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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 15184 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.

logo workbooks.com

Focus area

  • sales document management
  • Engagement management With E mail

workbooks.com is better than Salesboom Cloud CRM for

logo Salesboom Cloud CRM

Focus area

  • customer case management
  • Contact list management

Salesboom Cloud CRM is better than workbooks.com for

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)

71

96

Total Goals
(we found evidences for)

12

12

Top Processes

Evidences indicate better relative satisfaction


sales document management

proposal & quote management


engagement management

engaging and following up

engaging with scheduling & cadence


contact list management

creating contact list

enriching contact list



campaign monitoring

campaign analytics


customer case management




communication management

sending & publishing communications

tracking & monitoring communications


helpdesk management



generation of new leads


training & onboarding


customer feedback management

measuring customer satisfaction

measuring net promoter score


pipeline management


sales call management


opportunity management


relationship management


conversion management


knowledge management


billing and invoice management


business development



performance management



trade show marketing



account management




competitive intelligence




lifetime value management



sales review & feedback


rating and review management


segmentation and targeting


lead qualification

lead qualification: technographic


social media management


follower management






courses & assessment


products & pricelist management



database marketing


content management

searching for content


personalized marketing


promotion management



sales commission management


loyalty management




discount management




social media marketing


revenue cycle management



distribution management


channel management


sales incentive management


outbound marketing


referral management


touchpoint management


calendar management


motivation management





compliance & governance



international marketing




Top Goals

Goals Achieved

  • Increase sales & revenue

  • Acquire customers

  • Enhance customer relationships

  • Improve ROI

  • Improve internal communications

  • Improve efficiency

  • Scale best practices

  • Build brand awareness

  • Improve consistency

  • Improve visibility

  • Grow market share

  • Improve digital and social presence

  • See 9 more
  • Increase sales & revenue

  • Acquire customers

  • Improve ROI

  • Enhance customer relationships

  • 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

  • See 9 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • website

  • offline

  • point of sale

  • social media

  • promotions

  • support groups

  • video

  • trade shows

  • on premises

  • mobile

  • user generated content

  • blogs

  • Twitter

  • events

  • text SMS

  • Facebook

  • mass media

  • radio

  • LinkedIn

  • mobile app

  • channel partners

  • out of home

  • brochure

  • omnichannel

  • newspaper

  • print media

  • newsletter

  • See 26 more
  • e-mail

  • phone calls

  • website

  • offline

  • point of sale

  • social media

  • promotions

  • support groups

  • video

  • trade shows

  • on premises

  • mobile

  • user generated content

  • blogs

  • Twitter

  • events

  • text SMS

  • Facebook

  • mass media

  • radio

  • LinkedIn

  • mobile app

  • channel partners

  • out of home

  • brochure

  • omnichannel

  • newspaper

  • print media

  • newsletter

  • See 26 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Business Setting