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workbooks.com vs Upsales: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of workbooks.com vs. Upsales is based on a specific set of business needs and context. The comparison uses 4746 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing workbooks.com and Upsales

workbooks.com, Upsales, 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.

Upsales focuses on Generation Of New Leads, Upselling, Lead Analytics, Engagement Management with Phone Calls, etc.

"The Sales Staff Dragged Their Feet Initially but After 2-3 Weeks We Started Getting a Lot of Praise From the Team and Have Had Really Good Feedback. The Workbooks Team Have Been Very Efficient and Responsive. Workbooks Has Gone Above and Beyond and ...It’s Been a Great Relationship for Us. " - Brett Kolinek

"Upsales helped us bring sales and marketing together on a global scale " - Silvia Tarchi

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 Upsales for

Software Failure Risk

  • low

logo Upsales

Focus area

Software Failure Risk

  • medium

About

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

Upsales | CRM & Marketing Automation platform for B2B companies

Financials

SEED

SERIES A

Business Need

Total Processes
(we found evidences for)

79

37

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


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


social media management






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
  • Acquire customers

  • Enter new markets internationally or locally

  • Increase sales & revenue

  • Enhance customer relationships

  • Grow market share

  • Scale best practices

  • Improve efficiency

  • See 4 more

Top Channels

Channels Used

  • phone calls

  • offline

  • games

  • e-mail

  • events

  • trade shows

  • user generated content

  • blogs

  • See 5 more
  • phone calls

  • offline

  • games

  • e-mail

  • events

  • trade shows

  • user generated content

  • blogs

  • See 5 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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No Data

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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