Workbooks 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
Emptoris
Workbooks
Editions & Modules
Emptoris
$59.00
Per User Per Month
Workbooks CRM Edition
$30
per user/per month
Workbooks Business Edition
$65
per user/per month
Offerings
Pricing Offerings
Emptoris
Workbooks
Free Trial
No
Yes
Free/Freemium Version
No
Yes
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
No setup fee
Optional
Additional Details
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More Pricing Information
Features
Emptoris
Workbooks
Contract Authoring
Comparison of Contract Authoring features of Emptoris and Workbooks
Feature
Emptoris
8.3
4 Ratings
1% above category average
Workbooks
-
Ratings
Contract creation
9.04 Ratings
00 Ratings
Contract templates
7.84 Ratings
00 Ratings
Clause library/saved fields
8.34 Ratings
00 Ratings
Guided logic
8.02 Ratings
00 Ratings
Contract Collaboration
Comparison of Contract Collaboration features of Emptoris and Workbooks
Feature
Emptoris
7.9
4 Ratings
4% below category average
Workbooks
-
Ratings
Contract sharing
8.04 Ratings
00 Ratings
Contract editing
8.74 Ratings
00 Ratings
Collaborating on contracts
7.53 Ratings
00 Ratings
MS Word plug-in
7.52 Ratings
00 Ratings
Approval process
8.24 Ratings
00 Ratings
Interdepartmental workflows
7.84 Ratings
00 Ratings
Contract Monitoring
Comparison of Contract Monitoring features of Emptoris and Workbooks
Feature
Emptoris
7.8
5 Ratings
5% below category average
Workbooks
-
Ratings
Contract database
7.75 Ratings
00 Ratings
Contract search
7.55 Ratings
00 Ratings
Contract milestone reminders & alerts
8.53 Ratings
00 Ratings
Custom contract reports
7.44 Ratings
00 Ratings
Tracking contract status
8.44 Ratings
00 Ratings
Compliance check
7.93 Ratings
00 Ratings
Sales Force Automation
Comparison of Sales Force Automation features of Emptoris and Workbooks
Feature
Emptoris
-
Ratings
Workbooks
7.7
9 Ratings
2% below category average
Customer data management / contact management
00 Ratings
8.59 Ratings
Workflow management
00 Ratings
8.27 Ratings
Territory management
00 Ratings
7.79 Ratings
Opportunity management
00 Ratings
8.89 Ratings
Integration with email client (e.g., Outlook or Gmail)
00 Ratings
6.49 Ratings
Contract management
00 Ratings
7.29 Ratings
Quote & order management
00 Ratings
7.68 Ratings
Interaction tracking
00 Ratings
6.48 Ratings
Channel / partner relationship management
00 Ratings
8.48 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Emptoris and Workbooks
Feature
Emptoris
-
Ratings
Workbooks
6.3
8 Ratings
20% below category average
Case management
00 Ratings
6.28 Ratings
Call center management
00 Ratings
6.82 Ratings
Help desk management
00 Ratings
5.88 Ratings
Marketing Automation
Comparison of Marketing Automation features of Emptoris and Workbooks
Feature
Emptoris
-
Ratings
Workbooks
7.3
7 Ratings
6% below category average
Lead management
00 Ratings
8.07 Ratings
Email marketing
00 Ratings
6.67 Ratings
CRM Project Management
Comparison of CRM Project Management features of Emptoris and Workbooks
Feature
Emptoris
-
Ratings
Workbooks
7.5
9 Ratings
3% below category average
Task management
00 Ratings
7.77 Ratings
Billing and invoicing management
00 Ratings
6.88 Ratings
Reporting
00 Ratings
7.87 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Emptoris and Workbooks
Feature
Emptoris
-
Ratings
Workbooks
8.6
8 Ratings
12% above category average
Forecasting
00 Ratings
8.28 Ratings
Pipeline visualization
00 Ratings
8.88 Ratings
Customizable reports
00 Ratings
8.88 Ratings
Customization
Comparison of Customization features of Emptoris and Workbooks
Feature
Emptoris
-
Ratings
Workbooks
7.7
8 Ratings
1% above category average
Custom fields
00 Ratings
8.48 Ratings
Custom objects
00 Ratings
7.67 Ratings
Scripting environment
00 Ratings
7.56 Ratings
API for custom integration
00 Ratings
7.57 Ratings
Security
Comparison of Security features of Emptoris and Workbooks
Feature
Emptoris
-
Ratings
Workbooks
7.5
8 Ratings
11% below category average
Single sign-on capability
00 Ratings
7.05 Ratings
Role-based user permissions
00 Ratings
8.07 Ratings
Social CRM
Comparison of Social CRM features of Emptoris and Workbooks
Feature
Emptoris
-
Ratings
Workbooks
6.6
3 Ratings
13% below category average
Social data
00 Ratings
6.03 Ratings
Social engagement
00 Ratings
7.31 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Emptoris and Workbooks
Feature
Emptoris
-
Ratings
Workbooks
6.9
6 Ratings
9% below category average
Marketing automation
00 Ratings
6.76 Ratings
Compensation management
00 Ratings
7.02 Ratings
Platform
Comparison of Platform features of Emptoris and Workbooks
If you have a highly bureaucratic organization that is heavily focused on procurement, Emptoris can provide some value. It seemed to be very good at linking the contract information to procurement for better spend control. If you are trying to implement a standalone contract management solution that allows you to easily create contracts and store them in a central location, this isn't the tool for you. There doesn't appear to be a simplified implementation. In general, when a SaaS solution has a complicated and expensive implementation, I am very skeptical. This does not show that the vendor is trying to move customers forward on a single code base. If that many things need to be done during implementation, you are starting to customize the solution for every customer. This hurts the vendor's ability to scale and make improvements in the future.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It's a really great system for small to medium organizations that are willing to spend some time thinking about how their workflow can be improved by designing processes which will allow them to streamline and automate their business. For people who are not serious about making a commitment to bettering their business, Workbooks may not be a correct fit. For instance there are a lot of features which many people think they don't need, but they haven't really spent the time to figure out what the needs of the business are. The nice thing about Workbooks is that you can turn off things you don't need, and then when the business demands, they will be there for you to utilize.
Document protection - the Check Out contract feature is a great way to allow external parties to make modifications to contract language without the ability to accept those changes. Those redlines can then be imported back into Emptoris and reviewed or further modified as needed.
Notifications & reminders - you can trigger an email manually from within the system, or you can configure automated notifications andreminders to alert users when a new task is received or has aged a given amount of days, etc.
Interview wizard - there is a lot of value in the interview wizard. Administrators can configure screens with selecting options via check boxes, radio buttons, or typed-in values. Variables and conditions can be used to selectively populate fields within the contract or apply other options, making for a quick and convenient method to generate contracts conforming to corporate standards.
Field customization - administrators can customize a list of options for various fields including contract substatus, address type, and user created business term variables.
Approvals - many different options are available to configure approvals to trigger automatically upon presenting and/or executing the contract including specific individuals, one or more approver groups, or based upon various criteria including terms within the contract, type of contract, or the contract's owning organization.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Sales process management from enquiry to delivery of product
This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books
Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes
The FD loved it
The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency
Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over
Reporting, Emptoris comes with standard reports which can not always can be fit into our business. This needs to be improved. I hope Emptoris is addressing this issue in their latest releases.
Though the feature of editing language in MS word is excellent, loading MS word takes time.
There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc.
While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet.
I am sure that would increase productivity even further (if it's of the same standard as the main environment).
There are a lot of new, exciting products coming out in every field and I believe that there is always something better right over the horizon. If it was my choice, I would review my usage of Emptoris and other software periodically to make sure I'm using the most efficient software possible.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
the product works. support has been good or great so far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The above rating for the overall support from Emptoris is for their product / product support, roll out training and refresher training / ongoing training, which is not only good but superior. There is no major or reconizable bad review that can be given to Emptoris at this point in time, from where is stands.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I am a fan of Ariba to be used for the entire lifecycle of Sourcing. From RFX's to cutting PO's. I feel Emptoris misses the boat on the idea of a "One Stop Shop" for all of your Sourcing/Purchasing needs
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We won the 2005 Baseline Magazine Award for best ROI related to a technology implementation with an ROI 5544% (see 2005 Baseline ROI Awards, GlaxoSmithkline).
We always felt we could do "two times the work, with half the people and deliver double the savings".
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info