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Compare workbooks.com vs Salesboom Cloud CRM

Comparison Summary

For workbooks.com vs Salesboom Cloud CRM comparison, Our AI algorithm looked at 11788 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using workbooks.com and Salesboom Cloud CRM to solve their respective business needs.

Pros and cons of workbooks.com and Salesboom Cloud CRM

workbooks.com is more suited to businesses that require Sales Document Management and Engagement Management where as Salesboom Cloud CRM is focused towards Contact List Management and Sales Document Management .

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

logo workbooks.com

Focus area

workbooks.com is better than Salesboom Cloud CRM for

Software Failure Risk

  • low

logo Salesboom Cloud CRM

Focus area

Salesboom Cloud CRM is better than workbooks.com for

Software Failure Risk

  • low

About

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

Salesboom Cloud CRM | Customizable Cloud based CRM Software

Financials

SEED

PRIVATE

Business Need

Total Processes
(we found evidences for)

79

101

Total Goals
(we found evidences for)

16

13

Top Processes

Evidences indicate better relative satisfaction


sales document management

proposal & quote management


engagement management

engaging and following up


contact list management

creating contact list



campaign monitoring

campaign analytics



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


products & pricelist management





content management


personalized marketing


promotion 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
  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve ROI

  • Improve stakeholder relations

  • Scale best practices

  • Grow market share

  • Build brand awareness

  • Manage risk

  • Enter new markets internationally or locally

  • Improve internal communications

  • Launch new products

  • Increase customer life time value

  • See 10 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • website

  • offline

  • point of sale

  • social media

  • promotions

  • trade shows

  • support groups

  • video

  • on premises

  • mobile

  • events

  • Twitter

  • Facebook

  • mass media

  • text SMS

  • user generated content

  • blogs

  • radio

  • LinkedIn

  • mobile app

  • channel partners

  • omnichannel

  • print media

  • newspaper

  • out of home

  • brochure

  • newsletter

  • See 26 more
  • e-mail

  • phone calls

  • website

  • offline

  • point of sale

  • social media

  • promotions

  • trade shows

  • support groups

  • video

  • on premises

  • mobile

  • events

  • Twitter

  • Facebook

  • mass media

  • text SMS

  • user generated content

  • blogs

  • radio

  • LinkedIn

  • mobile app

  • channel partners

  • omnichannel

  • print media

  • newspaper

  • out of home

  • brochure

  • newsletter

  • See 26 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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low

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Migration Risk

low

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low

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Business Setting