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Compare Maximizer CRM vs workbooks.com

Comparison Summary

This comparison report of Maximizer CRM vs. workbooks.com is based on a specific set of business needs and context. The comparison uses 8300 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Maximizer CRM and workbooks.com

Maximizer CRM, workbooks.com, Microsoft Dynamics 365 for Sales, 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.

Maximizer CRM covers Contact List Management with E-Mail, Engagement Management, Communication Management with E-Mail, Campaign Management with E-Mail, etc.

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

"If a customer calls with a service issue, a case is immediately opened and personnel are automatically alerted. Inside sales can participate in customer service cases by initiating, adding or contributing to them. Field sales can respond immediately... with their smartphones. " - JOSEPH CARPENTER

"We Didn’t Find (Microsoft Dynamics) Particularly Good at Managing Relationships Between Organisations, Each With Different Business Units and Various Contacts Within Each. It Was a Nightmare to Navigate And Manage the Numerous Sales Contacts, Contra...cts and Licenses. We Needed to Find Another Solution - Our Business Was Growing in Scale And Complexity. " - John Glover

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 Maximizer CRM

Focus area

Maximizer CRM is better than workbooks.com for

Software Failure Risk

  • medium

logo workbooks.com

Focus area

workbooks.com is better than Maximizer CRM for

Software Failure Risk

  • low

About

Maximizer CRM | SALES CRM SOFTWARE - PIPELINE MANAGEMENT

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

Age

1987

Financials

PRIVATE

SEED

Business Need

Total Processes
(we found evidences for)

83

79

Total Goals
(we found evidences for)

13

16

Top Processes

Evidences indicate better relative satisfaction


contact list management

creating contact list


engagement management

engaging and following up


communication management

sending & publishing communications

tracking & monitoring communications


campaign management

campaign analytics

campaign monitoring


sales document management

proposal & quote management

contract management



relationship management



customer case management


workflow management


trade show marketing



training & onboarding


generation of new leads


social media management

social media analytics


follower management


opportunity management



helpdesk management



calendar management



sales call management

meeting management


knowledge management


conversion management


loyalty management

customise loyalty program

identify target customers



customer feedback management

measuring customer satisfaction


pipeline management



competitive intelligence


products & pricelist management


lifetime value management


rating and review management



lead qualification

lead qualification: technographic

lead qualification: demographic


database marketing


business development


account management




content management

content publishing




performance management



segmentation and targeting




billing and invoice management


sales review & feedback


Top Goals

Goals Achieved

  • Acquire customers

  • Enhance customer relationships

  • Increase sales & revenue

  • Scale best practices

  • Improve internal communications

  • Grow market share

  • Improve ROI

  • Improve stakeholder relations

  • Improve efficiency

  • Enter new markets internationally or locally

  • Improve consistency

  • Improve visibility

  • Launch new products

  • See 10 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

low

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low

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Security & Privacy Risk

low

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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