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workbooks.com vs Salsa CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of workbooks.com vs. Salsa CRM is based on a specific set of business needs and context. The comparison uses 7211 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing workbooks.com and Salsa CRM

workbooks.com, Salsa 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.

Salsa CRM focuses on Helpdesk Management with Offline, Engagement Management with Offline, Communication Management with E-Mail, Training & Onboarding with Video, etc.

"This Process Became Too Arduous and Time-consuming So We Wanted a System That Could Hold All of the Data and Enable Us to Quickly Find the Right People When We Needed to. " - Clive Stelfox

"We had separate platforms for sending emails, managing supporter data and accepting donations. The systems didn't talk to each other, which was frustrating and made things like sending segmenting emails very unrealistic. " - Barbara Rose

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 Salsa CRM for

Software Failure Risk

  • low

logo Salsa CRM

Focus area

Salsa CRM is better than workbooks.com for

Software Failure Risk

  • medium

About

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

Donor Management and Fundraising CRM

Financials

SEED

M&A

Business Need

Total Processes
(we found evidences for)

79

49

Total Goals
(we found evidences for)

16

7

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





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



content management


community building



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
  • Improve ROI

  • Scale best practices

  • Improve digital and social presence

  • Acquire customers

  • Improve internal communications

  • Increase sales & revenue

  • Launch new products

  • See 4 more

Top Channels

Channels Used

  • offline

  • causes and charity

  • e-mail

  • social media

  • website

  • newsletter

  • user generated content

  • blogs

  • phone calls

  • mobile

  • video

  • mobile app

  • trade shows

  • chat

  • point of sale

  • mass media

  • See 13 more
  • offline

  • causes and charity

  • e-mail

  • social media

  • website

  • newsletter

  • user generated content

  • blogs

  • phone calls

  • mobile

  • video

  • mobile app

  • trade shows

  • chat

  • point of sale

  • mass media

  • See 13 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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medium

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Business Setting