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Salesforce Sales Cloud vs. Workbooks

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Salesforce Sales Cloud

    Score8.7 out of 10
    N/ASalesforce Sales Cloud is a platform for sales with a community of Sellers, Sales Leaders, and Sales Operations, who use the solution to grow sales and increase productivity. The AI CRM for Sales features data built right in, so that companies can sell faster, sell smarter and sell efficiently. Salesforce Sales Cloud is used for, and supports: Buyer Engagement Sales Engagement Enablement Sales AI Sales Analytics Team…

    $25

    per month

    Workbooks

    Score4.9 out of 10
    N/AWorkbooks offers cloud-based CRM, marketing automation and business applications to the mid-market. Workbooks includes order management and fulfillment, invoicing, and supplier management. Workbooks aims to provide a single 360° view of customers, where the information is accessible anytime, anywhere.

    $30

    per user/per month

    Pricing
    Salesforce Sales CloudWorkbooks
    Editions & Modules
    Starter
    $25.00
    per month per user
    Professional
    $80.00
    per month per user
    Enterprise
    $165.00
    per month per user
    Unlimited
    $330.00
    per month per user
    Agentforce 1 Sales
    $550
    per month per user
    Workbooks CRM Edition
    $30
    per user/per month
    Workbooks Business Edition
    $65
    per user/per month
    Offerings
    Pricing Offerings
    Salesforce Sales CloudWorkbooks
    Free Trial
    YesYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeOptionalOptional
    Additional Details——
    More Pricing Information
    Community Pulse
    Salesforce Sales CloudWorkbooks
    Considered Both Products
    Salesforce
    No answer on this topic
    Workbooks Online
    Chose Workbooks
    Workbooks was the best overall value. It had the functionality the client needed at the best price and the quickest implementation set up and overall time frame.
    Incentivized
    Chose Workbooks
    For us, SFDC was like using a sledge hammer to crack a walnut. Plus the cost put us off.
    CallPro CRM came a close second in our review, but what made us eventually go with Workbooks was the UI. It was a much more friendly environment to work in.
    Chose Workbooks
    Have worked with the likes of SugarCRM, Salesforce, Siebel, and some of their predecessors. Most of them are too much, too complex and too expensive. Have seen most of these implemenations fail. Buying these typically require much consultancy and much bespoke implementation …
    Chose Workbooks
    We looked at Salesforce and Sage, they were too heavy and the custom work required meant any change would be cost prohibitive.
    Chose Workbooks
    Much lower cost than both products Very favourable comparison in user experience with M'soft Better GUI than S'force
    Chose Workbooks
    Salesforce, Pivotal and Sugar. I find Workbooks much easier to use and more efficient.
    Chose Workbooks
    Easier to use…….and less expensive to customise.
    Key User Insights
    Would buy again
    No answers on this topic
    No answers on this topic
    Delivers good value for the price
    No answers on this topic
    No answers on this topic
    Happy with the feature set
    No answers on this topic
    No answers on this topic
    Lived up to sales and marketing promises
    No answers on this topic
    No answers on this topic
    Implementation went as expected
    No answers on this topic
    No answers on this topic
    Features
    Salesforce Sales CloudWorkbooks
    Sales Force Automation
    Comparison of Sales Force Automation features of Salesforce Sales Cloud and Workbooks
    Feature
    Salesforce Sales Cloud
    8.4
    261 Ratings
    Workbooks
    7.7
    9 Ratings
    Customer data management / contact management9.3261 Ratings8.59 Ratings
    Workflow management8.3252 Ratings8.27 Ratings
    Territory management7.7204 Ratings7.79 Ratings
    Opportunity management8.7253 Ratings8.89 Ratings
    Integration with email client (e.g., Outlook or Gmail)8.7238 Ratings6.49 Ratings
    Contract management7.9209 Ratings7.29 Ratings
    Quote & order management7.7192 Ratings7.68 Ratings
    Interaction tracking8.8223 Ratings6.48 Ratings
    Channel / partner relationship management8.1184 Ratings8.48 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Salesforce Sales Cloud and Workbooks
    Feature
    Salesforce Sales Cloud
    7.9
    99 Ratings
    Workbooks
    6.3
    8 Ratings
    Case management8.397 Ratings6.28 Ratings
    Call center management7.878 Ratings6.82 Ratings
    Help desk management7.482 Ratings5.88 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Salesforce Sales Cloud and Workbooks
    Feature
    Salesforce Sales Cloud
    8.4
    239 Ratings
    Workbooks
    7.3
    7 Ratings
    Lead management8.5234 Ratings8.07 Ratings
    Email marketing8.2201 Ratings6.67 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Salesforce Sales Cloud and Workbooks
    Feature
    Salesforce Sales Cloud
    8.4
    242 Ratings
    Workbooks
    7.5
    9 Ratings
    Task management8.9231 Ratings7.77 Ratings
    Billing and invoicing management7.774 Ratings6.88 Ratings
    Reporting8.6195 Ratings7.87 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Salesforce Sales Cloud and Workbooks
    Feature
    Salesforce Sales Cloud
    8.3
    255 Ratings
    Workbooks
    8.6
    8 Ratings
    Forecasting8.1223 Ratings8.28 Ratings
    Pipeline visualization8.0242 Ratings8.88 Ratings
    Customizable reports8.8252 Ratings8.88 Ratings
    Customization
    Comparison of Customization features of Salesforce Sales Cloud and Workbooks
    Feature
    Salesforce Sales Cloud
    8.7
    246 Ratings
    Workbooks
    7.7
    8 Ratings
    Custom fields9.0244 Ratings8.48 Ratings
    Custom objects9.0233 Ratings7.67 Ratings
    Scripting environment8.2173 Ratings7.56 Ratings
    API for custom integration8.5203 Ratings7.57 Ratings
    Security
    Comparison of Security features of Salesforce Sales Cloud and Workbooks
    Feature
    Salesforce Sales Cloud
    8.9
    247 Ratings
    Workbooks
    7.5
    8 Ratings
    Single sign-on capability8.9215 Ratings7.05 Ratings
    Role-based user permissions8.8219 Ratings8.07 Ratings
    Social CRM
    Comparison of Social CRM features of Salesforce Sales Cloud and Workbooks
    Feature
    Salesforce Sales Cloud
    8.8
    156 Ratings
    Workbooks
    6.6
    3 Ratings
    Social data9.0154 Ratings6.03 Ratings
    Social engagement8.7152 Ratings7.31 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Salesforce Sales Cloud and Workbooks
    Feature
    Salesforce Sales Cloud
    8.2
    212 Ratings
    Workbooks
    6.9
    6 Ratings
    Marketing automation8.4208 Ratings6.76 Ratings
    Compensation management8.0142 Ratings7.02 Ratings
    Platform
    Comparison of Platform features of Salesforce Sales Cloud and Workbooks
    Feature
    Salesforce Sales Cloud
    7.9
    227 Ratings
    Workbooks
    4.2
    7 Ratings
    Mobile access7.9227 Ratings4.27 Ratings
    User Ratings
    Salesforce Sales CloudWorkbooks
    Likelihood to Recommend
    8.7
    (392 ratings)
    7.0
    (18 ratings)
    Likelihood to Renew
    10.0
    (58 ratings)
    8.5
    (7 ratings)
    Usability
    9.4
    (121 ratings)
    7.3
    (1 ratings)
    Availability
    9.8
    (27 ratings)
    9.1
    (2 ratings)
    Performance
    9.0
    (18 ratings)
    -
    (0 ratings)
    Support Rating
    9.0
    (92 ratings)
    8.2
    (1 ratings)
    In-Person Training
    7.9
    (11 ratings)
    -
    (0 ratings)
    Online Training
    9.1
    (15 ratings)
    6.4
    (1 ratings)
    Implementation Rating
    2.4
    (18 ratings)
    -
    (0 ratings)
    Configurability
    10.0
    (2 ratings)
    -
    (0 ratings)
    Contract Terms and Pricing Model
    8.8
    (9 ratings)
    -
    (0 ratings)
    Data Sharing and Collaboration
    8.2
    (5 ratings)
    -
    (0 ratings)
    Data Sources
    8.2
    (5 ratings)
    -
    (0 ratings)
    Product Scalability
    8.7
    (52 ratings)
    -
    (0 ratings)
    Professional Services
    9.3
    (8 ratings)
    -
    (0 ratings)