Cases for workbooks.com and SalesNOW

Why is workbooks.com and SalesNOW the best choice for Sales Document Management?

Workbookscom and Salesnow both manage sales documents, such as quotes and orders. Workbookscom offers more comprehensive functionality for managing customer relationships, including contract management and tracking sales cycles. Salesnow provides a more streamlined experience, focusing on creating and sending quotes and sales orders directly from deal records.

"...We can quote from Workbooks and by using cases we can record all phone calls and emails coming our way...." Peer review by Joanna C., Government Administration

"...That it was helpful to see what we had in quotes and what we won as a job...." Peer review by Jill Andersen, Management Consulting

How can workbooks.com and SalesNOW enhance your Engagement Management process?

Workbookscom and Salesnow both help track customer interactions and sales leads. Workbookscom offers in-depth reporting and dashboards to monitor business activities, while Salesnow emphasizes automated follow-up reminders and lead allocation. Salesnow simplifies the process of assigning leads to specific sales representatives, while Workbookscom focuses on ensuring new staff quickly understand customer accounts.

"...An understanding of our pipeline and potential contacts to engage with for business...." Peer review by Rachel P, Associate Director, Research

"...These Chats allow teams to point to key take-aways of the meeting or call and then build a strategy for any future engagements...." Peer review by Alex G.

What makes workbooks.com and SalesNOW ideal for Campaign Management?

Workbookscom helps companies manage campaigns from start to finish, including generating quotes and tracking returns. Salesnow focuses on integrating campaigns with leading marketing programs to improve communication and customer understanding. Both tools offer campaign tracking and reporting features, but Workbookscom provides a more comprehensive solution for managing the entire business process, while Salesnow specializes in connecting sales and marketing activities.

"...Everything from managing sales campaigns to monitoring support contracts...." Peer review by Becky P, Internal Operations, Media Production

"...Not only will the campaign record track the campaign s budget and actual costs, but also all of the leads and opportunities generated by the campaign will roll-up as well...." SalesNOW Lead Source Tracking

How does workbooks.com and SalesNOW facilitate Lead Tracking?

Workbookscom focuses on tracking opportunities throughout the sales funnel, including forecasting and reporting. Salesnow emphasizes lead tracking with a web-to-lead form, lead source tracking, and customizable reporting. Both tools track leads from prospect to sale, but Salesnow includes features for tracking project completion, while Workbookscom emphasizes financial aspects like invoicing and purchasing.

"...Other CRM systems can be heavy on tracking leads but this software works well in this area...." Peer review by Bonnie P, Sales Manager, Retail

"...The software includes tools for sales management, lead tracking, customer management, marketing, chat, and more...." Peer review

How can workbooks.com and SalesNOW enhance your Contact List Management process?

Workbookscom and Salesnow both manage contact lists. Workbookscom offers a holistic approach, integrating contact management with sales tracking, invoicing, and service. Salesnow focuses on organizing contacts and automatically updating contact lists and calendars on various devices. However, Salesnow lacks a primary contact feature, while Workbookscom lacks seamless integration with Outlook, a feature currently under development.

"...We used to create all of our project documents in Excel spreadsheets and contact we shared via an messy outlook contacts list...." Peer review by Gary J, Business Manager, Marketing and Advertising

"...Again, very easy to adopt and helps us keep our Customer and Factory Contacts organized and accessible...." Peer review by Bill S., Partner / Owner, Automotive