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Salesforce Essentials vs workbooks.com: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Salesforce Essentials vs. workbooks.com is based on a specific set of business needs and context. The comparison uses 7038 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Salesforce Essentials and workbooks.com

Salesforce Essentials, workbooks.com, Siebel CRM, Bullhorn ATS & 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.

Salesforce Essentials covers Engagement Management, Helpdesk Management with Social Media, Sales Document Management with Social Media, Knowledge Management with Social Media, etc.

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

"Whenever you go through a crisis, leadership has to come to the top. How do we emerge stronger as a business? Can we change the way we work? Can we make quicker decisions? " - Arvind Krishna

"We had our most successful year ever by a factor of 30% but we weren’t any busier as a result! " - Rory Dear

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 Salesforce Essentials

Focus area

Salesforce Essentials is better than workbooks.com for

Software Failure Risk

  • medium

logo workbooks.com

Focus area

workbooks.com is better than Salesforce Essentials for

Software Failure Risk

  • low

About

Build stronger customer relationships, with the CRM built for small business

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

Age

1999

Financials

IPO

SEED

Business Need

Total Processes
(we found evidences for)

82

79

Total Goals
(we found evidences for)

16

16

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up

engaging with scheduling & cadence


helpdesk management


sales document management

contract management

proposal & quote management


knowledge management


contact list management


communication management

tracking & monitoring communications

sending & publishing communications




workflow management


customer case management


pipeline management



sales call management

meeting management


training & onboarding


community building


conversion management


social media management

managing social media account

social media analytics




customer feedback management

measuring customer satisfaction



relationship management


lead qualification

lead qualification: demographic

lead qualification: technographic


campaign management

campaign analytics

campaign monitoring


generation of new leads



content management


opportunity management


business development



rating and review management


account management


loyalty management

customise loyalty program






products & pricelist management



lifetime value management


sales review & feedback



competitive intelligence



trade show marketing


billing and invoice management


performance management




segmentation and targeting


follower management


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve stakeholder relations

  • Improve ROI

  • Increase customer life time value

  • Improve efficiency

  • Improve brand engagement

  • Build brand awareness

  • Grow market share

  • Increase average basket value

  • Improve digital and social presence

  • Improve internal communications

  • Scale best practices

  • Launch new products

  • Establish thought leadership

  • See 13 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

medium

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low

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Integration Risk

low

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medium

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Migration Risk

medium

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low

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Business Setting