Comparison Summary
This comparison report of workbooks.com vs. Scratchpad is based on a specific set of business needs and context. The comparison uses 5590 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing workbooks.com and Scratchpad
workbooks.com, Scratchpad, 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.
Scratchpad focuses on Forecasting, Workflow Management, Pipeline Management, Engagement Management, etc.
"The service and support shortcomings of our previous CRM system were particularly frustrating. If we had an issue we’d have to email the support team and wait for a response. Because they were based on the US west coast, we’d usually get a reply in ...the middle of the night, which really slowed things down. " - Charlotte West
"Quick one: If you use Salesforce but you hate the laborious slowness of doing small regular updates to (for eg) opportunities, adding meeting notes etc - try this awesome little Chrome Extension we have found called Scratchpad. It turns the Salesfor...ce experience into something more like using an Excel Spreadsheet - and the support / engagement is from real people! Top marks! #salesforcecrm #salesforceadmin #scratchpad " - Ray Bricknell
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.
About
Workbooks | A platform to manage your business, designed and priced for the mid-market
Fastest experience to update Salesforces
Financials
SEED
SERIES B
Business Need
Total Processes
(we found evidences for)
79
46
Total Goals
(we found evidences for)
16
6
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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Scale best practices
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Increase sales & revenue
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Improve ROI
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Launch new products
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Acquire customers
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Enhance customer relationships
- See 3 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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offline
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social media
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games
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chat
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LinkedIn
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on premises
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promotions
- See 7 more
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phone calls
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e-mail
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website
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offline
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social media
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games
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chat
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LinkedIn
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on premises
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promotions
- See 7 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
