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Compare Netsuite CRM vs workbooks.com

Comparison Summary

For Netsuite CRM vs workbooks.com comparison, Our AI algorithm looked at 5828 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using Netsuite CRM and workbooks.com to solve their respective business needs.

Pros and cons of Netsuite CRM and workbooks.com

Netsuite CRM is more suited to businesses that require Workflow Management and Sales Document Management where as workbooks.com is focused towards Sales Document Management and Engagement Management .

Both Netsuite CRM and workbooks.com are CRM software, peers recommend Netsuite CRM for helpdesk management where as workbooks.com is more known for campaign management and contract management .

logo Netsuite CRM

Focus area

Netsuite CRM is better than workbooks.com for

Software Failure Risk

  • medium

logo workbooks.com

Focus area

workbooks.com is better than Netsuite CRM for

Software Failure Risk

  • low

About

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

Age

1977

Financials

IPO

SEED

Business Need

Total Processes
(we found evidences for)

70

79

Total Goals
(we found evidences for)

10

16

Top Processes

Evidences indicate better relative satisfaction


sales document management

proposal & quote management

contract management


workflow management


contact list management



engagement management

engaging and following up



helpdesk management


customer case management


account management


campaign management

campaign analytics


generation of new leads


social media management

social media analytics



communication management

sending & publishing communications

tracking & monitoring communications





opportunity management


business development


training & onboarding


performance management



follower management


relationship management



conversion management



sales commission management


pipeline management


products & pricelist management


promotion management


billing and invoice management




lifetime value management


discount management




competitive intelligence


rating and review management


loyalty management

identify target customers


sales review & feedback


customer feedback management

measuring customer satisfaction


trade show marketing



segmentation and targeting


lead qualification



sales call management


knowledge management






Top Goals

Goals Achieved

  • Acquire customers

  • Enhance customer relationships

  • Increase sales & revenue

  • Improve stakeholder relations

  • Improve ROI

  • Improve internal communications

  • Improve consistency

  • Improve efficiency

  • Scale best practices

  • Improve navigation

  • See 7 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