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Zendesk Sell vs workbooks.com: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Zendesk Sell vs. workbooks.com is based on a specific set of business needs and context. The comparison uses 7496 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Zendesk Sell and workbooks.com

Zendesk Sell, workbooks.com, Freshsales, Salesmate Sales CRM, 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.

Zendesk Sell covers Communication Management with E-Mail, Engagement Management, Contact List Management with Phone Calls, Sales Call Management with Phone Calls, etc.

workbooks.com focuses on Sales Document Management, Engagement Management, Lead Tracking, Contact List Management, etc.

"Thanks to Zendesk Sell among other investments, we have unlocked new sales capacity. Our sales reps now have 80 percent of their time freed up for proactive selling, up from just 50 percent before. As sales leaders, that’s something we greatly appre...ciate and value. " - Jim Dugan

"We can now monitor and evaluate all of our information, at the click Of a button … with workbooks we now have a full understanding of All the different stakeholders and the relationship they have with Caba. " - Natalie Worth

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 Zendesk Sell

Focus area

Zendesk Sell is better than workbooks.com for

Software Failure Risk

  • medium

logo workbooks.com

Focus area

workbooks.com is better than Zendesk Sell for

Software Failure Risk

  • low

About

Zendesk Sell | Enhance productivity, processes, and pipeline visibility for sales teams

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

Age

2007

Financials

IPO

SEED

Business Need

Total Processes
(we found evidences for)

89

79

Total Goals
(we found evidences for)

9

16

Top Processes

Evidences indicate better relative satisfaction


communication management

tracking & monitoring communications

sending & publishing communications


engagement management

engaging and following up


contact list management

creating contact list


sales call management

meeting management



sales document management

proposal & quote management

contract management


lead qualification

lead qualification: demographic

lead qualification: behavioural




helpdesk management


generation of new leads


training & onboarding



pipeline management



workflow management


conversion management


relationship management


social media management

social media analytics

managing social media account


discount management


promotion management



campaign management

campaign analytics

campaign monitoring



opportunity management


account management


business development



rating and review management


sales review & feedback




follower management



products & pricelist management


competitive intelligence


social media marketing





performance management


influencer marketing


customer feedback management

measuring customer satisfaction



content management


knowledge management


segmentation and targeting


loyalty management

identify target customers


lifetime value management



trade show marketing


billing and invoice management


customer case management





Top Goals

Goals Achieved

  • Increase sales & revenue

  • Enhance customer relationships

  • Acquire customers

  • Improve internal communications

  • Improve efficiency

  • Launch new products

  • Scale best practices

  • Improve navigation

  • Enter new markets internationally or locally

  • See 6 more
  • 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

Top Channels

Channels Used

  • e-mail

  • phone calls

  • mobile

  • offline

  • website

  • channel partners

  • trade shows

  • promotions

  • user generated content

  • blogs

  • mobile app

  • point of sale

  • video

  • on premises

  • social media

  • events

  • chat

  • See 14 more
  • e-mail

  • phone calls

  • mobile

  • offline

  • website

  • channel partners

  • trade shows

  • promotions

  • user generated content

  • blogs

  • mobile app

  • point of sale

  • video

  • on premises

  • social media

  • events

  • chat

  • See 14 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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low

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Security & Privacy Risk

medium

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low

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Integration Risk

medium

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medium

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Migration Risk

medium

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low

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Business Setting